|
51
|
Beacon Pointe Advisors
Newport Beach,
California
|
$894K
|
–
|
–
|
–
|
|
|
52
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$880K
|
-$10.2K
|
-335
|
-1%
|
|
|
53
|
Clearstead Advisors
Cleveland,
Ohio
|
$873K
|
+$346K
|
+11,406
|
+64%
|
|
|
54
|
UMB Bank
Kansas City,
Missouri
|
$863K
|
–
|
–
|
–
|
|
|
55
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$844K
|
+$27.6K
|
+909
|
+3%
|
|
|
56
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$840K
|
+$857K
|
+28,235
|
New
|
|
|
57
|
Blue Sky Capital Consultants Group
Poway,
California
|
$809K
|
-$3.53M
|
-116,466
|
-81%
|
|
|
58
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$797K
|
-$302K
|
-9,970
|
-27%
|
|
|
59
|
Rockefeller Capital Management
New York
|
$787K
|
+$5K
|
+165
|
+0.6%
|
|
|
60
|
&Partners
Nashville,
Tennessee
|
$774K
|
-$5.88K
|
-194
|
-0.7%
|
|
|
61
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$766K
|
+$8.34K
|
+275
|
+1%
|
|
|
62
|
Wakefield Asset Management
Englewood,
Colorado
|
$731K
|
+$746K
|
+24,579
|
New
|
|
|
63
|
Corient Private Wealth
Miami,
Florida
|
$706K
|
+$10.8K
|
+356
|
+2%
|
|
|
64
|
Choreo LLC
Rockford,
Illinois
|
$678K
|
+$6.98K
|
+230
|
+1%
|
|
|
65
|
Allworth Financial
Folsom,
California
|
$677K
|
-$39K
|
-1,287
|
-5%
|
|
|
66
|
Sensible Money
Scottsdale,
Arizona
|
$649K
|
–
|
–
|
–
|
|
|
67
|
Fidelity Investments
Boston,
Massachusetts
|
$648K
|
+$348K
|
+11,474
|
+111%
|
|
|
68
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$644K
|
+$86.5K
|
+2,850
|
+15%
|
|
|
69
|
Cascade Wealth Advisors
Wenatchee,
Washington
|
$610K
|
–
|
–
|
–
|
|
|
70
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$607K
|
+$619K
|
+20,395
|
New
|
|
|
71
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$599K
|
+$611K
|
+20,148
|
New
|
|
|
72
|
Mariner
Overland Park,
Kansas
|
$586K
|
+$3.94K
|
+130
|
+0.7%
|
|
|
73
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$581K
|
-$366K
|
-12,053
|
-38%
|
|
|
74
|
|
$562K
|
+$573K
|
+18,893
|
New
|
|
|
75
|
CRA Financial Services
Northfield,
New Jersey
|
$557K
|
-$96K
|
-3,165
|
-14%
|
|
