|
51
|
Rothschild Investment LLC
Chicago,
Illinois
|
$605K
|
–
|
–
|
–
|
|
|
52
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$605K
|
+$17.8K
|
+1,174
|
+3%
|
|
|
53
|
Strategic Advisors
New York
|
$602K
|
-$48.4K
|
-3,198
|
-8%
|
|
|
54
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$591K
|
–
|
–
|
–
|
|
|
55
|
|
$529K
|
+$22.9K
|
+1,516
|
+5%
|
|
|
56
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$522K
|
+$37.5K
|
+2,478
|
+8%
|
|
|
57
|
Titus Wealth Management
Larskpur,
California
|
$502K
|
+$75.7K
|
+5,000
|
+19%
|
|
|
58
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$472K
|
-$15
|
-1
|
-0%
|
|
|
59
|
Certuity
North Palm Beach,
Florida
|
$470K
|
+$214K
|
+14,118
|
+89%
|
|
|
60
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$458K
|
+$97.4K
|
+6,438
|
+28%
|
|
|
61
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$442K
|
+$426K
|
+28,140
|
New
|
|
|
62
|
First Foundation Advisors
Irvine,
California
|
$430K
|
-$95.5K
|
-6,307
|
-19%
|
|
|
63
|
Level Four Financial
Dallas,
Texas
|
$429K
|
-$25K
|
-1,650
|
-6%
|
|
|
64
|
Carret Asset Management
New York
|
$420K
|
-$20.5K
|
-1,355
|
-5%
|
|
|
65
|
Raymond James Trust
St. Petersburg,
Florida
|
$418K
|
+$530
|
+35
|
+0.1%
|
|
|
66
|
Independent Financial Group
San Diego,
California
|
$405K
|
+$390K
|
+25,750
|
New
|
|
|
67
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$401K
|
+$257
|
+17
|
+0.1%
|
|
|
68
|
Moors & Cabot
Boston,
Massachusetts
|
$376K
|
+$15.6K
|
+1,033
|
+5%
|
|
|
69
|
Bank of New York Mellon
New York
|
$368K
|
+$101K
|
+6,680
|
+40%
|
|
|
70
|
Summit Global Investments
Bountiful,
Utah
|
$366K
|
–
|
–
|
–
|
|
|
71
|
Venture Visionary Partners
Sylvania,
Ohio
|
$366K
|
–
|
–
|
–
|
|
|
72
|
Envestnet Asset Management
Chicago,
Illinois
|
$353K
|
+$133K
|
+8,797
|
+64%
|
|
|
73
|
WealthBridge Capital Management
Westerville,
Ohio
|
$350K
|
–
|
–
|
–
|
|
|
74
|
1776 Wealth
Atlanta,
Georgia
|
$337K
|
–
|
–
|
–
|
|
|
75
|
Lee Financial
Dallas,
Texas
|
$330K
|
-$4.92K
|
-325
|
-2%
|
|
