|
51
|
Rockefeller Capital Management
New York
|
$290K
|
+$1.64K
|
+171
|
+0.6%
|
|
|
52
|
Kingswood Wealth Advisors
San Diego,
California
|
$286K
|
+$75.4K
|
+7,850
|
+36%
|
|
|
53
|
Planning Alternatives
Birmingham,
Michigan
|
$282K
|
+$48K
|
+5,000
|
+21%
|
|
|
54
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$278K
|
–
|
–
|
–
|
|
|
55
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$277K
|
-$28.8K
|
-3,000
|
-10%
|
|
|
56
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$260K
|
+$8.64K
|
+900
|
+3%
|
|
|
57
|
Raymond James Trust
St. Petersburg,
Florida
|
$253K
|
-$48K
|
-5,000
|
-16%
|
|
|
58
|
Simon Quick Advisors
Morristown,
New Jersey
|
$251K
|
+$25K
|
+2,607
|
+11%
|
|
|
59
|
Brown Advisory
Baltimore,
Maryland
|
$234K
|
–
|
–
|
–
|
|
|
60
|
Concurrent Investment Advisors
Tampa,
Florida
|
$221K
|
-$28.1K
|
-2,927
|
-11%
|
|
|
61
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$218K
|
+$1.66K
|
+173
|
+0.8%
|
|
|
62
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$193K
|
–
|
–
|
–
|
|
|
63
|
Summit Trail Advisors
New York
|
$184K
|
-$26.7K
|
-2,781
|
-13%
|
|
|
64
|
Shufro Rose & Co
New York
|
$180K
|
+$72K
|
+7,500
|
+68%
|
|
|
65
|
Nomura Holdings
Tokyo,
Japan
|
$179K
|
+$177K
|
+18,440
|
New
|
|
|
66
|
Kestra Private Wealth Services
Austin,
Texas
|
$169K
|
+$4.6K
|
+479
|
+3%
|
|
|
67
|
Capital Investment Advisors
Atlanta,
Georgia
|
$165K
|
–
|
–
|
–
|
|
|
68
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$156K
|
–
|
–
|
–
|
|
|
69
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$153K
|
+$178K
|
+18,538
|
New
|
|
|
70
|
Moody National Bank Trust Division
Galveston,
Texas
|
$149K
|
-$49K
|
-5,099
|
-25%
|
|
|
71
|
LexAurum Advisors
Overland Park,
Kansas
|
$146K
|
–
|
–
|
–
|
|
|
72
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$146K
|
–
|
–
|
–
|
|
|
73
|
Cresset Asset Management
Chicago,
Illinois
|
$140K
|
–
|
–
|
–
|
|
|
74
|
Advisory Services Network
Atlanta,
Georgia
|
$136K
|
–
|
–
|
–
|
|
|
75
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$132K
|
+$130K
|
+13,559
|
New
|
|
