|
51
|
Truist Financial
Charlotte,
North Carolina
|
$659K
|
+$53.3K
|
+3,450
|
+8%
|
|
|
52
|
Creative Planning
Overland Park,
Kansas
|
$636K
|
-$114K
|
-7,368
|
-14%
|
|
|
53
|
Venture Visionary Partners
Sylvania,
Ohio
|
$622K
|
-$2.59K
|
-168
|
-0.4%
|
|
|
54
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$608K
|
+$35.8K
|
+2,319
|
+6%
|
|
|
55
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$607K
|
+$112K
|
+7,249
|
+21%
|
|
|
56
|
Stokes Family Office
New Orleans,
Louisiana
|
$600K
|
-$2.33K
|
-151
|
-0.4%
|
|
|
57
|
Landscape Capital Management
Englewood,
New Jersey
|
$588K
|
+$621K
|
+40,223
|
New
|
|
|
58
|
Perkins Coie Trust Company
Seattle,
Washington
|
$580K
|
–
|
–
|
–
|
|
|
59
|
Envestnet Asset Management
Chicago,
Illinois
|
$566K
|
+$11.7K
|
+759
|
+2%
|
|
|
60
|
Kestra Private Wealth Services
Austin,
Texas
|
$529K
|
-$206K
|
-13,368
|
-27%
|
|
|
61
|
American Portfolios Advisors
Holbrook,
New York
|
$525K
|
+$18.4K
|
+1,189
|
+3%
|
|
|
62
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$520K
|
+$1.03K
|
+67
|
+0.2%
|
|
|
63
|
Powell Investment Advisors
Miami,
Florida
|
$507K
|
–
|
–
|
–
|
|
|
64
|
Wedbush Securities
Los Angeles,
California
|
$493K
|
-$345K
|
-22,363
|
-40%
|
|
|
65
|
Mariner
Overland Park,
Kansas
|
$486K
|
-$11.9K
|
-773
|
-2%
|
|
|
66
|
XML Financial
Bethesda,
Maryland
|
$482K
|
+$23.2K
|
+1,500
|
+5%
|
|
|
67
|
|
$450K
|
+$475K
|
+30,789
|
New
|
|
|
68
|
Drive Wealth Management
Lehi,
Utah
|
$445K
|
+$926
|
+60
|
+0.2%
|
|
|
69
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$444K
|
-$95.7K
|
-6,200
|
-17%
|
|
|
70
|
NewEdge Advisors
New Orleans,
Louisiana
|
$435K
|
+$26.5K
|
+1,719
|
+6%
|
|
|
71
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$422K
|
–
|
–
|
–
|
|
|
72
|
Western Wealth Management
Golden,
Colorado
|
$413K
|
+$437K
|
+28,276
|
New
|
|
|
73
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$367K
|
+$376K
|
+24,370
|
New
|
|
|
74
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$360K
|
–
|
–
|
–
|
|
|
75
|
Lantz Financial
Naperville,
Illinois
|
$349K
|
-$119K
|
-7,683
|
-24%
|
|
