|
26
|
Stockman Wealth Management
Billings,
Montana
|
$545K
|
–
|
–
|
–
|
|
|
27
|
TrueMark Investments
Chicago,
Illinois
|
$524K
|
+$522K
|
+41,032
|
New
|
|
|
28
|
Rockefeller Capital Management
New York
|
$518K
|
-$140K
|
-11,000
|
-21%
|
|
|
29
|
Wells Fargo
San Francisco,
California
|
$506K
|
-$25.4K
|
-1,999
|
-5%
|
|
|
30
|
William Blair & Company
Chicago,
Illinois
|
$489K
|
–
|
–
|
–
|
|
|
31
|
Alteri Wealth
Westlake Village,
California
|
$478K
|
-$9.86K
|
-775
|
-2%
|
|
|
32
|
|
$461K
|
+$170K
|
+13,380
|
+59%
|
|
|
33
|
Bank of America
Charlotte,
North Carolina
|
$425K
|
+$1.28K
|
+101
|
+0.3%
|
|
|
34
|
Principal Securities
Des Moines,
Iowa
|
$394K
|
+$23.9K
|
+1,882
|
+6%
|
|
|
35
|
Kestra Private Wealth Services
Austin,
Texas
|
$394K
|
+$763
|
+60
|
+0.2%
|
|
|
36
|
Wealth Effects
Boston,
Massachusetts
|
$387K
|
+$2.54K
|
+200
|
+0.7%
|
|
|
37
|
Envestnet Asset Management
Chicago,
Illinois
|
$374K
|
+$25K
|
+1,967
|
+7%
|
|
|
38
|
Private Advisor Group
Morristown,
New Jersey
|
$371K
|
+$6.97K
|
+548
|
+2%
|
|
|
39
|
Triumph Capital Management
Denver,
Colorado
|
$356K
|
-$16.8K
|
-1,323
|
-5%
|
|
|
40
|
Ameriprise
Minneapolis,
Minnesota
|
$329K
|
+$39K
|
+3,067
|
+14%
|
|
|
41
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$319K
|
+$153
|
+12
|
+0%
|
|
|
42
|
PMG Family Office
Plano,
Texas
|
$304K
|
-$53.1K
|
-4,177
|
-15%
|
|
|
43
|
Tradition Wealth Management
Edina,
Minnesota
|
$272K
|
+$432
|
+34
|
+0.2%
|
|
|
44
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$256K
|
+$254K
|
+20,000
|
New
|
|
|
45
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$251K
|
+$250K
|
+19,660
|
New
|
|
|
46
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$243K
|
–
|
–
|
–
|
|
|
47
|
Oppenheimer & Co
New York
|
$238K
|
+$585
|
+46
|
+0.2%
|
|
|
48
|
Kapstone Financial Advisors
Lebanon,
Ohio
|
$196K
|
–
|
–
|
–
|
|
|
49
|
SeaCrest Wealth Management
Purchase,
New York
|
$192K
|
-$3.4K
|
-267
|
-2%
|
|
|
50
|
Kingswood Wealth Advisors
San Diego,
California
|
$186K
|
+$185K
|
+14,557
|
New
|
|
