|
126
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.2M
|
-$8.86M
|
-321,173
|
-81%
|
|
|
127
|
Oppenheimer & Co
New York
|
$2.16M
|
-$170K
|
-6,173
|
-8%
|
|
|
128
|
Virtue Capital Management
Brentwood,
Tennessee
|
$2.08M
|
+$2.01M
|
+73,065
|
New
|
|
|
129
|
IHT Wealth Management
Chicago,
Illinois
|
$2.05M
|
-$179K
|
-6,475
|
-8%
|
|
|
130
|
Cooper Financial Group
Irvine,
California
|
$2.02M
|
+$137K
|
+4,984
|
+8%
|
|
|
131
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$2M
|
-$132K
|
-4,781
|
-6%
|
|
|
132
|
Allianz Asset Management
Munich,
Germany
|
$1.88M
|
+$640K
|
+23,200
|
+55%
|
|
|
133
|
Old Mission Capital
Chicago,
Illinois
|
$1.8M
|
+$1.72M
|
+62,387
|
New
|
|
|
134
|
Sebold Capital Management
Lisle,
Illinois
|
$1.79M
|
+$640K
|
+23,212
|
+60%
|
|
|
135
|
Rovin Capital
Mesa,
Arizona
|
$1.72M
|
+$710K
|
+25,738
|
+76%
|
|
|
136
|
NovaPoint Capital
Atlanta,
Georgia
|
$1.7M
|
-$42.8K
|
-1,551
|
-3%
|
|
|
137
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$1.63M
|
-$8.86M
|
-321,156
|
-85%
|
|
|
138
|
Retirement Guys Formula
Maumee,
Ohio
|
$1.61M
|
-$154K
|
-5,574
|
-9%
|
|
|
139
|
Kestra Advisory Services
Austin,
Texas
|
$1.59M
|
+$34.8K
|
+1,263
|
+2%
|
|
|
140
|
All Season Financial Advisors
Denver,
Colorado
|
$1.58M
|
+$1.51M
|
+54,814
|
New
|
|
|
141
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.53M
|
+$78.5K
|
+2,847
|
+6%
|
|
|
142
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$1.52M
|
-$3.93M
|
-142,625
|
-73%
|
|
|
143
|
Prosperitas Financial
Valencia,
California
|
$1.52M
|
+$2.7K
|
+98
|
+0.2%
|
|
|
144
|
Prospera Financial Services
Dallas,
Texas
|
$1.48M
|
+$1.42M
|
+51,378
|
New
|
|
|
145
|
Elevated Capital Advisors
Sandy,
Utah
|
$1.45M
|
+$94.8K
|
+3,439
|
+7%
|
|
|
146
|
Global Endowment Management
Charlotte,
North Carolina
|
$1.44M
|
–
|
–
|
–
|
|
|
147
|
AXS Investments
Port Chester,
New York
|
$1.44M
|
+$1.38M
|
+50,000
|
New
|
|
|
148
|
J.W. Burns & Co
Dewitt,
New York
|
$1.43M
|
-$79K
|
-2,865
|
-5%
|
|
|
149
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$1.42M
|
+$235K
|
+8,530
|
+21%
|
|
|
150
|
Truist Financial
Charlotte,
North Carolina
|
$1.42M
|
+$294K
|
+10,652
|
+28%
|
|
