|
26
|
Stockman Wealth Management
Billings,
Montana
|
$537K
|
–
|
–
|
–
|
|
|
27
|
Wells Fargo
San Francisco,
California
|
$524K
|
+$454K
|
+40,399
|
+3,358%
|
|
|
28
|
William Blair & Company
Chicago,
Illinois
|
$483K
|
–
|
–
|
–
|
|
|
29
|
Alteri Wealth
Westlake Village,
California
|
$481K
|
+$304
|
+27
|
+0.1%
|
|
|
30
|
Bank of America
Charlotte,
North Carolina
|
$418K
|
-$41.5K
|
-3,690
|
-10%
|
|
|
31
|
Kestra Private Wealth Services
Austin,
Texas
|
$387K
|
+$1.11K
|
+99
|
+0.3%
|
|
|
32
|
Wealth Effects
Boston,
Massachusetts
|
$379K
|
+$15.7K
|
+1,400
|
+5%
|
|
|
33
|
Triumph Capital Management
Denver,
Colorado
|
$368K
|
+$5.11K
|
+454
|
+2%
|
|
|
34
|
Principal Securities
Des Moines,
Iowa
|
$365K
|
-$48.9K
|
-4,353
|
-13%
|
|
|
35
|
Private Advisor Group
Morristown,
New Jersey
|
$359K
|
+$1.25K
|
+111
|
+0.4%
|
|
|
36
|
PMG Family Office
Plano,
Texas
|
$352K
|
+$314K
|
+27,931
|
New
|
|
|
37
|
Envestnet Asset Management
Chicago,
Illinois
|
$344K
|
-$50.6K
|
-4,500
|
-14%
|
|
|
38
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$314K
|
+$9.28K
|
+825
|
+3%
|
|
|
39
|
|
$286K
|
+$255K
|
+22,722
|
New
|
|
|
40
|
Ameriprise
Minneapolis,
Minnesota
|
$286K
|
-$98.2K
|
-8,730
|
-28%
|
|
|
41
|
Tradition Wealth Management
Edina,
Minnesota
|
$268K
|
+$607
|
+54
|
+0.3%
|
|
|
42
|
Westbourne Investments
Alexandria,
Virginia
|
$261K
|
+$5.84K
|
+519
|
+3%
|
|
|
43
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$239K
|
–
|
–
|
–
|
|
|
44
|
Oppenheimer & Co
New York
|
$234K
|
-$1.66K
|
-148
|
-0.8%
|
|
|
45
|
SeaCrest Wealth Management
Purchase,
New York
|
$195K
|
+$14K
|
+1,247
|
+9%
|
|
|
46
|
Kapstone Financial Advisors
Lebanon,
Ohio
|
$194K
|
–
|
–
|
–
|
|
|
47
|
Institute for Wealth Management
Denver,
Colorado
|
$181K
|
–
|
–
|
–
|
|
|
48
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$179K
|
+$160K
|
+14,223
|
New
|
|
|
49
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$171K
|
–
|
–
|
–
|
|
|
50
|
Doheny Asset Management
Los Angeles,
California
|
$157K
|
–
|
–
|
–
|
|
