|
51
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.32M
|
-$2.69M
|
-50,743
|
-50%
|
|
|
52
|
Frank Rimerman Advisors
Palo Alto,
California
|
$2.88M
|
+$2.83M
|
+53,475
|
New
|
|
|
53
|
|
$2.86M
|
+$38.7K
|
+732
|
+1%
|
|
|
54
|
Bank of Stockton
Stockton,
California
|
$2.69M
|
-$456K
|
-8,621
|
-15%
|
|
|
55
|
Avior Wealth Management
Omaha,
Nebraska
|
$2.57M
|
-$267K
|
-5,040
|
-10%
|
|
|
56
|
Wambolt & Associates
Littleton,
Colorado
|
$2.47M
|
-$85.2K
|
-1,609
|
-3%
|
|
|
57
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.46M
|
-$21.2K
|
-401
|
-0.9%
|
|
|
58
|
Belpointe Asset Management
Reno,
Nevada
|
$2.3M
|
-$14.7K
|
-277
|
-0.6%
|
|
|
59
|
BBVA USA Bancshares
Houston,
Texas
|
$2.29M
|
+$22.1K
|
+418
|
+1%
|
|
|
60
|
Reby Advisors
Danbury,
Connecticut
|
$2.28M
|
+$2.24M
|
+42,320
|
New
|
|
|
61
|
Capital Investment Advisors
Atlanta,
Georgia
|
$2.24M
|
-$11.2K
|
-212
|
-0.5%
|
|
|
62
|
Windham Capital Management
Boston,
Massachusetts
|
$2.21M
|
–
|
–
|
–
|
|
|
63
|
|
$2.19M
|
+$89.5K
|
+1,691
|
+4%
|
|
|
64
|
GeoWealth Management
Chicago,
Illinois
|
$2.19M
|
+$902K
|
+17,038
|
+72%
|
|
|
65
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.16M
|
-$22.9K
|
-432
|
-1%
|
|
|
66
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$2.14M
|
+$2.06K
|
+39
|
+0.1%
|
|
|
67
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$2.13M
|
-$43.6K
|
-823
|
-2%
|
|
|
68
|
Avantax Advisory Services
Dallas,
Texas
|
$2.09M
|
-$7M
|
-132,294
|
-77%
|
|
|
69
|
Regis Management Company
Menlo Park,
California
|
$2.02M
|
-$228K
|
-4,300
|
-10%
|
|
|
70
|
The Family Firm
Bethesda,
Maryland
|
$2.02M
|
+$73.3K
|
+1,384
|
+4%
|
|
|
71
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2M
|
-$33.7K
|
-637
|
-2%
|
|
|
72
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1.97M
|
-$179K
|
-3,374
|
-8%
|
|
|
73
|
Private Advisor Group
Morristown,
New Jersey
|
$1.97M
|
-$1.09M
|
-20,686
|
-36%
|
|
|
74
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.88M
|
+$529
|
+10
|
+0%
|
|
|
75
|
Moneywise Inc
Forest,
Virginia
|
$1.85M
|
-$781K
|
-14,747
|
-30%
|
|
