|
101
|
Cedar Wealth Management
Walnut Creek,
California
|
$1.8M
|
–
|
–
|
–
|
|
|
102
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.72M
|
+$1.91M
|
+35,907
|
New
|
|
|
103
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.69M
|
+$329K
|
+6,188
|
+21%
|
|
|
104
|
Clal Insurance
Tel-Aviv,
Israel
|
$1.69M
|
–
|
–
|
–
|
|
|
105
|
WT Wealth Management
Scottsdale,
Arizona
|
$1.69M
|
+$301K
|
+5,654
|
+19%
|
|
|
106
|
Trail Ridge Investment Advisors
Fort Collins,
Colorado
|
$1.64M
|
+$279K
|
+5,240
|
+18%
|
|
|
107
|
Credit Suisse
Zurich,
Switzerland
|
$1.62M
|
+$1.81M
|
+33,957
|
New
|
|
|
108
|
Versant Capital Management
Phoenix,
Arizona
|
$1.59M
|
+$3.3K
|
+62
|
+0.2%
|
|
|
109
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.5M
|
+$558K
|
+10,480
|
+50%
|
|
|
110
|
Laurel Wealth Planning
Edina,
Minnesota
|
$1.39M
|
+$512K
|
+9,615
|
+49%
|
|
|
111
|
Community Bank
Dewitt,
New York
|
$1.39M
|
+$266K
|
+4,995
|
+21%
|
|
|
112
|
Fusion Family Wealth
Woodbury,
New York
|
$1.3M
|
+$465K
|
+8,732
|
+47%
|
|
|
113
|
Karpus Investment Management
Pittsford,
New York
|
$1.27M
|
-$166K
|
-3,125
|
-11%
|
|
|
114
|
Transcend Capital Advisors
Madison,
New Jersey
|
$1.23M
|
-$3.51K
|
-66
|
-0.3%
|
|
|
115
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.19M
|
+$611K
|
+11,472
|
+85%
|
|
|
116
|
World Equity Group
Schaumburg,
Illinois
|
$1.19M
|
+$9.16K
|
+172
|
+0.7%
|
|
|
117
|
Kestra Advisory Services
Austin,
Texas
|
$1.19M
|
+$60K
|
+1,127
|
+5%
|
|
|
118
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$1.17M
|
-$22.9K
|
-431
|
-2%
|
|
|
119
|
Prudential plc
London, England,
United Kingdom
|
$1.15M
|
+$185K
|
+3,480
|
+17%
|
|
|
120
|
55I LLC
Boston,
Massachusetts
|
$1.14M
|
-$131K
|
-2,454
|
-9%
|
|
|
121
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.13M
|
+$459K
|
+8,615
|
+57%
|
|
|
122
|
Truist Financial
Charlotte,
North Carolina
|
$1.09M
|
-$50.1K
|
-942
|
-4%
|
|
|
123
|
Private Ocean
San Rafael,
California
|
$1.06M
|
+$982K
|
+18,443
|
+488%
|
|
|
124
|
First Bank & Trust
Brookings,
South Dakota
|
$1.04M
|
–
|
–
|
–
|
|
|
125
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$1.01M
|
-$187K
|
-3,505
|
-14%
|
|
