|
51
|
Cypress Wealth Services
Palm Desert,
California
|
$676K
|
+$137
|
+1
|
+0%
|
|
|
52
|
Ameriprise
Minneapolis,
Minnesota
|
$639K
|
-$174K
|
-1,272
|
-21%
|
|
|
53
|
Strategic Asset Management
Rochester,
Minnesota
|
$638K
|
+$102K
|
+741
|
+18%
|
|
|
54
|
Envestnet Asset Management
Chicago,
Illinois
|
$626K
|
+$294K
|
+2,144
|
+81%
|
|
|
55
|
Empirical Wealth Management
Seattle,
Washington
|
$574K
|
–
|
–
|
–
|
|
|
56
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$567K
|
-$3.84K
|
-28
|
-0.6%
|
|
|
57
|
Avant Capital
Lafayette,
Louisiana
|
$531K
|
+$1.23K
|
+9
|
+0.2%
|
|
|
58
|
Berkeley Inc
Boise,
Idaho
|
$529K
|
-$47.7K
|
-348
|
-8%
|
|
|
59
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$497K
|
+$397K
|
+2,896
|
+324%
|
|
|
60
|
Insight Advisors
Newtown,
Pennsylvania
|
$471K
|
-$22.4K
|
-163
|
-5%
|
|
|
61
|
Harbour Investments
Madison,
Wisconsin
|
$467K
|
+$490K
|
+3,570
|
New
|
|
|
62
|
Castleview Partners
Dallas,
Texas
|
$438K
|
+$1.61M
|
+11,722
|
+2,658%
|
|
|
63
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$408K
|
+$2.19K
|
+16
|
+0.5%
|
|
|
64
|
Financial Advocates Investment Management
Olympia,
Washington
|
$397K
|
-$15.8K
|
-115
|
-4%
|
|
|
65
|
Iowa State Bank
Urbandale,
Iowa
|
$394K
|
–
|
–
|
–
|
|
|
66
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$390K
|
+$549
|
+4
|
+0.1%
|
|
|
67
|
Avantax Advisory Services
Dallas,
Texas
|
$389K
|
-$18.8K
|
-137
|
-4%
|
|
|
68
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$385K
|
-$3.29K
|
-24
|
-0.8%
|
|
|
69
|
Cardiff Park Advisors
Carlsbad,
California
|
$362K
|
+$208K
|
+1,520
|
+122%
|
|
|
70
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$359K
|
-$29.6K
|
-216
|
-7%
|
|
|
71
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$357K
|
–
|
–
|
–
|
|
|
72
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$340K
|
-$5.49K
|
-40
|
-2%
|
|
|
73
|
TIAA FSB
Jacksonville,
Florida
|
$336K
|
+$352K
|
+2,568
|
New
|
|
|
74
|
High Net Worth Advisory Group
Naples,
Florida
|
$334K
|
–
|
–
|
–
|
|
|
75
|
Belpointe Asset Management
Reno,
Nevada
|
$327K
|
–
|
–
|
–
|
|
