|
51
|
Rockefeller Capital Management
New York
|
$531K
|
+$47.2K
|
+1,229
|
+10%
|
|
|
52
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$514K
|
-$77.1K
|
-2,005
|
-13%
|
|
|
53
|
Alterna Wealth Management
Houston,
Texas
|
$474K
|
-$29.5K
|
-768
|
-6%
|
|
|
54
|
Triumph Capital Management
Denver,
Colorado
|
$469K
|
+$10.1K
|
+264
|
+2%
|
|
|
55
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$457K
|
-$11.4K
|
-297
|
-2%
|
|
|
56
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$441K
|
+$49.7K
|
+1,293
|
+13%
|
|
|
57
|
HighTower Advisors
Chicago,
Illinois
|
$424K
|
-$348K
|
-9,044
|
-45%
|
|
|
58
|
Kestra Advisory Services
Austin,
Texas
|
$419K
|
+$50.9K
|
+1,325
|
+14%
|
|
|
59
|
Naples Global Advisors
Naples,
Florida
|
$399K
|
-$7.69K
|
-200
|
-2%
|
|
|
60
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$367K
|
+$1.54K
|
+40
|
+0.4%
|
|
|
61
|
Credit Suisse
Zurich,
Switzerland
|
$347K
|
–
|
–
|
–
|
|
|
62
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$345K
|
-$1.58M
|
-41,105
|
-82%
|
|
|
63
|
Franklin Resources
San Mateo,
California
|
$331K
|
+$48K
|
+1,250
|
+17%
|
|
|
64
|
Citadel Advisors
Miami,
Florida
|
$319K
|
+$242K
|
+6,292
|
+317%
|
|
|
65
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$315K
|
+$65.2K
|
+1,697
|
+26%
|
|
|
66
|
Truist Financial
Charlotte,
North Carolina
|
$314K
|
+$44.2K
|
+1,151
|
+16%
|
|
|
67
|
NewEdge Advisors
New Orleans,
Louisiana
|
$310K
|
+$138K
|
+3,584
|
+80%
|
|
|
68
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$308K
|
-$42.5K
|
-1,107
|
-12%
|
|
|
69
|
Purus Wealth Management
Newport Beach,
California
|
$290K
|
-$4.88K
|
-127
|
-2%
|
|
|
70
|
SageView Advisory Group
Newport Beach,
California
|
$289K
|
+$30.7K
|
+800
|
+12%
|
|
|
71
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$277K
|
-$53.7K
|
-1,396
|
-16%
|
|
|
72
|
IFG Advisory
Atlanta,
Georgia
|
$275K
|
+$274K
|
+7,140
|
New
|
|
|
73
|
City State Bank
Norwalk,
Iowa
|
$272K
|
+$7.69K
|
+200
|
+3%
|
|
|
74
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$258K
|
+$20.6K
|
+535
|
+9%
|
|
|
75
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$257K
|
-$14.2K
|
-370
|
-5%
|
|
