|
26
|
Avantax Planning Partners
Dubuque,
Iowa
|
$947K
|
+$35.6K
|
+935
|
+4%
|
|
|
27
|
Rockefeller Capital Management
New York
|
$940K
|
–
|
–
|
–
|
|
|
28
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$917K
|
+$944K
|
+24,816
|
New
|
|
|
29
|
Osaic Holdings
Scottsdale,
Arizona
|
$891K
|
+$274K
|
+7,194
|
+42%
|
|
|
30
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$761K
|
+$131K
|
+3,433
|
+20%
|
|
|
31
|
Tower Research Capital (TRC)
New York
|
$754K
|
-$43.4K
|
-1,140
|
-5%
|
|
|
32
|
Commerce Bank
Kansas City,
Missouri
|
$738K
|
+$78.7K
|
+2,069
|
+12%
|
|
|
33
|
New York Life Investment Management
New York
|
$735K
|
+$114K
|
+3,002
|
+18%
|
|
|
34
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$734K
|
+$5.59K
|
+147
|
+0.7%
|
|
|
35
|
Central Trust Company
Jefferson City,
Missouri
|
$725K
|
+$47.8K
|
+1,257
|
+7%
|
|
|
36
|
Coldstream Capital Management
Bellevue,
Washington
|
$693K
|
–
|
–
|
–
|
|
|
37
|
Simmons Bank
Pine Bluff,
Arkansas
|
$689K
|
–
|
–
|
–
|
|
|
38
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$675K
|
+$114K
|
+3,003
|
+20%
|
|
|
39
|
EP Wealth Advisors
Torrance,
California
|
$638K
|
-$338K
|
-8,883
|
-34%
|
|
|
40
|
Citadel Advisors
Miami,
Florida
|
$621K
|
+$639K
|
+16,796
|
New
|
|
|
41
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$570K
|
+$23.2K
|
+609
|
+4%
|
|
|
42
|
CX Institutional
Auburn,
Indiana
|
$544K
|
+$3.19K
|
+84
|
+0.6%
|
|
|
43
|
NewEdge Advisors
New Orleans,
Louisiana
|
$524K
|
+$540K
|
+14,195
|
New
|
|
|
44
|
Raymond James & Associates
St Petersburg,
Florida
|
$484K
|
+$11.8K
|
+309
|
+2%
|
|
|
45
|
One Capital Management
Westlake Village,
California
|
$471K
|
-$18.3K
|
-481
|
-4%
|
|
|
46
|
RVW Wealth
Los Angeles,
California
|
$455K
|
+$47.7K
|
+1,254
|
+11%
|
|
|
47
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$449K
|
+$462K
|
+12,141
|
New
|
|
|
48
|
KeyBank National Association
Cleveland,
Ohio
|
$432K
|
–
|
–
|
–
|
|
|
49
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$431K
|
+$443K
|
+11,659
|
New
|
|
|
50
|
Stratos Investment Management
Beachwood,
Ohio
|
$391K
|
+$22.1K
|
+581
|
+6%
|
|
