|
51
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$381K
|
+$14.4K
|
+340
|
+4%
|
|
|
52
|
Arete Wealth Advisors
Chicago,
Illinois
|
$340K
|
+$2.79K
|
+66
|
+0.7%
|
|
|
53
|
Tempus Wealth Planning
Irvine,
California
|
$317K
|
+$23.5K
|
+556
|
+8%
|
|
|
54
|
J.W. Cole Advisors
Tampa,
Florida
|
$308K
|
-$19.1K
|
-451
|
-6%
|
|
|
55
|
WealthOne
Albany,
New York
|
$304K
|
–
|
–
|
–
|
|
|
56
|
Equitable Holdings
New York
|
$296K
|
-$22.6K
|
-535
|
-7%
|
|
|
57
|
Mercer Global Advisors
Denver,
Colorado
|
$288K
|
+$292K
|
+6,902
|
New
|
|
|
58
|
Avantax Advisory Services
Dallas,
Texas
|
$287K
|
-$68.2K
|
-1,613
|
-19%
|
|
|
59
|
Western Wealth Management
Golden,
Colorado
|
$285K
|
–
|
–
|
–
|
|
|
60
|
Colony Group
Boston,
Massachusetts
|
$267K
|
-$719
|
-17
|
-0.3%
|
|
|
61
|
Summit Financial Group
Moorefield,
West Virginia
|
$261K
|
-$12.3K
|
-290
|
-4%
|
|
|
62
|
InterOcean Capital Group
Nashville,
Tennessee
|
$243K
|
+$20.2K
|
+479
|
+9%
|
|
|
63
|
Stifel Financial
St. Louis,
Missouri
|
$239K
|
-$3.3K
|
-78
|
-1%
|
|
|
64
|
Merit Financial Group
Alpharetta,
Georgia
|
$238K
|
+$242K
|
+5,722
|
New
|
|
|
65
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$229K
|
-$79.9K
|
-1,890
|
-26%
|
|
|
66
|
Wealthfront Advisers
Palo Alto,
California
|
$218K
|
-$240K
|
-5,673
|
-52%
|
|
|
67
|
Lyell Wealth Management
Menlo Park,
California
|
$209K
|
+$212K
|
+5,007
|
New
|
|
|
68
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$205K
|
-$69.1K
|
-1,635
|
-25%
|
|
|
69
|
Corient Private Wealth
Miami,
Florida
|
$204K
|
+$207K
|
+4,905
|
New
|
|
|
70
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$203K
|
-$31.7K
|
-750
|
-13%
|
|
|
71
|
William Blair & Company
Chicago,
Illinois
|
$188K
|
-$1.69K
|
-40
|
-0.9%
|
|
|
72
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$175K
|
-$12.6K
|
-297
|
-7%
|
|
|
73
|
UBS Group
Zurich,
Switzerland
|
$146K
|
+$15.9K
|
+377
|
+12%
|
|
|
74
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$125K
|
–
|
–
|
–
|
|
|
75
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$111K
|
–
|
–
|
–
|
|
