|
51
|
SteelPeak Wealth
Woodland Hills,
California
|
$2.17M
|
-$1.37M
|
-30,386
|
-40%
|
|
|
52
|
Principal Securities
Des Moines,
Iowa
|
$2.14M
|
+$2.05M
|
+45,587
|
New
|
|
|
53
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
$2.08M
|
-$2.01M
|
-44,554
|
-50%
|
|
|
54
|
Idaho Trust Bank
Boise,
Idaho
|
$2.07M
|
-$523K
|
-11,606
|
-21%
|
|
|
55
|
Cetera Advisor Networks
El Segundo,
California
|
$2.01M
|
+$583K
|
+12,945
|
+44%
|
|
|
56
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$1.99M
|
-$25K
|
-556
|
-1%
|
|
|
57
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.93M
|
+$1.71M
|
+38,018
|
+1,262%
|
|
|
58
|
Avantax Advisory Services
Dallas,
Texas
|
$1.92M
|
+$1.83M
|
+40,741
|
New
|
|
|
59
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.9M
|
+$234K
|
+5,204
|
+15%
|
|
|
60
|
Oppenheimer & Co
New York
|
$1.9M
|
-$76.5K
|
-1,699
|
-4%
|
|
|
61
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.78M
|
-$19.3K
|
-428
|
-1%
|
|
|
62
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.77M
|
-$60.9K
|
-1,353
|
-3%
|
|
|
63
|
Rockefeller Capital Management
New York
|
$1.67M
|
+$318K
|
+7,064
|
+25%
|
|
|
64
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$1.58M
|
+$100K
|
+2,227
|
+7%
|
|
|
65
|
Lazard Asset Management
New York
|
$1.47M
|
–
|
–
|
–
|
|
|
66
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.45M
|
+$905K
|
+20,110
|
+189%
|
|
|
67
|
US Bancorp
Minneapolis,
Minnesota
|
$1.4M
|
+$702K
|
+15,591
|
+110%
|
|
|
68
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.37M
|
-$519K
|
-11,521
|
-28%
|
|
|
69
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$1.29M
|
+$92.5K
|
+2,055
|
+8%
|
|
|
70
|
Family Capital Management
Grand Rapids,
Michigan
|
$1.25M
|
-$767K
|
-17,036
|
-39%
|
|
|
71
|
Financial Counselors Inc
Overland Park,
Kansas
|
$1.24M
|
-$214K
|
-4,759
|
-15%
|
|
|
72
|
James Investment Research
Alpha,
Ohio
|
$1.24M
|
+$418K
|
+9,278
|
+54%
|
|
|
73
|
Highland Financial Advisors
Wayne,
New Jersey
|
$1.23M
|
+$88.4K
|
+1,963
|
+8%
|
|
|
74
|
Financial Engines Advisors
Santa Clara,
California
|
$1.21M
|
+$1.16M
|
+25,775
|
New
|
|
|
75
|
|
$1.14M
|
-$27.5K
|
-610
|
-2%
|
|
