|
51
|
Osaic Holdings
Scottsdale,
Arizona
|
$449K
|
+$88.8K
|
+854
|
+21%
|
|
|
52
|
Envestnet Asset Management
Chicago,
Illinois
|
$422K
|
+$479K
|
+4,601
|
New
|
|
|
53
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$374K
|
–
|
–
|
–
|
|
|
54
|
|
$337K
|
+$382K
|
+3,675
|
New
|
|
|
55
|
Bank of America
Charlotte,
North Carolina
|
$316K
|
+$52K
|
+500
|
+17%
|
|
|
56
|
SSI Investment Management
Los Angeles,
California
|
$309K
|
-$3.12K
|
-30
|
-0.9%
|
|
|
57
|
|
$296K
|
+$337K
|
+3,236
|
New
|
|
|
58
|
Sovran Advisors
San Diego,
California
|
$284K
|
+$355K
|
+3,415
|
New
|
|
|
59
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$272K
|
+$2.29K
|
+22
|
+0.7%
|
|
|
60
|
Harbour Investments
Madison,
Wisconsin
|
$271K
|
+$98.3K
|
+945
|
+47%
|
|
|
61
|
Avantax Planning Partners
Dubuque,
Iowa
|
$271K
|
–
|
–
|
–
|
|
|
62
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$262K
|
+$297K
|
+2,855
|
New
|
|
|
63
|
Fiduciary Alliance
Greenville,
South Carolina
|
$257K
|
+$59.8K
|
+575
|
+26%
|
|
|
64
|
Calamos Wealth Management
Naperville,
Illinois
|
$257K
|
+$291K
|
+2,800
|
New
|
|
|
65
|
Venture Visionary Partners
Sylvania,
Ohio
|
$234K
|
+$57.2K
|
+550
|
+28%
|
|
|
66
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$115K
|
+$8.53K
|
+82
|
+7%
|
|
|
67
|
Comerica Bank
Dallas,
Texas
|
$101K
|
+$72.9K
|
+701
|
+175%
|
|
|
68
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$91K
|
–
|
–
|
–
|
|
|
69
|
ORG Wealth Partners
Dallas,
Texas
|
$86K
|
+$97.6K
|
+938
|
New
|
|
|
70
|
UBS Group
Zurich,
Switzerland
|
$83.7K
|
+$27.4K
|
+263
|
+40%
|
|
|
71
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$81K
|
+$43K
|
+413
|
+88%
|
|
|
72
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$60.2K
|
+$1.46K
|
+14
|
+2%
|
|
|
73
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$57.8K
|
+$65.5K
|
+630
|
New
|
|
|
74
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$45.9K
|
–
|
–
|
–
|
|
|
75
|
Global Retirement Partners
San Rafael,
California
|
$45.9K
|
+$52K
|
+500
|
New
|
|
