|
51
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$466K
|
–
|
–
|
–
|
|
|
52
|
CreativeOne Wealth
Overland Park,
Kansas
|
$391K
|
+$33.3K
|
+855
|
+9%
|
|
|
53
|
Adell Harriman & Carpenter
Houston,
Texas
|
$343K
|
–
|
–
|
–
|
|
|
54
|
Equitable Holdings
New York
|
$339K
|
+$156
|
+4
|
+0%
|
|
|
55
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$324K
|
–
|
–
|
–
|
|
|
56
|
Northern Trust
Chicago,
Illinois
|
$316K
|
–
|
–
|
–
|
|
|
57
|
CIBC World Market
Toronto,
Ontario, Canada
|
$310K
|
–
|
–
|
–
|
|
|
58
|
Asset Allocation Strategies
Farmington,
Michigan
|
$303K
|
-$587K
|
-15,071
|
-66%
|
|
|
59
|
American Trust
Lexington,
Kentucky
|
$283K
|
+$26.6K
|
+683
|
+10%
|
|
|
60
|
TD Private Client Wealth
New York
|
$270K
|
-$2.1K
|
-54
|
-0.8%
|
|
|
61
|
Madison Wealth Partners
Madison,
Wisconsin
|
$263K
|
+$263K
|
+6,755
|
New
|
|
|
62
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$249K
|
-$144K
|
-3,691
|
-37%
|
|
|
63
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$248K
|
-$118K
|
-3,037
|
-32%
|
|
|
64
|
Davenport & Co
Richmond,
Virginia
|
$242K
|
–
|
–
|
–
|
|
|
65
|
|
$240K
|
-$39.7K
|
-1,020
|
-14%
|
|
|
66
|
Prospera Financial Services
Dallas,
Texas
|
$234K
|
+$895
|
+23
|
+0.4%
|
|
|
67
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$219K
|
-$19.3K
|
-496
|
-8%
|
|
|
68
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$219K
|
-$145K
|
-3,730
|
-40%
|
|
|
69
|
Flagstar Advisors
New York
|
$212K
|
+$211K
|
+5,432
|
New
|
|
|
70
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$207K
|
+$207K
|
+5,318
|
New
|
|
|
71
|
Key Financial Inc
West Chester,
Pennsylvania
|
$203K
|
+$202K
|
+5,200
|
New
|
|
|
72
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$175K
|
–
|
–
|
–
|
|
|
73
|
Advisornet Financial
Minnetonka,
Minnesota
|
$173K
|
+$195
|
+5
|
+0.1%
|
|
|
74
|
Private Trust Company
Cleveland,
Ohio
|
$145K
|
+$44K
|
+1,130
|
+43%
|
|
|
75
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$133K
|
+$133K
|
+3,415
|
New
|
|
