|
51
|
STAR Financial Bank
Fort Wayne,
Indiana
|
$229K
|
–
|
–
|
–
|
|
|
52
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$228K
|
+$231K
|
+11,498
|
New
|
|
|
53
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$219K
|
+$2.68K
|
+133
|
+1%
|
|
|
54
|
Mercer Global Advisors
Denver,
Colorado
|
$208K
|
+$2.46K
|
+122
|
+1%
|
|
|
55
|
Trust Company
Manhattan,
Kansas
|
$166K
|
+$31.2K
|
+1,548
|
+23%
|
|
|
56
|
Kestra Investment Management
Austin,
Texas
|
$153K
|
+$155K
|
+7,723
|
New
|
|
|
57
|
Washington Trust
Westerly,
Rhode Island
|
$149K
|
–
|
–
|
–
|
|
|
58
|
Physician Wealth Advisors
Midvale,
Utah
|
$99.4K
|
+$101K
|
+5,020
|
New
|
|
|
59
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$65.8K
|
+$302
|
+15
|
+0.5%
|
|
|
60
|
SignatureFD
Atlanta,
Georgia
|
$54.1K
|
+$55K
|
+2,734
|
New
|
|
|
61
|
Comerica Bank
Dallas,
Texas
|
$50.3K
|
–
|
–
|
–
|
|
|
62
|
Spectrum Wealth Counsel
Indianapolis,
Indiana
|
$48.6K
|
–
|
–
|
–
|
|
|
63
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$47K
|
+$342
|
+17
|
+0.7%
|
|
|
64
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$45K
|
–
|
–
|
–
|
|
|
65
|
Bogart Wealth LLC
Mclean,
Virginia
|
$43.7K
|
+$44.5K
|
+2,208
|
New
|
|
|
66
|
Parallel Advisors
San Francisco,
California
|
$35.2K
|
-$23.6K
|
-1,174
|
-40%
|
|
|
67
|
Private Trust Company
Cleveland,
Ohio
|
$25.3K
|
–
|
–
|
–
|
|
|
68
|
Crews Bank & Trust
Wauchula,
Florida
|
$22.8K
|
+$23.2K
|
+1,150
|
New
|
|
|
69
|
Allworth Financial
Folsom,
California
|
$20.1K
|
–
|
–
|
–
|
|
|
70
|
Venturi Wealth Management
Austin,
Texas
|
$16.3K
|
+$16.6K
|
+825
|
New
|
|
|
71
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$14.9K
|
–
|
–
|
–
|
|
|
72
|
Farther Finance Advisors
San Francisco,
California
|
$12.5K
|
+$1.03K
|
+51
|
+9%
|
|
|
73
|
Asset Dedication LLC
San Francisco,
California
|
$7.01K
|
–
|
–
|
–
|
|
|
74
|
Golden State Wealth Management
Santa Ana,
California
|
$6.81K
|
+$6.91K
|
+343
|
New
|
|
|
75
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$6.01K
|
–
|
–
|
–
|
|
