|
51
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.5M
|
+$573K
|
+6,628
|
+66%
|
|
|
52
|
Selby Wealth Management
Emeryville,
California
|
$1.47M
|
-$10.4K
|
-120
|
-0.7%
|
|
|
53
|
Corient Private Wealth
Miami,
Florida
|
$1.46M
|
–
|
–
|
–
|
|
|
54
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.41M
|
+$5.02K
|
+58
|
+0.4%
|
|
|
55
|
Rockefeller Capital Management
New York
|
$1.38M
|
-$3.63K
|
-42
|
-0.3%
|
|
|
56
|
Valued Retirements
Houston,
Texas
|
$1.35M
|
–
|
–
|
–
|
|
|
57
|
Gryphon Financial Partners
Columbus,
Ohio
|
$1.34M
|
+$1.29M
|
+14,900
|
New
|
|
|
58
|
First Financial Corp
Terre Haute,
Indiana
|
$1.28M
|
–
|
–
|
–
|
|
|
59
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.25M
|
+$37.9K
|
+438
|
+3%
|
|
|
60
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.21M
|
–
|
–
|
–
|
|
|
61
|
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
|
$1.21M
|
-$89.6K
|
-1,036
|
-7%
|
|
|
62
|
Creative Planning
Overland Park,
Kansas
|
$1.19M
|
+$31.1K
|
+360
|
+3%
|
|
|
63
|
Fidelity Investments
Boston,
Massachusetts
|
$1.13M
|
+$163K
|
+1,882
|
+18%
|
|
|
64
|
Vista Capital Partners
Portland,
Oregon
|
$1.06M
|
–
|
–
|
–
|
|
|
65
|
Sentinel Trust
Houston,
Texas
|
$962K
|
–
|
–
|
–
|
|
|
66
|
Cedar Wealth Management
Walnut Creek,
California
|
$896K
|
–
|
–
|
–
|
|
|
67
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$888K
|
+$1.82K
|
+21
|
+0.2%
|
|
|
68
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$886K
|
+$125K
|
+1,446
|
+17%
|
|
|
69
|
Parsons Capital Management
Providence,
Rhode Island
|
$883K
|
–
|
–
|
–
|
|
|
70
|
Horizon Family Wealth
Chicago,
Illinois
|
$868K
|
+$3.29K
|
+38
|
+0.4%
|
|
|
71
|
Jones Financial Companies
Des Peres,
Missouri
|
$812K
|
+$70.2K
|
+811
|
+10%
|
|
|
72
|
Kestra Advisory Services
Austin,
Texas
|
$737K
|
-$48.1K
|
-556
|
-6%
|
|
|
73
|
Firestone Capital Management
Coral Gables,
Florida
|
$734K
|
–
|
–
|
–
|
|
|
74
|
MAI Capital Management
Independence,
Ohio
|
$705K
|
+$260
|
+3
|
+0%
|
|
|
75
|
UHLMANN PRICE SECURITIES
Skokie,
Illinois
|
$692K
|
+$666K
|
+7,697
|
New
|
|
