|
26
|
Rockefeller Capital Management
New York
|
$304K
|
+$24.1K
|
+1,121
|
+8%
|
|
|
27
|
MAI Capital Management
Independence,
Ohio
|
$299K
|
–
|
–
|
–
|
|
|
28
|
Northwest Wealth Management
Spencer,
Iowa
|
$289K
|
-$189K
|
-8,764
|
-39%
|
|
|
29
|
Insigneo Advisory Services
Miami,
Florida
|
$279K
|
+$283K
|
+13,170
|
New
|
|
|
30
|
Wealthfront Advisers
Palo Alto,
California
|
$267K
|
+$48.7K
|
+2,264
|
+22%
|
|
|
31
|
Corient Private Wealth
Miami,
Florida
|
$259K
|
+$263K
|
+12,236
|
New
|
|
|
32
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$237K
|
+$241K
|
+11,196
|
New
|
|
|
33
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$228K
|
-$4.3K
|
-200
|
-2%
|
|
|
34
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$221K
|
+$225K
|
+10,460
|
New
|
|
|
35
|
Bard Financial Services
Branford,
Connecticut
|
$212K
|
–
|
–
|
–
|
|
|
36
|
Millennium Management
New York
|
$200K
|
+$203K
|
+9,452
|
New
|
|
|
37
|
Anchor Investment Management
Columbia,
South Carolina
|
$147K
|
+$409
|
+19
|
+0.3%
|
|
|
38
|
Belpointe Asset Management
Reno,
Nevada
|
$106K
|
-$64.2K
|
-2,985
|
-37%
|
|
|
39
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$69K
|
+$70.4K
|
+3,272
|
New
|
|
|
40
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$68K
|
–
|
–
|
–
|
|
|
41
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$42.3K
|
–
|
–
|
–
|
|
|
42
|
EPG Wealth Management
Atlanta,
Georgia
|
$35.6K
|
+$473
|
+22
|
+1%
|
|
|
43
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$22K
|
–
|
–
|
–
|
|
|
44
|
S.A. Mason
Holland,
Michigan
|
$12.7K
|
–
|
–
|
–
|
|
|
45
|
WR Wealth Planners
Columbia,
Missouri
|
$11.8K
|
+$151
|
+7
|
+1%
|
|
|
46
|
Steward Partners Investment Advisory
New York
|
$11.6K
|
–
|
–
|
–
|
|
|
47
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$10.6K
|
–
|
–
|
–
|
|
|
48
|
William Blair & Company
Chicago,
Illinois
|
$10.1K
|
–
|
–
|
–
|
|
|
49
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$6.92K
|
+$7.04K
|
+327
|
New
|
|
|
50
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$6.03K
|
–
|
–
|
–
|
|
