|
26
|
Wealthfront Advisers
Palo Alto,
California
|
$365K
|
+$103K
|
+4,825
|
+38%
|
|
|
27
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$340K
|
-$608K
|
-28,395
|
-64%
|
|
|
28
|
Rockefeller Capital Management
New York
|
$317K
|
+$17.3K
|
+809
|
+6%
|
|
|
29
|
Bridge Advisory
Pasadena,
California
|
$311K
|
-$70.4K
|
-3,292
|
-18%
|
|
|
30
|
MAI Capital Management
Independence,
Ohio
|
$296K
|
–
|
–
|
–
|
|
|
31
|
Northwest Wealth Management
Spencer,
Iowa
|
$286K
|
–
|
–
|
–
|
|
|
32
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$271K
|
+$53.6K
|
+2,503
|
+24%
|
|
|
33
|
SageView Advisory Group
Newport Beach,
California
|
$260K
|
+$265K
|
+12,400
|
New
|
|
|
34
|
Corient Private Wealth
Miami,
Florida
|
$256K
|
–
|
–
|
–
|
|
|
35
|
Millennium Management
New York
|
$253K
|
+$56.1K
|
+2,622
|
+28%
|
|
|
36
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$253K
|
+$258K
|
+12,065
|
New
|
|
|
37
|
Insigneo Advisory Services
Miami,
Florida
|
$234K
|
-$42.8K
|
-2,000
|
-15%
|
|
|
38
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$226K
|
–
|
–
|
–
|
|
|
39
|
Ameriprise
Minneapolis,
Minnesota
|
$211K
|
+$215K
|
+10,056
|
New
|
|
|
40
|
Bard Financial Services
Branford,
Connecticut
|
$209K
|
–
|
–
|
–
|
|
|
41
|
Tevis Investment Management
Plano,
Texas
|
$202K
|
+$207K
|
+9,667
|
New
|
|
|
42
|
IFP Advisors
Tampa,
Florida
|
$175K
|
-$292K
|
-13,652
|
-63%
|
|
|
43
|
Anchor Investment Management
Columbia,
South Carolina
|
$146K
|
+$428
|
+20
|
+0.3%
|
|
|
44
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$144K
|
+$148K
|
+6,900
|
New
|
|
|
45
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$107K
|
+$110K
|
+5,118
|
New
|
|
|
46
|
Avior Wealth Management
Omaha,
Nebraska
|
$105K
|
+$107K
|
+5,017
|
New
|
|
|
47
|
Belpointe Asset Management
Reno,
Nevada
|
$98.9K
|
-$5.63K
|
-263
|
-5%
|
|
|
48
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$68K
|
–
|
–
|
–
|
|
|
49
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$67K
|
–
|
–
|
–
|
|
|
50
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$41.9K
|
–
|
–
|
–
|
|
