|
51
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$701K
|
+$39.6K
|
+655
|
+6%
|
|
|
52
|
Steward Partners Investment Advisory
New York
|
$666K
|
–
|
–
|
–
|
|
|
53
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$658K
|
–
|
–
|
–
|
|
|
54
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$648K
|
–
|
–
|
–
|
|
|
55
|
Wells Fargo
San Francisco,
California
|
$619K
|
-$468K
|
-7,742
|
-44%
|
|
|
56
|
Atria Wealth Solutions
New York
|
$568K
|
-$45.9K
|
-759
|
-8%
|
|
|
57
|
Sentinel Trust
Houston,
Texas
|
$558K
|
-$14K
|
-232
|
-3%
|
|
|
58
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$544K
|
+$532K
|
+8,793
|
New
|
|
|
59
|
Lake Street Private Wealth
Chicago,
Illinois
|
$540K
|
-$5.86K
|
-97
|
-1%
|
|
|
60
|
Kestra Private Wealth Services
Austin,
Texas
|
$457K
|
-$120K
|
-1,988
|
-21%
|
|
|
61
|
Crewe Advisors
Salt Lake City,
Utah
|
$448K
|
–
|
–
|
–
|
|
|
62
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$431K
|
–
|
–
|
–
|
|
|
63
|
Creative Planning
Overland Park,
Kansas
|
$421K
|
-$133K
|
-2,205
|
-24%
|
|
|
64
|
Citadel Advisors
Miami,
Florida
|
$421K
|
-$212K
|
-3,511
|
-34%
|
|
|
65
|
Inscription Capital
Houston,
Texas
|
$405K
|
+$412K
|
+6,819
|
New
|
|
|
66
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$399K
|
+$604
|
+10
|
+0.2%
|
|
|
67
|
HighTower Advisors
Chicago,
Illinois
|
$371K
|
-$58.6K
|
-970
|
-14%
|
|
|
68
|
International Assets Investment Management
Orlando,
Florida
|
$361K
|
-$4.78K
|
-79
|
-1%
|
|
|
69
|
Ameriprise
Minneapolis,
Minnesota
|
$329K
|
-$13.8K
|
-229
|
-4%
|
|
|
70
|
Custos Family Office
Austin,
Texas
|
$316K
|
-$27.4K
|
-453
|
-8%
|
|
|
71
|
Sapient Capital
Indianapolis,
Indiana
|
$307K
|
-$19.2K
|
-317
|
-6%
|
|
|
72
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$306K
|
+$4.84K
|
+80
|
+2%
|
|
|
73
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$306K
|
+$4.84K
|
+80
|
+2%
|
|
|
74
|
Pathstone Holdings
Englewood,
New Jersey
|
$300K
|
+$44.6K
|
+737
|
+18%
|
|
|
75
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$292K
|
+$285K
|
+4,721
|
New
|
|
