|
51
|
Rockefeller Capital Management
New York
|
$898K
|
+$948K
|
+16,473
|
New
|
|
|
52
|
Huntington National Bank
Columbus,
Ohio
|
$886K
|
–
|
–
|
–
|
|
|
53
|
Avidian Wealth Enterprises
Houston,
Texas
|
$876K
|
-$65.1K
|
-1,131
|
-7%
|
|
|
54
|
Strong Tower Advisory Services
Minneapolis,
Minnesota
|
$804K
|
+$19.5K
|
+339
|
+2%
|
|
|
55
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$799K
|
+$48.9K
|
+850
|
+6%
|
|
|
56
|
Cetera Advisor Networks
El Segundo,
California
|
$767K
|
-$21.6K
|
-375
|
-3%
|
|
|
57
|
Creative Planning
Overland Park,
Kansas
|
$719K
|
-$21.1K
|
-367
|
-3%
|
|
|
58
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$677K
|
–
|
–
|
–
|
|
|
59
|
HF Advisory Group
Annapolis,
Maryland
|
$673K
|
+$1.5K
|
+26
|
+0.2%
|
|
|
60
|
Heron Bay Capital Management
Bloomfield Hills,
Michigan
|
$634K
|
-$132K
|
-2,286
|
-16%
|
|
|
61
|
Mather Group
Chicago,
Illinois
|
$611K
|
–
|
–
|
–
|
|
|
62
|
Bridgeworth
Birmingham,
Alabama
|
$606K
|
+$5.7K
|
+99
|
+0.9%
|
|
|
63
|
|
$591K
|
-$608K
|
-10,553
|
-49%
|
|
|
64
|
Pathstone Family Office
Englewood,
New Jersey
|
$574K
|
–
|
–
|
–
|
|
|
65
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$570K
|
+$57.4K
|
+997
|
+11%
|
|
|
66
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$560K
|
+$374K
|
+6,488
|
+172%
|
|
|
67
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$511K
|
+$540K
|
+9,371
|
New
|
|
|
68
|
DFPG Investments
Sandy,
Utah
|
$509K
|
-$283K
|
-4,908
|
-33%
|
|
|
69
|
Principal Financial Group
Des Moines,
Iowa
|
$509K
|
+$95.3K
|
+1,655
|
+22%
|
|
|
70
|
Treynor Bancshares
Treynor,
Iowa
|
$490K
|
+$9.1K
|
+158
|
+2%
|
|
|
71
|
Bremer Bank National Association
St Paul,
Minnesota
|
$489K
|
–
|
–
|
–
|
|
|
72
|
EP Wealth Advisors
Torrance,
California
|
$486K
|
-$1.01M
|
-17,552
|
-66%
|
|
|
73
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$455K
|
+$52.4K
|
+911
|
+12%
|
|
|
74
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$441K
|
-$73.7K
|
-1,280
|
-14%
|
|
|
75
|
Fidelity Investments
Boston,
Massachusetts
|
$429K
|
+$352K
|
+6,118
|
+351%
|
|
