|
101
|
Charles Schwab
San Francisco,
California
|
$9.16M
|
-$5.36M
|
-44,729
|
-34%
|
|
|
102
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
$9.13M
|
-$1.76M
|
-14,695
|
-15%
|
|
|
103
|
Sanford Advisory Services
Portage,
Michigan
|
$9.09M
|
+$7.14M
|
+59,590
|
+236%
|
|
|
104
|
Prospera Financial Services
Dallas,
Texas
|
$8.87M
|
+$3.84M
|
+32,026
|
+63%
|
|
|
105
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$8.81M
|
+$123K
|
+1,029
|
+1%
|
|
|
106
|
KWMG LLC
Overland Park,
Kansas
|
$8.68M
|
+$9.71K
|
+81
|
+0.1%
|
|
|
107
|
Veritable
Wilmington,
Delaware
|
$8.63M
|
-$14.1K
|
-118
|
-0.1%
|
|
|
108
|
Tradition Wealth Management
Edina,
Minnesota
|
$8.57M
|
-$51.2K
|
-427
|
-0.5%
|
|
|
109
|
Round Rock Advisors
Wilton,
Connecticut
|
$8.51M
|
+$339K
|
+2,828
|
+4%
|
|
|
110
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$8.44M
|
+$2.11M
|
+17,635
|
+29%
|
|
|
111
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.22M
|
+$2.39M
|
+19,976
|
+35%
|
|
|
112
|
Karp Capital Management
Sausalito,
California
|
$8.14M
|
-$557K
|
-4,650
|
-6%
|
|
|
113
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$8.06M
|
+$804K
|
+6,709
|
+10%
|
|
|
114
|
Oxbow Advisors
Austin,
Texas
|
$8.02M
|
+$61.8K
|
+516
|
+0.7%
|
|
|
115
|
Wealthspire Advisors (New York)
New York
|
$7.91M
|
+$864K
|
+7,205
|
+11%
|
|
|
116
|
CX Institutional
Auburn,
Indiana
|
$7.66M
|
+$3.41M
|
+28,491
|
+66%
|
|
|
117
|
IFP Advisors
Tampa,
Florida
|
$7.59M
|
+$193K
|
+1,610
|
+2%
|
|
|
118
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$7.59M
|
-$351K
|
-2,928
|
-4%
|
|
|
119
|
IFG Advisors
St. Louis,
Missouri
|
$7.57M
|
-$15.8K
|
-132
|
-0.2%
|
|
|
120
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$7.51M
|
+$7.79K
|
+65
|
+0.1%
|
|
|
121
|
NewEdge Advisors
New Orleans,
Louisiana
|
$7.49M
|
+$377K
|
+3,145
|
+5%
|
|
|
122
|
First American Trust
Santa Ana,
California
|
$7.46M
|
-$214K
|
-1,787
|
-3%
|
|
|
123
|
Citizens Financial Group
Providence,
Rhode Island
|
$7.45M
|
+$1.27M
|
+10,605
|
+18%
|
|
|
124
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$7.28M
|
+$218K
|
+1,819
|
+3%
|
|
|
125
|
Amarillo National Bank
Amarillo,
Texas
|
$7.26M
|
+$290K
|
+2,417
|
+4%
|
|
