|
51
|
Envestnet Asset Management
Chicago,
Illinois
|
$306K
|
+$339K
|
+17,715
|
New
|
|
|
52
|
IFP Advisors
Tampa,
Florida
|
$285K
|
–
|
–
|
–
|
|
|
53
|
|
$272K
|
-$69.4K
|
-3,628
|
-19%
|
|
|
54
|
Independent Financial Group
San Diego,
California
|
$268K
|
+$49.5K
|
+2,588
|
+20%
|
|
|
55
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$258K
|
+$81.5K
|
+4,261
|
+40%
|
|
|
56
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$246K
|
-$13.4K
|
-701
|
-5%
|
|
|
57
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$245K
|
+$9.21K
|
+482
|
+4%
|
|
|
58
|
Stifel Financial
St. Louis,
Missouri
|
$235K
|
+$8.6K
|
+450
|
+3%
|
|
|
59
|
|
$208K
|
+$230K
|
+12,045
|
New
|
|
|
60
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$206K
|
-$243K
|
-12,705
|
-55%
|
|
|
61
|
Truist Financial
Charlotte,
North Carolina
|
$194K
|
–
|
–
|
–
|
|
|
62
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$188K
|
+$4.67K
|
+244
|
+2%
|
|
|
63
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$183K
|
+$4.49K
|
+235
|
+2%
|
|
|
64
|
Coastline Trust
Providence,
Rhode Island
|
$181K
|
–
|
–
|
–
|
|
|
65
|
D.A. Davidson & Co
Great Falls,
Montana
|
$180K
|
+$199K
|
+10,403
|
New
|
|
|
66
|
|
$178K
|
+$197K
|
+10,312
|
New
|
|
|
67
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$175K
|
–
|
–
|
–
|
|
|
68
|
Bessemer Group
Woodbridge,
New Jersey
|
$125K
|
+$3.04K
|
+159
|
+2%
|
|
|
69
|
SOA Wealth Advisors
New York
|
$112K
|
–
|
–
|
–
|
|
|
70
|
Steward Partners Investment Advisory
New York
|
$107K
|
+$4.15K
|
+217
|
+4%
|
|
|
71
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$76K
|
+$1.85K
|
+97
|
+2%
|
|
|
72
|
IMA Advisory Services
Denver,
Colorado
|
$67K
|
-$5.62K
|
-294
|
-7%
|
|
|
73
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$53K
|
–
|
–
|
–
|
|
|
74
|
North Star Investment Management
Chicago,
Illinois
|
$46K
|
–
|
–
|
–
|
|
|
75
|
Truvestments Capital
Sarasota,
Florida
|
$43K
|
–
|
–
|
–
|
|
