|
51
|
Creative Planning
Overland Park,
Kansas
|
$1.4M
|
+$7.58K
|
+86
|
+0.5%
|
|
|
52
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.28M
|
-$337K
|
-3,830
|
-21%
|
|
|
53
|
Pacific Sun Financial
Los Angeles,
California
|
$1.18M
|
+$26.4K
|
+300
|
+2%
|
|
|
54
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.15M
|
+$25.5K
|
+290
|
+2%
|
|
|
55
|
Wealth Architects
Mountain View,
California
|
$1.07M
|
–
|
–
|
–
|
|
|
56
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$897K
|
-$735K
|
-8,348
|
-45%
|
|
|
57
|
Prudential Financial
Newark,
New Jersey
|
$860K
|
+$319K
|
+3,626
|
+60%
|
|
|
58
|
AE Wealth Management
Topeka,
Kansas
|
$850K
|
+$22.9K
|
+260
|
+3%
|
|
|
59
|
Arete Wealth Advisors
Chicago,
Illinois
|
$783K
|
+$53.7K
|
+610
|
+7%
|
|
|
60
|
Bristlecone Advisors
Bellevue,
Washington
|
$744K
|
–
|
–
|
–
|
|
|
61
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$727K
|
-$644K
|
-7,316
|
-47%
|
|
|
62
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$719K
|
+$62.9K
|
+714
|
+10%
|
|
|
63
|
Stokes Family Office
New Orleans,
Louisiana
|
$688K
|
-$23.4K
|
-266
|
-3%
|
|
|
64
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$680K
|
–
|
–
|
–
|
|
|
65
|
Comerica Securities
Detroit,
Michigan
|
$618K
|
-$8.98K
|
-102
|
-1%
|
|
|
66
|
Avior Wealth Management
Omaha,
Nebraska
|
$618K
|
+$57.6K
|
+654
|
+10%
|
|
|
67
|
Financial Strategies Group
Okemos,
Michigan
|
$615K
|
+$15.2K
|
+172
|
+3%
|
|
|
68
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$614K
|
+$110K
|
+1,254
|
+22%
|
|
|
69
|
Atria Wealth Solutions
New York
|
$553K
|
+$550K
|
+6,244
|
New
|
|
|
70
|
Merit Financial Group
Alpharetta,
Georgia
|
$519K
|
+$516K
|
+5,858
|
New
|
|
|
71
|
KWB Wealth
Redlands,
California
|
$480K
|
–
|
–
|
–
|
|
|
72
|
V Wealth Advisors
Overland Park,
Kansas
|
$469K
|
-$3.88K
|
-44
|
-0.8%
|
|
|
73
|
Stifel Financial
St. Louis,
Missouri
|
$468K
|
-$27K
|
-306
|
-5%
|
|
|
74
|
Rockefeller Capital Management
New York
|
$453K
|
+$428K
|
+4,860
|
+1,929%
|
|
|
75
|
FAS Wealth Partners
Leawood,
Kansas
|
$438K
|
-$97.9K
|
-1,112
|
-18%
|
|
