|
51
|
FAS Wealth Partners
Leawood,
Kansas
|
$1.19M
|
-$892K
|
-8,149
|
-42%
|
|
|
52
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$1.16M
|
+$1.2M
|
+10,925
|
New
|
|
|
53
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$1.14M
|
-$1.74M
|
-15,891
|
-60%
|
|
|
54
|
Truist Financial
Charlotte,
North Carolina
|
$1.08M
|
+$490K
|
+4,473
|
+78%
|
|
|
55
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.08M
|
-$24.6K
|
-225
|
-2%
|
|
|
56
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.08M
|
+$60.5K
|
+553
|
+6%
|
|
|
57
|
Reilly Financial Advisors
La Mesa,
California
|
$1.06M
|
+$36.2K
|
+331
|
+3%
|
|
|
58
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$953K
|
–
|
–
|
–
|
|
|
59
|
Ameriprise
Minneapolis,
Minnesota
|
$824K
|
-$47.9K
|
-438
|
-5%
|
|
|
60
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$800K
|
-$756K
|
-6,905
|
-48%
|
|
|
61
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$800K
|
-$56.8K
|
-519
|
-6%
|
|
|
62
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$776K
|
-$20.1K
|
-184
|
-2%
|
|
|
63
|
SWS Partners
Columbus,
Ohio
|
$761K
|
+$787K
|
+7,192
|
New
|
|
|
64
|
Cypress Wealth Services
Palm Desert,
California
|
$759K
|
-$323K
|
-2,950
|
-29%
|
|
|
65
|
Spectrum Management Group
Indianapolis,
Indiana
|
$740K
|
-$1.22M
|
-11,115
|
-61%
|
|
|
66
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$719K
|
-$106K
|
-972
|
-13%
|
|
|
67
|
Mission Wealth Management
Santa Barbara,
California
|
$715K
|
+$395K
|
+3,607
|
+114%
|
|
|
68
|
Oppenheimer & Co
New York
|
$627K
|
–
|
–
|
–
|
|
|
69
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$614K
|
–
|
–
|
–
|
|
|
70
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$603K
|
-$1.1M
|
-10,065
|
-65%
|
|
|
71
|
Raymond James & Associates
St Petersburg,
Florida
|
$565K
|
+$63.2K
|
+577
|
+12%
|
|
|
72
|
Colony Group
Boston,
Massachusetts
|
$564K
|
-$1.53K
|
-14
|
-0.3%
|
|
|
73
|
Beacon Pointe Advisors
Newport Beach,
California
|
$518K
|
+$532K
|
+4,862
|
New
|
|
|
74
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$513K
|
+$23.3K
|
+213
|
+5%
|
|
|
75
|
Waterloo Capital
Austin,
Texas
|
$509K
|
+$526K
|
+4,807
|
New
|
|
