|
51
|
Truist Financial
Charlotte,
North Carolina
|
$1.11M
|
-$462K
|
-6,097
|
-31%
|
|
|
52
|
Hudson Portfolio Management
Garrison,
New York
|
$1.07M
|
-$11.4K
|
-150
|
-1%
|
|
|
53
|
MML Investors Services
Springfield,
Massachusetts
|
$1M
|
+$81.3K
|
+1,073
|
+9%
|
|
|
54
|
Creative Planning
Overland Park,
Kansas
|
$963K
|
-$78.3K
|
-1,033
|
-8%
|
|
|
55
|
Syon Capital
San Francisco,
California
|
$903K
|
-$134K
|
-1,774
|
-14%
|
|
|
56
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$861K
|
+$833
|
+11
|
+0.1%
|
|
|
57
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$786K
|
-$2.24M
|
-29,613
|
-75%
|
|
|
58
|
|
$785K
|
+$737K
|
+9,729
|
New
|
|
|
59
|
Mariner
Overland Park,
Kansas
|
$785K
|
+$18.6K
|
+245
|
+3%
|
|
|
60
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$731K
|
-$12.3K
|
-163
|
-2%
|
|
|
61
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$712K
|
-$127K
|
-1,674
|
-16%
|
|
|
62
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$704K
|
+$129K
|
+1,704
|
+24%
|
|
|
63
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$691K
|
–
|
–
|
–
|
|
|
64
|
Argent Trust Co
Nashville,
Tennessee
|
$681K
|
-$50.1K
|
-661
|
-7%
|
|
|
65
|
Private Trust Company
Cleveland,
Ohio
|
$667K
|
-$36.7K
|
-484
|
-6%
|
|
|
66
|
Avidian Wealth Enterprises
Houston,
Texas
|
$660K
|
-$11.4K
|
-150
|
-2%
|
|
|
67
|
Ballentine Partners
Waltham,
Massachusetts
|
$652K
|
-$166K
|
-2,188
|
-21%
|
|
|
68
|
|
$641K
|
+$194K
|
+2,554
|
+47%
|
|
|
69
|
Koshinski Asset Management
Decatur,
Illinois
|
$618K
|
+$2.8K
|
+37
|
+0.5%
|
|
|
70
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$585K
|
-$278K
|
-3,663
|
-34%
|
|
|
71
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$572K
|
+$537K
|
+7,091
|
New
|
|
|
72
|
L.K. Benson & Company
Baltimore,
Maryland
|
$565K
|
–
|
–
|
–
|
|
|
73
|
Inscription Capital
Houston,
Texas
|
$562K
|
–
|
–
|
–
|
|
|
74
|
Sapient Capital
Indianapolis,
Indiana
|
$531K
|
–
|
–
|
–
|
|
|
75
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$524K
|
-$1.07M
|
-14,139
|
-69%
|
|
