|
51
|
Rockefeller Capital Management
New York
|
$3.1M
|
+$2.97M
|
+58,158
|
New
|
|
|
52
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$3.03M
|
+$713K
|
+13,966
|
+33%
|
|
|
53
|
Avidian Wealth Enterprises
Houston,
Texas
|
$2.84M
|
+$2.72M
|
+53,167
|
New
|
|
|
54
|
Bridge Advisory
Pasadena,
California
|
$2.7M
|
+$102K
|
+1,996
|
+4%
|
|
|
55
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.44M
|
+$200K
|
+3,926
|
+9%
|
|
|
56
|
Creative Planning
Overland Park,
Kansas
|
$2.35M
|
+$4.34K
|
+85
|
+0.2%
|
|
|
57
|
Bayshore Asset Management
Coral Gables,
Florida
|
$2.01M
|
+$225K
|
+4,404
|
+14%
|
|
|
58
|
Mattern Capital Management
Lakewood,
Colorado
|
$1.9M
|
+$63.7K
|
+1,248
|
+4%
|
|
|
59
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$1.79M
|
+$335K
|
+6,562
|
+24%
|
|
|
60
|
Cypress Point Wealth Management
Dallas,
Texas
|
$1.76M
|
+$951K
|
+18,615
|
+130%
|
|
|
61
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.73M
|
–
|
–
|
–
|
|
|
62
|
Altiora Financial Group
Lebanon,
Ohio
|
$1.71M
|
+$39.8K
|
+779
|
+2%
|
|
|
63
|
Signet Financial Management
Parsippany,
New Jersey
|
$1.5M
|
+$150K
|
+2,940
|
+12%
|
|
|
64
|
Perigon Wealth Management
San Francisco,
California
|
$1.45M
|
+$1.39M
|
+27,160
|
New
|
|
|
65
|
Mattern Wealth Management
Lawrence,
Kansas
|
$1.42M
|
-$58.7K
|
-1,150
|
-4%
|
|
|
66
|
Wealth Architects
Mountain View,
California
|
$1.39M
|
–
|
–
|
–
|
|
|
67
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.38M
|
-$286K
|
-5,591
|
-18%
|
|
|
68
|
Northwest Wealth Management
Spencer,
Iowa
|
$1.32M
|
+$94.9K
|
+1,858
|
+8%
|
|
|
69
|
Equitable Holdings
New York
|
$1.28M
|
+$89.4K
|
+1,751
|
+8%
|
|
|
70
|
Bank of America
Charlotte,
North Carolina
|
$1.27M
|
-$277K
|
-5,424
|
-19%
|
|
|
71
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.24M
|
+$1.19M
|
+23,329
|
New
|
|
|
72
|
SC&H Financial Advisors
Sparks,
Maryland
|
$1.23M
|
+$5.62K
|
+110
|
+0.5%
|
|
|
73
|
AE Wealth Management
Topeka,
Kansas
|
$1.22M
|
+$1.17M
|
+22,948
|
New
|
|
|
74
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$1.07M
|
+$47K
|
+921
|
+5%
|
|
|
75
|
Stone Summit Wealth
Miami,
Florida
|
$1.07M
|
+$501K
|
+9,813
|
+97%
|
|
