|
51
|
Kestra Private Wealth Services
Austin,
Texas
|
$6.9M
|
-$2.59M
|
-89,009
|
-27%
|
|
|
52
|
FAS Wealth Partners
Leawood,
Kansas
|
$6.88M
|
+$55.6K
|
+1,909
|
+0.8%
|
|
|
53
|
Conning Inc
Hartford,
Connecticut
|
$6.83M
|
–
|
–
|
–
|
|
|
54
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$6.72M
|
+$633K
|
+21,727
|
+10%
|
|
|
55
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$6.59M
|
+$65.2K
|
+2,238
|
+1%
|
|
|
56
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$6.47M
|
+$4.32M
|
+148,393
|
+204%
|
|
|
57
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$6.18M
|
+$312K
|
+10,703
|
+5%
|
|
|
58
|
Napier Financial
Braintree,
Massachusetts
|
$6.08M
|
+$132K
|
+4,529
|
+2%
|
|
|
59
|
AE Wealth Management
Topeka,
Kansas
|
$6.01M
|
+$216K
|
+7,408
|
+4%
|
|
|
60
|
Steward Partners Investment Advisory
New York
|
$5.57M
|
+$371K
|
+12,744
|
+7%
|
|
|
61
|
Storen Legacy Partners
Zionsville,
Indiana
|
$5.54M
|
-$155K
|
-5,317
|
-3%
|
|
|
62
|
L & S Advisors
Los Angeles,
California
|
$5.43M
|
+$5.41M
|
+185,662
|
New
|
|
|
63
|
Allianz Asset Management
Munich,
Germany
|
$5.24M
|
–
|
–
|
–
|
|
|
64
|
|
$5.09M
|
-$400K
|
-13,752
|
-7%
|
|
|
65
|
Echo45 Advisors
Walnut Creek,
California
|
$5.05M
|
+$304K
|
+10,425
|
+6%
|
|
|
66
|
Ducere Wealth Management
Newport Beach,
California
|
$4.94M
|
+$2.59M
|
+88,963
|
+111%
|
|
|
67
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.74M
|
+$1.06M
|
+36,287
|
+29%
|
|
|
68
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$4.73M
|
+$1.89M
|
+64,841
|
+67%
|
|
|
69
|
Family Legacy Inc
Greenville,
South Carolina
|
$4.7M
|
-$17.1K
|
-588
|
-0.4%
|
|
|
70
|
UBS Group
Zurich,
Switzerland
|
$4.69M
|
+$275K
|
+9,449
|
+6%
|
|
|
71
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$4.65M
|
+$104K
|
+3,574
|
+2%
|
|
|
72
|
Principal Securities
Des Moines,
Iowa
|
$4.45M
|
+$187K
|
+6,420
|
+4%
|
|
|
73
|
Insigneo Advisory Services
Miami,
Florida
|
$4.42M
|
+$53.2K
|
+1,827
|
+1%
|
|
|
74
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.35M
|
-$929K
|
-31,895
|
-18%
|
|
|
75
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$4.35M
|
+$4.33M
|
+148,746
|
New
|
|
