|
51
|
Private Trust Company
Cleveland,
Ohio
|
$552K
|
–
|
–
|
–
|
|
|
52
|
Alpha Capital Management
Austin,
Texas
|
$524K
|
-$42.6K
|
-850
|
-8%
|
|
|
53
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$519K
|
-$2.1K
|
-42
|
-0.4%
|
|
|
54
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$501K
|
-$50K
|
-999
|
-9%
|
|
|
55
|
Flynn Zito Capital Management
Garden City,
New York
|
$482K
|
+$231K
|
+4,616
|
+92%
|
|
|
56
|
David Kennon
Sarasota,
Florida
|
$469K
|
-$170K
|
-3,390
|
-27%
|
|
|
57
|
D.A. Davidson & Co
Great Falls,
Montana
|
$454K
|
+$453K
|
+9,045
|
New
|
|
|
58
|
Unique Wealth
Clearwater,
Florida
|
$452K
|
-$79.5K
|
-1,588
|
-15%
|
|
|
59
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$444K
|
-$228K
|
-4,559
|
-34%
|
|
|
60
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$437K
|
-$1.79M
|
-35,792
|
-80%
|
|
|
61
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$391K
|
-$246K
|
-4,917
|
-39%
|
|
|
62
|
Mariner
Overland Park,
Kansas
|
$342K
|
+$13.6K
|
+271
|
+4%
|
|
|
63
|
Steward Partners Investment Advisory
New York
|
$297K
|
+$3.06K
|
+61
|
+1%
|
|
|
64
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$294K
|
+$294K
|
+5,860
|
New
|
|
|
65
|
Portland Financial Advisors
Port Washington,
New York
|
$289K
|
+$67.6K
|
+1,350
|
+31%
|
|
|
66
|
Geneos Wealth Management
Englewood,
Colorado
|
$284K
|
+$54.1K
|
+1,079
|
+24%
|
|
|
67
|
Stephens Inc
Little Rock,
Arkansas
|
$277K
|
–
|
–
|
–
|
|
|
68
|
Kestra Advisory Services
Austin,
Texas
|
$276K
|
+$20K
|
+400
|
+8%
|
|
|
69
|
Snowden Capital Advisors
New York
|
$263K
|
+$263K
|
+5,248
|
New
|
|
|
70
|
Global Retirement Partners
San Rafael,
California
|
$248K
|
-$26.6K
|
-531
|
-10%
|
|
|
71
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$227K
|
+$226K
|
+4,518
|
New
|
|
|
72
|
Principal Securities
Des Moines,
Iowa
|
$226K
|
+$61.1K
|
+1,220
|
+37%
|
|
|
73
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$225K
|
-$40.2K
|
-802
|
-15%
|
|
|
74
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$225K
|
-$124K
|
-2,475
|
-36%
|
|
|
75
|
WBI Investments
Red Bank,
New Jersey
|
$216K
|
+$13.9K
|
+277
|
+7%
|
|
