|
51
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$335K
|
-$4.53K
|
-90
|
-1%
|
|
|
52
|
Commerce Bank
Kansas City,
Missouri
|
$332K
|
–
|
–
|
–
|
|
|
53
|
J.W. Cole Advisors
Tampa,
Florida
|
$323K
|
-$1.36K
|
-27
|
-0.4%
|
|
|
54
|
Cary Street Partners
Richmond,
Virginia
|
$319K
|
–
|
–
|
–
|
|
|
55
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$294K
|
–
|
–
|
–
|
|
|
56
|
Genesis Wealth Advisors
Braintree,
Massachusetts
|
$284K
|
–
|
–
|
–
|
|
|
57
|
|
$283K
|
+$280K
|
+5,563
|
New
|
|
|
58
|
Citizens Financial Group
Providence,
Rhode Island
|
$279K
|
–
|
–
|
–
|
|
|
59
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$265K
|
–
|
–
|
–
|
|
|
60
|
Rockefeller Capital Management
New York
|
$260K
|
+$257K
|
+5,099
|
New
|
|
|
61
|
Cahill Financial Advisors
Edina,
Minnesota
|
$251K
|
–
|
–
|
–
|
|
|
62
|
Comerica Bank
Dallas,
Texas
|
$247K
|
–
|
–
|
–
|
|
|
63
|
Segment Wealth Management
Houston,
Texas
|
$246K
|
–
|
–
|
–
|
|
|
64
|
Glassman Wealth Services
Vienna,
Virginia
|
$236K
|
–
|
–
|
–
|
|
|
65
|
Fiduciary Alliance
Greenville,
South Carolina
|
$230K
|
+$10.3K
|
+205
|
+5%
|
|
|
66
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$220K
|
–
|
–
|
–
|
|
|
67
|
Equitable Holdings
New York
|
$216K
|
–
|
–
|
–
|
|
|
68
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$203K
|
+$200K
|
+3,975
|
New
|
|
|
69
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$201K
|
+$198K
|
+3,938
|
New
|
|
|
70
|
Jones Financial Companies
Des Peres,
Missouri
|
$174K
|
+$43.1K
|
+855
|
+34%
|
|
|
71
|
Spire Wealth Management
Mclean,
Virginia
|
$161K
|
+$101
|
+2
|
+0.1%
|
|
|
72
|
Caldwell Trust
Venice,
Florida
|
$145K
|
–
|
–
|
–
|
|
|
73
|
Howe & Rusling
Rochester,
New York
|
$135K
|
–
|
–
|
–
|
|
|
74
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$128K
|
–
|
–
|
–
|
|
|
75
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$127K
|
–
|
–
|
–
|
|
