|
51
|
CX Institutional
Auburn,
Indiana
|
$486K
|
-$41.6K
|
-832
|
-8%
|
|
|
52
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$475K
|
+$4.3K
|
+86
|
+0.9%
|
|
|
53
|
Comerica Bank
Dallas,
Texas
|
$447K
|
-$45.7K
|
-914
|
-9%
|
|
|
54
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$437K
|
-$382K
|
-7,628
|
-46%
|
|
|
55
|
Kestra Private Wealth Services
Austin,
Texas
|
$437K
|
–
|
–
|
–
|
|
|
56
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$418K
|
+$61.8K
|
+1,235
|
+17%
|
|
|
57
|
Independent Financial Group
San Diego,
California
|
$395K
|
–
|
–
|
–
|
|
|
58
|
Prospera Financial Services
Dallas,
Texas
|
$372K
|
+$5K
|
+100
|
+1%
|
|
|
59
|
Raymond James & Associates
St Petersburg,
Florida
|
$365K
|
+$116K
|
+2,320
|
+45%
|
|
|
60
|
Western Wealth Management
Golden,
Colorado
|
$342K
|
+$17K
|
+340
|
+5%
|
|
|
61
|
International Assets Investment Management
Orlando,
Florida
|
$329K
|
-$42.8K
|
-856
|
-11%
|
|
|
62
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$328K
|
+$330K
|
+6,589
|
New
|
|
|
63
|
Belpointe Asset Management
Reno,
Nevada
|
$324K
|
+$18.4K
|
+367
|
+6%
|
|
|
64
|
Financial Advocates Investment Management
Olympia,
Washington
|
$315K
|
+$324K
|
+6,469
|
New
|
|
|
65
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$308K
|
+$5.05K
|
+101
|
+2%
|
|
|
66
|
Rockefeller Capital Management
New York
|
$306K
|
-$200
|
-4
|
-0.1%
|
|
|
67
|
Arax Advisory Partners
Denver,
Colorado
|
$277K
|
–
|
–
|
–
|
|
|
68
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$272K
|
+$9.76K
|
+195
|
+4%
|
|
|
69
|
Geneos Wealth Management
Englewood,
Colorado
|
$263K
|
-$43.5K
|
-870
|
-14%
|
|
|
70
|
OneAscent Financial Services
Birmingham,
Alabama
|
$257K
|
+$264K
|
+5,276
|
New
|
|
|
71
|
TRUADVICE
Sarasota,
Florida
|
$228K
|
+$229K
|
+4,578
|
New
|
|
|
72
|
Institute for Wealth Management
Denver,
Colorado
|
$219K
|
–
|
–
|
–
|
|
|
73
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$186K
|
+$191K
|
+3,815
|
New
|
|
|
74
|
Harbour Investments
Madison,
Wisconsin
|
$137K
|
+$141K
|
+2,808
|
New
|
|
|
75
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$125K
|
–
|
–
|
–
|
|
