|
76
|
Tectonic Advisors
Frisco,
Texas
|
$2.18M
|
–
|
–
|
–
|
|
|
77
|
Blue Square Asset Management
New York
|
$2.16M
|
-$650K
|
-11,725
|
-23%
|
|
|
78
|
Summit Global Investments
Bountiful,
Utah
|
$2.11M
|
+$2.13M
|
+38,520
|
New
|
|
|
79
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$2.1M
|
+$2.11M
|
+38,156
|
+23,699%
|
|
|
80
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.03M
|
-$878K
|
-15,852
|
-30%
|
|
|
81
|
Fermata Advisors
Sonoma,
California
|
$2M
|
+$2.03M
|
+36,569
|
New
|
|
|
82
|
Truist Financial
Charlotte,
North Carolina
|
$1.88M
|
-$4.99M
|
-90,007
|
-72%
|
|
|
83
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.88M
|
-$218K
|
-3,936
|
-10%
|
|
|
84
|
Neuberger Berman Group
New York
|
$1.85M
|
+$1.86M
|
+33,647
|
New
|
|
|
85
|
Allen Capital Group
Grand Island,
Nebraska
|
$1.82M
|
+$126K
|
+2,266
|
+7%
|
|
|
86
|
Old Mission Capital
Chicago,
Illinois
|
$1.81M
|
+$1.82M
|
+32,925
|
New
|
|
|
87
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.73M
|
-$290K
|
-5,230
|
-14%
|
|
|
88
|
Creative Planning
Overland Park,
Kansas
|
$1.6M
|
+$524K
|
+9,448
|
+48%
|
|
|
89
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.54M
|
+$103K
|
+1,853
|
+7%
|
|
|
90
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$1.54M
|
-$743K
|
-13,406
|
-32%
|
|
|
91
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$1.54M
|
+$32.7K
|
+591
|
+2%
|
|
|
92
|
Sage Rhino Capital
Menlo Park,
California
|
$1.53M
|
+$80.6K
|
+1,455
|
+5%
|
|
|
93
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$1.46M
|
+$332K
|
+5,985
|
+29%
|
|
|
94
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.44M
|
+$673K
|
+12,153
|
+87%
|
|
|
95
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1.42M
|
+$24.3K
|
+439
|
+2%
|
|
|
96
|
WesBanco Bank
Wheeling,
West Virginia
|
$1.41M
|
+$1.42M
|
+25,628
|
New
|
|
|
97
|
Valmark Advisers
Akron,
Ohio
|
$1.32M
|
-$15.7K
|
-284
|
-1%
|
|
|
98
|
TownSquare Capital
Provo,
Utah
|
$1.29M
|
–
|
–
|
–
|
|
|
99
|
True Link Financial Advisors
San Francisco,
California
|
$1.27M
|
+$55.4K
|
+1,000
|
+5%
|
|
|
100
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.2M
|
-$40.2K
|
-726
|
-3%
|
|
