|
51
|
Asset Dedication LLC
San Francisco,
California
|
$597K
|
+$15.3K
|
+319
|
+3%
|
|
|
52
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$582K
|
+$40.3K
|
+839
|
+8%
|
|
|
53
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$521K
|
+$17.8K
|
+371
|
+4%
|
|
|
54
|
Osaic Holdings
Scottsdale,
Arizona
|
$510K
|
+$5.14K
|
+107
|
+1%
|
|
|
55
|
Regal Investment Advisors
Kentwood,
Michigan
|
$505K
|
+$25.1K
|
+523
|
+6%
|
|
|
56
|
Park Avenue Securities
New York
|
$500K
|
+$67.9K
|
+1,413
|
+17%
|
|
|
57
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$442K
|
-$25.9K
|
-540
|
-6%
|
|
|
58
|
White Pine Capital
Bloomington,
Minnesota
|
$441K
|
–
|
–
|
–
|
|
|
59
|
Running Point Capital Advisors
El Segundo,
California
|
$400K
|
+$372K
|
+7,744
|
New
|
|
|
60
|
First Horizon Advisors
Memphis,
Tennessee
|
$389K
|
+$2.93K
|
+61
|
+0.8%
|
|
|
61
|
GeoWealth Management
Chicago,
Illinois
|
$388K
|
+$113K
|
+2,362
|
+46%
|
|
|
62
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$380K
|
-$25.9K
|
-540
|
-7%
|
|
|
63
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$361K
|
-$49.8K
|
-1,037
|
-13%
|
|
|
64
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$361K
|
+$23.7K
|
+493
|
+8%
|
|
|
65
|
Paracle Advisors
Mercer Island,
Washington
|
$359K
|
-$23.2K
|
-483
|
-6%
|
|
|
66
|
Falcon Wealth Planning
Ontario,
California
|
$352K
|
+$327K
|
+6,813
|
New
|
|
|
67
|
RFG Advisory
Birmingham,
Alabama
|
$347K
|
-$10.9K
|
-226
|
-3%
|
|
|
68
|
Ameriprise
Minneapolis,
Minnesota
|
$340K
|
+$2.83K
|
+59
|
+0.9%
|
|
|
69
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$339K
|
+$316K
|
+6,569
|
New
|
|
|
70
|
Whittier Trust
South Pasadena,
California
|
$332K
|
–
|
–
|
–
|
|
|
71
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$325K
|
-$1.56M
|
-32,579
|
-84%
|
|
|
72
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$312K
|
-$12.4K
|
-258
|
-4%
|
|
|
73
|
KeyBank National Association
Cleveland,
Ohio
|
$311K
|
–
|
–
|
–
|
|
|
74
|
Stifel Financial
St. Louis,
Missouri
|
$281K
|
+$14K
|
+291
|
+6%
|
|
|
75
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$266K
|
-$5.48K
|
-114
|
-2%
|
|
