|
51
|
Ameriprise
Minneapolis,
Minnesota
|
$532K
|
-$27.7K
|
-463
|
-5%
|
|
|
52
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$511K
|
+$112K
|
+1,865
|
+28%
|
|
|
53
|
Koshinski Asset Management
Decatur,
Illinois
|
$498K
|
+$4.43K
|
+74
|
+0.9%
|
|
|
54
|
Atria Wealth Solutions
New York
|
$485K
|
-$25.3K
|
-423
|
-5%
|
|
|
55
|
Mercer Global Advisors
Denver,
Colorado
|
$447K
|
+$17.2K
|
+287
|
+4%
|
|
|
56
|
CVA Family Office
Denver,
Colorado
|
$442K
|
–
|
–
|
–
|
|
|
57
|
Icon Wealth Partners
Houston,
Texas
|
$427K
|
+$429K
|
+7,168
|
New
|
|
|
58
|
Inscription Capital
Houston,
Texas
|
$422K
|
–
|
–
|
–
|
|
|
59
|
Marcum Wealth
Cleveland,
Ohio
|
$419K
|
+$53.6K
|
+896
|
+15%
|
|
|
60
|
Rockefeller Capital Management
New York
|
$410K
|
-$119K
|
-1,992
|
-22%
|
|
|
61
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$407K
|
+$898
|
+15
|
+0.2%
|
|
|
62
|
Cetera Advisors
Denver,
Colorado
|
$390K
|
-$32.2K
|
-538
|
-8%
|
|
|
63
|
Mariner
Overland Park,
Kansas
|
$379K
|
+$12.8K
|
+214
|
+3%
|
|
|
64
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$375K
|
–
|
–
|
–
|
|
|
65
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$369K
|
–
|
–
|
–
|
|
|
66
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$365K
|
+$366K
|
+6,124
|
New
|
|
|
67
|
Aspen Grove Capital
Avon,
Colorado
|
$364K
|
–
|
–
|
–
|
|
|
68
|
Fidelity Investments
Boston,
Massachusetts
|
$357K
|
+$8.74K
|
+146
|
+2%
|
|
|
69
|
Wedbush Securities
Los Angeles,
California
|
$330K
|
+$16.9K
|
+283
|
+5%
|
|
|
70
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$329K
|
–
|
–
|
–
|
|
|
71
|
William Blair & Company
Chicago,
Illinois
|
$306K
|
-$18.1K
|
-302
|
-6%
|
|
|
72
|
Scotia Capital
Toronto,
Ontario, Canada
|
$299K
|
-$429K
|
-7,177
|
-59%
|
|
|
73
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$290K
|
+$139K
|
+2,315
|
+91%
|
|
|
74
|
Csenge Advisory Group
Clearwater,
Florida
|
$288K
|
-$1.74K
|
-29
|
-0.6%
|
|
|
75
|
Wells Fargo
San Francisco,
California
|
$286K
|
-$51.7K
|
-864
|
-15%
|
|
