|
51
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.34M
|
+$186K
|
+6,350
|
+16%
|
|
|
52
|
Walker Asset Management
Verona,
Missouri
|
$1.32M
|
-$36.9K
|
-1,260
|
-3%
|
|
|
53
|
Corient Private Wealth
Miami,
Florida
|
$1.3M
|
+$879
|
+30
|
+0.1%
|
|
|
54
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.22M
|
-$80K
|
-2,730
|
-6%
|
|
|
55
|
Oppenheimer & Co
New York
|
$1.19M
|
+$89.9K
|
+3,070
|
+8%
|
|
|
56
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.14M
|
–
|
–
|
–
|
|
|
57
|
CX Institutional
Auburn,
Indiana
|
$1.14M
|
+$1.12M
|
+38,260
|
New
|
|
|
58
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.11M
|
+$66.8K
|
+2,280
|
+7%
|
|
|
59
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.07M
|
+$130K
|
+4,450
|
+14%
|
|
|
60
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$966K
|
-$175K
|
-5,970
|
-16%
|
|
|
61
|
Citadel Advisors
Miami,
Florida
|
$957K
|
+$73.5K
|
+2,510
|
+8%
|
|
|
62
|
&Partners
Nashville,
Tennessee
|
$930K
|
+$293
|
+10
|
+0%
|
|
|
63
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$905K
|
-$31.1K
|
-1,060
|
-3%
|
|
|
64
|
Beacon Pointe Advisors
Newport Beach,
California
|
$896K
|
–
|
–
|
–
|
|
|
65
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$885K
|
-$9.67K
|
-330
|
-1%
|
|
|
66
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$873K
|
+$520K
|
+17,750
|
+154%
|
|
|
67
|
UMB Bank
Kansas City,
Missouri
|
$864K
|
–
|
–
|
–
|
|
|
68
|
CRA Financial Services
Northfield,
New Jersey
|
$850K
|
+$293
|
+10
|
+0%
|
|
|
69
|
MBL Wealth
Charlotte,
North Carolina
|
$803K
|
+$132K
|
+4,490
|
+20%
|
|
|
70
|
TrinityPoint Wealth
Milford,
Connecticut
|
$745K
|
-$58.6K
|
-2,000
|
-7%
|
|
|
71
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$724K
|
+$5.57K
|
+190
|
+0.8%
|
|
|
72
|
Sensible Money
Scottsdale,
Arizona
|
$697K
|
–
|
–
|
–
|
|
|
73
|
PFG Advisors
Phoenix,
Arizona
|
$675K
|
+$664K
|
+22,650
|
New
|
|
|
74
|
Choreo LLC
Rockford,
Illinois
|
$599K
|
–
|
–
|
–
|
|
|
75
|
Clearstead Advisors
Cleveland,
Ohio
|
$582K
|
–
|
–
|
–
|
|
