|
51
|
Valmark Advisers
Akron,
Ohio
|
$300K
|
–
|
–
|
–
|
|
|
52
|
AssetMark Inc
Concord,
California
|
$291K
|
-$17.3K
|
-138
|
-6%
|
|
|
53
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$284K
|
-$23.8K
|
-190
|
-8%
|
|
|
54
|
KilterHowling LLC
Boulder,
Colorado
|
$277K
|
+$5.76K
|
+46
|
+2%
|
|
|
55
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$267K
|
-$1.38K
|
-11
|
-0.5%
|
|
|
56
|
Creative Planning
Overland Park,
Kansas
|
$256K
|
+$6.14K
|
+49
|
+3%
|
|
|
57
|
Clifford Group
Wayland,
Massachusetts
|
$253K
|
+$38.8K
|
+310
|
+19%
|
|
|
58
|
Abound Financial
Granite Bay,
California
|
$251K
|
+$1.25K
|
+10
|
+0.5%
|
|
|
59
|
William Blair & Company
Chicago,
Illinois
|
$242K
|
+$125
|
+1
|
+0.1%
|
|
|
60
|
Grove Bank & Trust
Miami,
Florida
|
$240K
|
–
|
–
|
–
|
|
|
61
|
Pathstone Holdings
Englewood,
New Jersey
|
$235K
|
–
|
–
|
–
|
|
|
62
|
Envestnet Asset Management
Chicago,
Illinois
|
$234K
|
-$334K
|
-2,670
|
-59%
|
|
|
63
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$216K
|
+$213K
|
+1,698
|
New
|
|
|
64
|
Baker Avenue Asset Management
San Francisco,
California
|
$201K
|
+$198K
|
+1,578
|
New
|
|
|
65
|
Sincerus Advisory
New York
|
$200K
|
-$2K
|
-16
|
-1%
|
|
|
66
|
Howe & Rusling
Rochester,
New York
|
$199K
|
–
|
–
|
–
|
|
|
67
|
Private Trust Company
Cleveland,
Ohio
|
$146K
|
–
|
–
|
–
|
|
|
68
|
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
|
$142K
|
+$6.14K
|
+49
|
+5%
|
|
|
69
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$133K
|
-$163K
|
-1,305
|
-55%
|
|
|
70
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$133K
|
-$30.8K
|
-246
|
-19%
|
|
|
71
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$125K
|
+$376
|
+3
|
+0.3%
|
|
|
72
|
Centaurus Financial
Anaheim,
California
|
$110K
|
–
|
–
|
–
|
|
|
73
|
Rossby Financial
Melbourne,
Florida
|
$99.1K
|
+$77.8K
|
+621
|
+398%
|
|
|
74
|
Rockefeller Capital Management
New York
|
$92.3K
|
+$90.7K
|
+724
|
New
|
|
|
75
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$89.2K
|
–
|
–
|
–
|
|
