|
51
|
Corient Private Wealth
Miami,
Florida
|
$1.1M
|
–
|
–
|
–
|
|
|
52
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.07M
|
+$352K
|
+4,884
|
+47%
|
|
|
53
|
Valued Retirements
Houston,
Texas
|
$1.06M
|
–
|
–
|
–
|
|
|
54
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.02M
|
-$630K
|
-8,747
|
-38%
|
|
|
55
|
Fidelity Investments
Boston,
Massachusetts
|
$911K
|
+$415K
|
+5,753
|
+80%
|
|
|
56
|
Creative Planning
Overland Park,
Kansas
|
$909K
|
+$7.21K
|
+100
|
+0.8%
|
|
|
57
|
Parsons Capital Management
Providence,
Rhode Island
|
$879K
|
–
|
–
|
–
|
|
|
58
|
Sentinel Trust
Houston,
Texas
|
$854K
|
-$9.88K
|
-137
|
-1%
|
|
|
59
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$814K
|
-$34.9K
|
-484
|
-4%
|
|
|
60
|
Geneos Wealth Management
Englewood,
Colorado
|
$808K
|
-$17.7K
|
-245
|
-2%
|
|
|
61
|
Horizon Family Wealth
Chicago,
Illinois
|
$712K
|
-$180K
|
-2,494
|
-20%
|
|
|
62
|
Cedar Wealth Management
Walnut Creek,
California
|
$703K
|
–
|
–
|
–
|
|
|
63
|
Addison Advisors
Middlebury,
Vermont
|
$672K
|
-$68.5K
|
-950
|
-9%
|
|
|
64
|
MGO One Seven
Beachwood,
Ohio
|
$655K
|
-$21.5K
|
-298
|
-3%
|
|
|
65
|
Pacific Sun Financial
Los Angeles,
California
|
$642K
|
-$3.6K
|
-50
|
-0.5%
|
|
|
66
|
M. Kraus & Co
Shelburne,
Vermont
|
$635K
|
–
|
–
|
–
|
|
|
67
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$620K
|
-$467K
|
-6,477
|
-42%
|
|
|
68
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$607K
|
-$96.5K
|
-1,339
|
-13%
|
|
|
69
|
Kestra Advisory Services
Austin,
Texas
|
$585K
|
+$113K
|
+1,569
|
+23%
|
|
|
70
|
Firestone Capital Management
Coral Gables,
Florida
|
$576K
|
–
|
–
|
–
|
|
|
71
|
West Michigan Advisors
Holland,
Michigan
|
$541K
|
-$15.6K
|
-217
|
-3%
|
|
|
72
|
Stifel Financial
St. Louis,
Missouri
|
$530K
|
+$203K
|
+2,811
|
+60%
|
|
|
73
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$477K
|
+$374K
|
+5,190
|
+331%
|
|
|
74
|
Aries Wealth Management
Portland,
Maine
|
$455K
|
-$24.5K
|
-340
|
-5%
|
|
|
75
|
Prospera Financial Services
Dallas,
Texas
|
$444K
|
+$2.31K
|
+32
|
+0.5%
|
|
