|
51
|
KDK Private Wealth Management
Houston,
Texas
|
$366K
|
+$401K
|
+7,602
|
New
|
|
|
52
|
Atria Investments
Charlotte,
North Carolina
|
$355K
|
-$244K
|
-4,630
|
-39%
|
|
|
53
|
NewEdge Advisors
New Orleans,
Louisiana
|
$328K
|
+$528
|
+10
|
+0.1%
|
|
|
54
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$312K
|
+$36.1K
|
+685
|
+12%
|
|
|
55
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$312K
|
+$36.1K
|
+685
|
+12%
|
|
|
56
|
MML Investors Services
Springfield,
Massachusetts
|
$311K
|
-$71.3K
|
-1,351
|
-17%
|
|
|
57
|
Essex Financial Services
Essex,
Connecticut
|
$296K
|
–
|
–
|
–
|
|
|
58
|
WealthGarden F.S.
El Segundo,
California
|
$279K
|
+$3.32K
|
+63
|
+1%
|
|
|
59
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$261K
|
–
|
–
|
–
|
|
|
60
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$233K
|
-$89.6K
|
-1,698
|
-26%
|
|
|
61
|
Beaumont Asset Management
Beaumont,
Texas
|
$231K
|
-$3.69K
|
-70
|
-1%
|
|
|
62
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$222K
|
+$11.7K
|
+221
|
+5%
|
|
|
63
|
Kestra Advisory Services
Austin,
Texas
|
$219K
|
+$39K
|
+740
|
+19%
|
|
|
64
|
Kestra Investment Management
Austin,
Texas
|
$209K
|
+$10.2K
|
+194
|
+5%
|
|
|
65
|
Kestra Private Wealth Services
Austin,
Texas
|
$206K
|
-$17.5K
|
-331
|
-7%
|
|
|
66
|
Matthew Hamilton Rosenberg
|
$172K
|
–
|
–
|
–
|
|
|
67
|
Tortoise Investment Management
White Plains,
New York
|
$165K
|
–
|
–
|
–
|
|
|
68
|
UBS Group
Zurich,
Switzerland
|
$140K
|
-$44K
|
-834
|
-22%
|
|
|
69
|
Pathway Financial Advisers
Auburn,
Indiana
|
$140K
|
-$422
|
-8
|
-0.3%
|
|
|
70
|
MAI Capital Management
Independence,
Ohio
|
$123K
|
+$134K
|
+2,543
|
New
|
|
|
71
|
Comerica Bank
Dallas,
Texas
|
$105K
|
+$1.11K
|
+21
|
+1%
|
|
|
72
|
IFP Advisors
Tampa,
Florida
|
$72.5K
|
+$106
|
+2
|
+0.1%
|
|
|
73
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$71K
|
+$40.9K
|
+776
|
+111%
|
|
|
74
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$61K
|
+$3.38K
|
+64
|
+5%
|
|
|
75
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$55.1K
|
+$47.2K
|
+895
|
+361%
|
|
