|
51
|
Concurrent Investment Advisors
Tampa,
Florida
|
$738K
|
+$154K
|
+3,184
|
+28%
|
|
|
52
|
Oxler Private Wealth
Rye Brook,
New York
|
$671K
|
-$62.5K
|
-1,296
|
-9%
|
|
|
53
|
Means Investment Company
Bangor,
Maine
|
$654K
|
+$627
|
+13
|
+0.1%
|
|
|
54
|
William Blair & Company
Chicago,
Illinois
|
$642K
|
-$84.9K
|
-1,760
|
-12%
|
|
|
55
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$637K
|
+$7.29K
|
+151
|
+1%
|
|
|
56
|
Rockefeller Capital Management
New York
|
$580K
|
+$97
|
+2
|
+0%
|
|
|
57
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$547K
|
–
|
–
|
–
|
|
|
58
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$527K
|
+$51.2K
|
+1,060
|
+11%
|
|
|
59
|
Columbia River Financial Group
Vancouver,
Washington
|
$519K
|
+$1.16K
|
+24
|
+0.2%
|
|
|
60
|
NBC Securities
Birmingham,
Alabama
|
$516K
|
+$10.8K
|
+224
|
+2%
|
|
|
61
|
|
$508K
|
+$481K
|
+9,970
|
New
|
|
|
62
|
S.A. Mason
Holland,
Michigan
|
$482K
|
–
|
–
|
–
|
|
|
63
|
|
$481K
|
+$40.7K
|
+843
|
+10%
|
|
|
64
|
Nemes Rush Group
Novi,
Michigan
|
$470K
|
-$269K
|
-5,576
|
-38%
|
|
|
65
|
US Bancorp
Minneapolis,
Minnesota
|
$437K
|
–
|
–
|
–
|
|
|
66
|
Claro Advisors
Boston,
Massachusetts
|
$418K
|
+$12K
|
+248
|
+3%
|
|
|
67
|
Precedent Wealth Partners
Houston,
Texas
|
$412K
|
+$3.47K
|
+72
|
+0.9%
|
|
|
68
|
Essential Planning
Portsmouth,
New Hampshire
|
$398K
|
+$48
|
+1
|
+0%
|
|
|
69
|
MML Investors Services
Springfield,
Massachusetts
|
$394K
|
-$46.3K
|
-960
|
-11%
|
|
|
70
|
Cresset Asset Management
Chicago,
Illinois
|
$394K
|
–
|
–
|
–
|
|
|
71
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$394K
|
+$917
|
+19
|
+0.3%
|
|
|
72
|
Davenport & Co
Richmond,
Virginia
|
$365K
|
+$126K
|
+2,610
|
+57%
|
|
|
73
|
Modera Wealth Management
Westwood,
New Jersey
|
$348K
|
–
|
–
|
–
|
|
|
74
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$345K
|
-$50.5K
|
-1,046
|
-14%
|
|
|
75
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$336K
|
-$1.77M
|
-36,681
|
-85%
|
|
