|
26
|
Shira Ridge Wealth Management
Larkspur,
California
|
$1.74M
|
-$76.4K
|
-733
|
-4%
|
|
|
27
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.68M
|
+$218K
|
+2,088
|
+15%
|
|
|
28
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.64M
|
-$128K
|
-1,229
|
-7%
|
|
|
29
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.62M
|
-$1.06M
|
-10,148
|
-40%
|
|
|
30
|
Global Retirement Partners
San Rafael,
California
|
$1.4M
|
+$1.36M
|
+13,078
|
New
|
|
|
31
|
&Partners
Nashville,
Tennessee
|
$1.36M
|
+$12.2K
|
+117
|
+0.9%
|
|
|
32
|
Truist Financial
Charlotte,
North Carolina
|
$1.32M
|
-$2.78M
|
-26,669
|
-68%
|
|
|
33
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$1.28M
|
-$14.8K
|
-142
|
-1%
|
|
|
34
|
Steward Partners Investment Advisory
New York
|
$1.21M
|
+$37.5K
|
+360
|
+3%
|
|
|
35
|
KM Capital Management
Austin,
Texas
|
$1.19M
|
–
|
–
|
–
|
|
|
36
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$1.18M
|
-$77.8K
|
-746
|
-6%
|
|
|
37
|
Financial Perspectives
Minneapolis,
Minnesota
|
$1.12M
|
+$9.07K
|
+87
|
+0.8%
|
|
|
38
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.11M
|
+$152K
|
+1,457
|
+16%
|
|
|
39
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.11M
|
-$1.37M
|
-13,153
|
-56%
|
|
|
40
|
Equitable Holdings
New York
|
$1.08M
|
+$38.7K
|
+371
|
+4%
|
|
|
41
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.08M
|
+$200K
|
+1,921
|
+24%
|
|
|
42
|
Ironwood Financial
Tucson,
Arizona
|
$1.08M
|
-$5.21K
|
-50
|
-0.5%
|
|
|
43
|
KCM Investment Advisors
Greenbrae,
California
|
$1.03M
|
–
|
–
|
–
|
|
|
44
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$792K
|
-$12.9K
|
-124
|
-2%
|
|
|
45
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$737K
|
+$83.8K
|
+804
|
+13%
|
|
|
46
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$629K
|
+$625
|
+6
|
+0.1%
|
|
|
47
|
HB Wealth Management
Atlanta,
Georgia
|
$614K
|
+$157K
|
+1,502
|
+36%
|
|
|
48
|
Creative Planning
Overland Park,
Kansas
|
$551K
|
+$1.98K
|
+19
|
+0.4%
|
|
|
49
|
Bawa N Mallick Trust
Forest Hills,
New York
|
$537K
|
–
|
–
|
–
|
|
|
50
|
Ameriprise
Minneapolis,
Minnesota
|
$532K
|
+$51.6K
|
+495
|
+11%
|
|
