|
51
|
Creative Planning
Overland Park,
Kansas
|
$189K
|
-$10.4K
|
-610
|
-5%
|
|
|
52
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$179K
|
+$2.55K
|
+150
|
+1%
|
|
|
53
|
Sutton Wealth Advisors
Tampa,
Florida
|
$172K
|
–
|
–
|
–
|
|
|
54
|
Envestnet Asset Management
Chicago,
Illinois
|
$138K
|
-$290K
|
-17,050
|
-68%
|
|
|
55
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$133K
|
+$132K
|
+7,770
|
New
|
|
|
56
|
Perigon Wealth Management
San Francisco,
California
|
$106K
|
+$2.21K
|
+130
|
+2%
|
|
|
57
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$76K
|
+$340
|
+20
|
+0.5%
|
|
|
58
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$69K
|
+$32.4K
|
+1,910
|
+89%
|
|
|
59
|
IFP Advisors
Tampa,
Florida
|
$58K
|
+$170
|
+10
|
+0.3%
|
|
|
60
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$48K
|
–
|
–
|
–
|
|
|
61
|
SEI Investments
Oaks,
Pennsylvania
|
$46K
|
–
|
–
|
–
|
|
|
62
|
D.A. Davidson & Co
Great Falls,
Montana
|
$43K
|
–
|
–
|
–
|
|
|
63
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$43K
|
+$42.3K
|
+2,490
|
New
|
|
|
64
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$41K
|
+$40.8K
|
+2,400
|
New
|
|
|
65
|
Parallel Advisors
San Francisco,
California
|
$35K
|
+$34.5K
|
+2,030
|
New
|
|
|
66
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$34.2K
|
-$8.49K
|
-500
|
-20%
|
|
|
67
|
V Wealth Advisors
Overland Park,
Kansas
|
$34K
|
+$34K
|
+2,000
|
New
|
|
|
68
|
Ironwood Financial
Tucson,
Arizona
|
$23K
|
–
|
–
|
–
|
|
|
69
|
|
$21K
|
+$170
|
+10
|
+0.8%
|
|
|
70
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$17K
|
–
|
–
|
–
|
|
|
71
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17K
|
–
|
–
|
–
|
|
|
72
|
|
$15.7K
|
+$15.6K
|
+920
|
New
|
|
|
73
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$14K
|
+$14.3K
|
+840
|
New
|
|
|
74
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$10K
|
–
|
–
|
–
|
|
|
75
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$8.56K
|
–
|
–
|
–
|
|
