|
51
|
Caprock Group
Boise,
Idaho
|
$1.32M
|
+$1.3M
|
+15,585
|
New
|
|
|
52
|
Creative Planning
Overland Park,
Kansas
|
$1.17M
|
+$124K
|
+1,485
|
+12%
|
|
|
53
|
Truist Financial
Charlotte,
North Carolina
|
$1.16M
|
-$39K
|
-468
|
-3%
|
|
|
54
|
MML Investors Services
Springfield,
Massachusetts
|
$1.16M
|
+$74.8K
|
+897
|
+7%
|
|
|
55
|
Syon Capital
San Francisco,
California
|
$1.01M
|
+$28.9K
|
+347
|
+3%
|
|
|
56
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$994K
|
+$558K
|
+6,692
|
+132%
|
|
|
57
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$931K
|
+$834
|
+10
|
+0.1%
|
|
|
58
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$913K
|
+$159K
|
+1,906
|
+22%
|
|
|
59
|
Mariner
Overland Park,
Kansas
|
$877K
|
+$26.9K
|
+323
|
+3%
|
|
|
60
|
Ameriprise
Minneapolis,
Minnesota
|
$873K
|
-$14.6M
|
-174,635
|
-95%
|
|
|
61
|
|
$844K
|
+$144K
|
+1,722
|
+22%
|
|
|
62
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$836K
|
-$13.3K
|
-159
|
-2%
|
|
|
63
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$770K
|
+$417
|
+5
|
+0.1%
|
|
|
64
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$769K
|
+$7.25K
|
+87
|
+1%
|
|
|
65
|
Argent Trust Co
Nashville,
Tennessee
|
$718K
|
-$17.1K
|
-205
|
-2%
|
|
|
66
|
Avidian Wealth Enterprises
Houston,
Texas
|
$717K
|
+$3.25K
|
+39
|
+0.5%
|
|
|
67
|
Ballentine Partners
Waltham,
Massachusetts
|
$705K
|
–
|
–
|
–
|
|
|
68
|
Koshinski Asset Management
Decatur,
Illinois
|
$668K
|
–
|
–
|
–
|
|
|
69
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$665K
|
+$32.2K
|
+386
|
+5%
|
|
|
70
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$619K
|
–
|
–
|
–
|
|
|
71
|
L.K. Benson & Company
Baltimore,
Maryland
|
$611K
|
–
|
–
|
–
|
|
|
72
|
Inscription Capital
Houston,
Texas
|
$607K
|
–
|
–
|
–
|
|
|
73
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$582K
|
+$14.8K
|
+178
|
+3%
|
|
|
74
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$550K
|
-$6.34K
|
-76
|
-1%
|
|
|
75
|
Sapient Capital
Indianapolis,
Indiana
|
$518K
|
-$51.6K
|
-619
|
-9%
|
|
