|
51
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.19M
|
-$81.9K
|
-1,454
|
-6%
|
|
|
52
|
Rockefeller Capital Management
New York
|
$1.18M
|
+$797K
|
+14,158
|
+148%
|
|
|
53
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$1.17M
|
+$315K
|
+5,589
|
+31%
|
|
|
54
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.12M
|
-$2.86M
|
-50,711
|
-69%
|
|
|
55
|
Kaizen Financial Strategies
Campbell,
California
|
$1.12M
|
-$5.63K
|
-100
|
-0.5%
|
|
|
56
|
Bank of New York Mellon
New York
|
$1.12M
|
-$33.3K
|
-591
|
-3%
|
|
|
57
|
Kestra Advisory Services
Austin,
Texas
|
$1.11M
|
+$86K
|
+1,527
|
+7%
|
|
|
58
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$963K
|
-$1.01K
|
-18
|
-0.1%
|
|
|
59
|
Mariner
Overland Park,
Kansas
|
$955K
|
-$185K
|
-3,289
|
-15%
|
|
|
60
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$897K
|
-$2.08M
|
-37,003
|
-67%
|
|
|
61
|
Traction Financial Partners
Encampment,
Wyoming
|
$859K
|
+$60.8K
|
+1,080
|
+7%
|
|
|
62
|
VestGen Advisors
Inverness,
Illinois
|
$817K
|
-$23K
|
-408
|
-3%
|
|
|
63
|
Steward Partners Investment Advisory
New York
|
$808K
|
-$168K
|
-2,981
|
-16%
|
|
|
64
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$807K
|
-$26.2K
|
-466
|
-3%
|
|
|
65
|
|
$801K
|
-$61.2K
|
-1,087
|
-6%
|
|
|
66
|
|
$799K
|
+$51.3K
|
+911
|
+6%
|
|
|
67
|
Summit Financial
Parsippany,
New Jersey
|
$790K
|
+$892K
|
+15,852
|
New
|
|
|
68
|
UBS Group
Zurich,
Switzerland
|
$769K
|
-$177K
|
-3,141
|
-17%
|
|
|
69
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$755K
|
-$868K
|
-15,418
|
-51%
|
|
|
70
|
Stelac Advisory Services
New York
|
$747K
|
+$410K
|
+7,277
|
+94%
|
|
|
71
|
Cedrus Wealth Group LLC
Andover,
Minnesota
|
$720K
|
+$75.8K
|
+1,347
|
+10%
|
|
|
72
|
LRI Investments
Palm Beach Gardens,
Florida
|
$711K
|
+$804K
|
+14,283
|
New
|
|
|
73
|
Armis Advisers
Atlanta,
Georgia
|
$710K
|
–
|
–
|
–
|
|
|
74
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$704K
|
+$796K
|
+14,132
|
New
|
|
|
75
|
Creative Planning
Overland Park,
Kansas
|
$700K
|
-$14.2K
|
-252
|
-2%
|
|
