|
51
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$968K
|
+$1.05M
|
+17,860
|
New
|
|
|
52
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$954K
|
+$1.03M
|
+17,603
|
New
|
|
|
53
|
Comerica Bank
Dallas,
Texas
|
$855K
|
-$115K
|
-1,967
|
-11%
|
|
|
54
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$826K
|
+$2.4K
|
+41
|
+0.3%
|
|
|
55
|
Widmann Financial Services
Bowie,
Maryland
|
$818K
|
+$26K
|
+443
|
+3%
|
|
|
56
|
Meridian Wealth Management
Lexington,
Kentucky
|
$776K
|
+$839K
|
+14,313
|
New
|
|
|
57
|
|
$748K
|
+$150K
|
+2,551
|
+23%
|
|
|
58
|
Mariner
Overland Park,
Kansas
|
$710K
|
+$234
|
+4
|
+0%
|
|
|
59
|
Jones Financial Companies
Des Peres,
Missouri
|
$688K
|
+$264K
|
+4,511
|
+55%
|
|
|
60
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$688K
|
-$27K
|
-461
|
-4%
|
|
|
61
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$639K
|
-$107K
|
-1,818
|
-13%
|
|
|
62
|
Mosaic Financial Group
Chicago,
Illinois
|
$628K
|
+$5.33K
|
+91
|
+0.8%
|
|
|
63
|
Kestra Advisory Services
Austin,
Texas
|
$619K
|
-$50.7K
|
-865
|
-7%
|
|
|
64
|
Old Mission Capital
Chicago,
Illinois
|
$581K
|
-$96.4K
|
-1,644
|
-13%
|
|
|
65
|
Larson Financial Group
St Louis,
Missouri
|
$581K
|
+$38.7K
|
+660
|
+7%
|
|
|
66
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$573K
|
+$9.32K
|
+159
|
+2%
|
|
|
67
|
Diversified Trust
Memphis,
Tennessee
|
$569K
|
–
|
–
|
–
|
|
|
68
|
Fidelity Investments
Boston,
Massachusetts
|
$560K
|
-$76.3K
|
-1,301
|
-11%
|
|
|
69
|
Atria Wealth Solutions
New York
|
$529K
|
-$88.4K
|
-1,509
|
-13%
|
|
|
70
|
Perigon Wealth Management
San Francisco,
California
|
$512K
|
+$44K
|
+751
|
+9%
|
|
|
71
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$505K
|
–
|
–
|
–
|
|
|
72
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$504K
|
+$9.26K
|
+158
|
+2%
|
|
|
73
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$488K
|
–
|
–
|
–
|
|
|
74
|
Kestra Private Wealth Services
Austin,
Texas
|
$482K
|
+$15.7K
|
+268
|
+3%
|
|
|
75
|
Stifel Financial
St. Louis,
Missouri
|
$466K
|
-$13.8K
|
-236
|
-3%
|
|
