|
51
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$5.33M
|
-$246K
|
-5,361
|
-4%
|
|
|
52
|
Steward Partners Investment Advisory
New York
|
$5.19M
|
-$557K
|
-12,109
|
-10%
|
|
|
53
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$5.16M
|
+$4.39M
|
+95,440
|
+561%
|
|
|
54
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.74M
|
-$369K
|
-8,022
|
-7%
|
|
|
55
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$4.72M
|
+$183K
|
+3,979
|
+4%
|
|
|
56
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$4.6M
|
-$1.31M
|
-28,560
|
-22%
|
|
|
57
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$4.29M
|
+$2.29M
|
+49,739
|
+114%
|
|
|
58
|
TrueWealth Advisors
Birmingham,
Alabama
|
$4.24M
|
+$654K
|
+14,227
|
+18%
|
|
|
59
|
Davenport & Co
Richmond,
Virginia
|
$4.22M
|
+$531K
|
+11,559
|
+14%
|
|
|
60
|
MML Investors Services
Springfield,
Massachusetts
|
$4.21M
|
-$182K
|
-3,954
|
-4%
|
|
|
61
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$4.06M
|
+$256K
|
+5,572
|
+7%
|
|
|
62
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$4.03M
|
-$242K
|
-5,269
|
-6%
|
|
|
63
|
Financial Enhancement Group
Anderson,
Indiana
|
$3.98M
|
+$2.83M
|
+61,475
|
+226%
|
|
|
64
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$3.9M
|
–
|
–
|
–
|
|
|
65
|
HighTower Advisors
Chicago,
Illinois
|
$3.89M
|
-$2.09M
|
-45,505
|
-35%
|
|
|
66
|
Integrity Financial
Cheyenne,
Wyoming
|
$3.88M
|
+$23.3K
|
+507
|
+0.6%
|
|
|
67
|
Kestra Advisory Services
Austin,
Texas
|
$3.81M
|
-$12.6M
|
-274,411
|
-77%
|
|
|
68
|
Avantax Advisory Services
Dallas,
Texas
|
$3.81M
|
+$51.3K
|
+1,115
|
+1%
|
|
|
69
|
Trinity Legacy Partners
Houston,
Texas
|
$3.67M
|
+$1.28M
|
+27,875
|
+54%
|
|
|
70
|
Colorado Capital Management
Boulder,
Colorado
|
$3.49M
|
-$60.8K
|
-1,322
|
-2%
|
|
|
71
|
J.W. Cole Advisors
Tampa,
Florida
|
$3.36M
|
+$22.9K
|
+497
|
+0.7%
|
|
|
72
|
Asset Allocation Strategies
Farmington,
Michigan
|
$3.33M
|
-$1.58M
|
-34,420
|
-32%
|
|
|
73
|
Rockefeller Capital Management
New York
|
$3.33M
|
+$135K
|
+2,927
|
+4%
|
|
|
74
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$3.2M
|
-$36.4K
|
-791
|
-1%
|
|
|
75
|
McNaughton Wealth Management
San Diego,
California
|
$3.18M
|
+$122K
|
+2,643
|
+4%
|
|
