|
51
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$968K
|
+$263K
|
+4,786
|
+36%
|
|
|
52
|
Wealthspire Advisors (New York)
New York
|
$963K
|
-$825K
|
-15,039
|
-46%
|
|
|
53
|
Envestnet Asset Management
Chicago,
Illinois
|
$941K
|
+$33.6K
|
+613
|
+4%
|
|
|
54
|
Precedent Wealth Partners
Houston,
Texas
|
$940K
|
-$13.7K
|
-249
|
-1%
|
|
|
55
|
Argent Trust Co
Nashville,
Tennessee
|
$937K
|
–
|
–
|
–
|
|
|
56
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$872K
|
-$34.6K
|
-630
|
-4%
|
|
|
57
|
Accel Wealth Management
Waverly,
Iowa
|
$852K
|
+$27.2K
|
+495
|
+3%
|
|
|
58
|
Wintrust Investments
Chicago,
Illinois
|
$824K
|
+$836K
|
+15,231
|
New
|
|
|
59
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$782K
|
-$262K
|
-4,775
|
-25%
|
|
|
60
|
Slow Capital
Greenbrae,
California
|
$743K
|
-$20.2K
|
-368
|
-3%
|
|
|
61
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$717K
|
–
|
–
|
–
|
|
|
62
|
Signet Financial Management
Parsippany,
New Jersey
|
$681K
|
-$76.9K
|
-1,401
|
-10%
|
|
|
63
|
Richard P. Slaughter Associates
Austin,
Texas
|
$647K
|
–
|
–
|
–
|
|
|
64
|
Raymond James Trust
St. Petersburg,
Florida
|
$638K
|
+$249K
|
+4,537
|
+63%
|
|
|
65
|
UBS Group
Zurich,
Switzerland
|
$601K
|
-$4.12K
|
-75
|
-0.7%
|
|
|
66
|
Jones Financial Companies
Des Peres,
Missouri
|
$600K
|
+$322K
|
+5,864
|
+112%
|
|
|
67
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$565K
|
-$202K
|
-3,678
|
-26%
|
|
|
68
|
Sequent Planning
Omaha,
Nebraska
|
$554K
|
-$46.3K
|
-843
|
-8%
|
|
|
69
|
CreativeOne Wealth
Overland Park,
Kansas
|
$528K
|
-$18.2K
|
-331
|
-3%
|
|
|
70
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$527K
|
+$31.7K
|
+577
|
+6%
|
|
|
71
|
3Chopt Investment Partners
Richmond,
Virginia
|
$486K
|
+$494K
|
+8,993
|
New
|
|
|
72
|
EdgeRock Capital
Denver,
Colorado
|
$484K
|
+$57.5K
|
+1,047
|
+13%
|
|
|
73
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$452K
|
-$329
|
-6
|
-0.1%
|
|
|
74
|
MML Investors Services
Springfield,
Massachusetts
|
$429K
|
-$12.4K
|
-226
|
-3%
|
|
|
75
|
Fifth Third Securities
Cincinnati,
Ohio
|
$428K
|
+$435K
|
+7,923
|
New
|
|
