|
76
|
|
$1.5M
|
–
|
–
|
–
|
|
|
77
|
Emery Howard Portfolio Management
Burlingame,
California
|
$1.43M
|
+$393K
|
+18,840
|
+38%
|
|
|
78
|
M&T Bank
Buffalo,
New York
|
$1.4M
|
-$39.6K
|
-1,900
|
-3%
|
|
|
79
|
Stifel Financial
St. Louis,
Missouri
|
$1.36M
|
+$465K
|
+22,315
|
+52%
|
|
|
80
|
KeyBank National Association
Cleveland,
Ohio
|
$1.31M
|
+$416K
|
+19,927
|
+46%
|
|
|
81
|
Avantax Advisory Services
Dallas,
Texas
|
$1.25M
|
-$2.46K
|
-118
|
-0.2%
|
|
|
82
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.2M
|
+$931K
|
+44,643
|
+344%
|
|
|
83
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.17M
|
+$1.17M
|
+56,161
|
New
|
|
|
84
|
ClientFirst Wealth Management
Little Rock,
Arkansas
|
$1.13M
|
+$903K
|
+43,275
|
New
|
|
|
85
|
Tempus Wealth Planning
Irvine,
California
|
$1.11M
|
-$63.9K
|
-3,064
|
-5%
|
|
|
86
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.09M
|
-$670K
|
-32,114
|
-38%
|
|
|
87
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.05M
|
-$2.57M
|
-123,137
|
-71%
|
|
|
88
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.04M
|
-$31.8K
|
-1,525
|
-3%
|
|
|
89
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$1.03M
|
+$132K
|
+6,348
|
+15%
|
|
|
90
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
$1M
|
+$1.01M
|
+48,368
|
New
|
|
|
91
|
Veritable
Wilmington,
Delaware
|
$987K
|
–
|
–
|
–
|
|
|
92
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$955K
|
-$498K
|
-23,872
|
-34%
|
|
|
93
|
Truist Financial
Charlotte,
North Carolina
|
$931K
|
+$7.18K
|
+344
|
+0.8%
|
|
|
94
|
MML Investors Services
Springfield,
Massachusetts
|
$928K
|
-$227K
|
-10,872
|
-20%
|
|
|
95
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$921K
|
+$712K
|
+34,144
|
+335%
|
|
|
96
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$918K
|
+$922K
|
+44,193
|
New
|
|
|
97
|
Capital Wealth Planning
Naples,
Florida
|
$904K
|
-$671K
|
-32,172
|
-43%
|
|
|
98
|
HighVista Strategies
Boston,
Massachusetts
|
$881K
|
–
|
–
|
–
|
|
|
99
|
NEPC LLC
Boston,
Massachusetts
|
$867K
|
+$871K
|
+41,737
|
New
|
|
|
100
|
GFS Advisors
Houston,
Texas
|
$852K
|
-$87.8K
|
-4,209
|
-9%
|
|
