|
51
|
Envestnet Asset Management
Chicago,
Illinois
|
$705K
|
-$362K
|
-10,490
|
-31%
|
|
|
52
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
$683K
|
+$57.1K
|
+1,655
|
+6%
|
|
|
53
|
Tidal Investments
Milwaukee,
Wisconsin
|
$664K
|
+$774K
|
+22,416
|
New
|
|
|
54
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$621K
|
-$73.6K
|
-2,132
|
-9%
|
|
|
55
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$614K
|
+$49.2K
|
+1,425
|
+7%
|
|
|
56
|
HighTower Advisors
Chicago,
Illinois
|
$563K
|
+$212K
|
+6,149
|
+48%
|
|
|
57
|
Headlands Technologies
Chicago,
Illinois
|
$515K
|
+$601K
|
+17,408
|
New
|
|
|
58
|
National Wealth Management Group
Cincinnati,
Ohio
|
$511K
|
+$64.5K
|
+1,868
|
+12%
|
|
|
59
|
Activest Wealth Management
Aventure,
Florida
|
$483K
|
+$402K
|
+11,636
|
+249%
|
|
|
60
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$450K
|
+$56.3K
|
+1,631
|
+12%
|
|
|
61
|
Avidian Wealth Enterprises
Houston,
Texas
|
$442K
|
+$296K
|
+8,561
|
+135%
|
|
|
62
|
NWAM LLC
Mercer Island,
Washington
|
$437K
|
-$2.06M
|
-59,600
|
-80%
|
|
|
63
|
Cresset Asset Management
Chicago,
Illinois
|
$432K
|
-$177K
|
-5,120
|
-26%
|
|
|
64
|
BlueChip Wealth Advisors
Milton,
Georgia
|
$430K
|
-$187K
|
-5,414
|
-27%
|
|
|
65
|
COFG Advisors
Oak Brook,
Illinois
|
$427K
|
+$498K
|
+14,427
|
New
|
|
|
66
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$421K
|
+$289K
|
+8,378
|
+143%
|
|
|
67
|
Creative Planning
Overland Park,
Kansas
|
$416K
|
-$367K
|
-10,619
|
-43%
|
|
|
68
|
Transcend Capital Advisors
Madison,
New Jersey
|
$415K
|
+$484K
|
+14,025
|
New
|
|
|
69
|
PUREfi Wealth
Boston,
Massachusetts
|
$406K
|
+$231K
|
+6,700
|
+96%
|
|
|
70
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$387K
|
+$451K
|
+13,074
|
New
|
|
|
71
|
|
$385K
|
+$450K
|
+13,033
|
New
|
|
|
72
|
AE Wealth Management
Topeka,
Kansas
|
$378K
|
+$440K
|
+12,752
|
New
|
|
|
73
|
Kestra Private Wealth Services
Austin,
Texas
|
$360K
|
+$158K
|
+4,575
|
+60%
|
|
|
74
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$355K
|
–
|
–
|
–
|
|
|
75
|
Bosman Wealth Management
Redlands,
California
|
$338K
|
+$394K
|
+11,409
|
New
|
|
