|
51
|
KWB Wealth
Redlands,
California
|
$1.88M
|
-$238K
|
-7,435
|
-11%
|
|
|
52
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$1.76M
|
-$1.12K
|
-35
|
-0.1%
|
|
|
53
|
Citadel Advisors
Miami,
Florida
|
$1.51M
|
-$569K
|
-17,755
|
-27%
|
|
|
54
|
DFPG Investments
Sandy,
Utah
|
$1.48M
|
+$812K
|
+25,360
|
+132%
|
|
|
55
|
Regions Financial Corp
Birmingham,
Alabama
|
$1.23M
|
+$1.24M
|
+38,805
|
New
|
|
|
56
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$1.23M
|
–
|
–
|
–
|
|
|
57
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.2M
|
-$1.49M
|
-46,590
|
-55%
|
|
|
58
|
Evercore Wealth Management
New York
|
$1.2M
|
+$10.9K
|
+340
|
+0.9%
|
|
|
59
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.14M
|
+$1.15M
|
+36,035
|
New
|
|
|
60
|
WMS Partners
Towson,
Maryland
|
$1.08M
|
–
|
–
|
–
|
|
|
61
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$1.05M
|
-$7.85K
|
-245
|
-0.7%
|
|
|
62
|
Kestra Advisory Services
Austin,
Texas
|
$1.02M
|
-$95.8K
|
-2,990
|
-9%
|
|
|
63
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$949K
|
-$54.9K
|
-1,715
|
-5%
|
|
|
64
|
Tradition Wealth Management
Edina,
Minnesota
|
$919K
|
-$152K
|
-4,745
|
-14%
|
|
|
65
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$901K
|
+$1.28K
|
+40
|
+0.1%
|
|
|
66
|
Tower Research Capital (TRC)
New York
|
$882K
|
+$833K
|
+25,990
|
+1,401%
|
|
|
67
|
Sterling Financial Planning
Sparta,
New Jersey
|
$841K
|
-$20K
|
-625
|
-2%
|
|
|
68
|
Steward Partners Investment Advisory
New York
|
$812K
|
–
|
–
|
–
|
|
|
69
|
Bridgeworth
Birmingham,
Alabama
|
$756K
|
+$112K
|
+3,500
|
+17%
|
|
|
70
|
Verum Partners
Charlotte,
North Carolina
|
$756K
|
+$764K
|
+23,850
|
New
|
|
|
71
|
Parallel Advisors
San Francisco,
California
|
$743K
|
-$160
|
-5
|
-0%
|
|
|
72
|
Creative Capital Management Investments
San Diego,
California
|
$734K
|
+$742K
|
+23,155
|
New
|
|
|
73
|
Institute for Wealth Management
Denver,
Colorado
|
$726K
|
-$7.05K
|
-220
|
-1%
|
|
|
74
|
Oxler Private Wealth
Rye Brook,
New York
|
$696K
|
-$16.8K
|
-525
|
-2%
|
|
|
75
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$663K
|
+$65.8K
|
+2,055
|
+11%
|
|
