|
51
|
Venture Visionary Partners
Sylvania,
Ohio
|
$714K
|
–
|
–
|
–
|
|
|
52
|
Stokes Family Office
New Orleans,
Louisiana
|
$688K
|
+$1.11K
|
+64
|
+0.2%
|
|
|
53
|
Perkins Coie Trust Company
Seattle,
Washington
|
$663K
|
–
|
–
|
–
|
|
|
54
|
Private Advisor Group
Morristown,
New Jersey
|
$659K
|
+$2.4K
|
+139
|
+0.4%
|
|
|
55
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$631K
|
–
|
–
|
–
|
|
|
56
|
Cetera Advisor Networks
El Segundo,
California
|
$615K
|
+$197K
|
+11,384
|
+45%
|
|
|
57
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$605K
|
-$80K
|
-4,622
|
-11%
|
|
|
58
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$593K
|
+$1.07K
|
+62
|
+0.2%
|
|
|
59
|
Powell Investment Advisors
Miami,
Florida
|
$580K
|
–
|
–
|
–
|
|
|
60
|
American Portfolios Advisors
Holbrook,
New York
|
$574K
|
+$4.81K
|
+278
|
+0.8%
|
|
|
61
|
Mariner
Overland Park,
Kansas
|
$569K
|
+$85.6K
|
+4,944
|
+17%
|
|
|
62
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$557K
|
–
|
–
|
–
|
|
|
63
|
Moors & Cabot
Boston,
Massachusetts
|
$542K
|
+$280K
|
+16,194
|
+100%
|
|
|
64
|
Truist Financial
Charlotte,
North Carolina
|
$531K
|
+$271K
|
+15,682
|
+98%
|
|
|
65
|
Lantz Financial
Naperville,
Illinois
|
$528K
|
–
|
–
|
–
|
|
|
66
|
XML Financial
Bethesda,
Maryland
|
$526K
|
+$545K
|
+31,466
|
New
|
|
|
67
|
Affiance Financial
St. Louis Park,
Minnesota
|
$515K
|
–
|
–
|
–
|
|
|
68
|
Kestra Private Wealth Services
Austin,
Texas
|
$428K
|
–
|
–
|
–
|
|
|
69
|
Envestnet Asset Management
Chicago,
Illinois
|
$424K
|
+$170K
|
+9,796
|
+63%
|
|
|
70
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$411K
|
–
|
–
|
–
|
|
|
71
|
Oxbow Advisors
Austin,
Texas
|
$409K
|
-$1.77M
|
-102,061
|
-81%
|
|
|
72
|
Advisornet Financial
Minnetonka,
Minnesota
|
$402K
|
+$17.3K
|
+1,000
|
+4%
|
|
|
73
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$385K
|
–
|
–
|
–
|
|
|
74
|
Financial Advocates Investment Management
Olympia,
Washington
|
$382K
|
+$77.3K
|
+4,467
|
+24%
|
|
|
75
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$379K
|
–
|
–
|
–
|
|
