|
51
|
|
$673K
|
-$1.32M
|
-31,043
|
-67%
|
|
|
52
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$559K
|
+$532K
|
+12,484
|
New
|
|
|
53
|
Rockefeller Capital Management
New York
|
$558K
|
-$1.19K
|
-28
|
-0.2%
|
|
|
54
|
Essential Planning
Portsmouth,
New Hampshire
|
$530K
|
–
|
–
|
–
|
|
|
55
|
|
$506K
|
-$29.7K
|
-697
|
-6%
|
|
|
56
|
Kestra Advisory Services
Austin,
Texas
|
$502K
|
-$66.6K
|
-1,563
|
-12%
|
|
|
57
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$493K
|
–
|
–
|
–
|
|
|
58
|
Steward Partners Investment Advisory
New York
|
$488K
|
-$20.5K
|
-481
|
-4%
|
|
|
59
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$481K
|
-$3.37K
|
-79
|
-0.7%
|
|
|
60
|
S.A. Mason
Holland,
Michigan
|
$464K
|
–
|
–
|
–
|
|
|
61
|
William Blair & Company
Chicago,
Illinois
|
$455K
|
–
|
–
|
–
|
|
|
62
|
Claro Advisors
Boston,
Massachusetts
|
$453K
|
+$30.1K
|
+705
|
+7%
|
|
|
63
|
&Partners
Nashville,
Tennessee
|
$430K
|
–
|
–
|
–
|
|
|
64
|
RFG Advisory
Birmingham,
Alabama
|
$424K
|
-$25K
|
-587
|
-6%
|
|
|
65
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$399K
|
+$1.58K
|
+37
|
+0.4%
|
|
|
66
|
Atria Wealth Solutions
New York
|
$364K
|
+$6.22K
|
+146
|
+2%
|
|
|
67
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$362K
|
+$13.4K
|
+315
|
+4%
|
|
|
68
|
PSI Advisors
Tampa,
Florida
|
$356K
|
-$27.3K
|
-641
|
-7%
|
|
|
69
|
Cresset Asset Management
Chicago,
Illinois
|
$346K
|
–
|
–
|
–
|
|
|
70
|
|
$343K
|
-$3.88K
|
-91
|
-1%
|
|
|
71
|
Berger Financial Group
Plymouth,
Minnesota
|
$343K
|
–
|
–
|
–
|
|
|
72
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$327K
|
+$43
|
+1
|
+0%
|
|
|
73
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$316K
|
+$284K
|
+6,654
|
New
|
|
|
74
|
US Bancorp
Minneapolis,
Minnesota
|
$295K
|
–
|
–
|
–
|
|
|
75
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$289K
|
-$4.26K
|
-100
|
-2%
|
|
