|
201
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$758K
|
+$5.65K
|
+117
|
+0.8%
|
|
|
202
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$740K
|
+$202K
|
+4,193
|
+38%
|
|
|
203
|
Donor Advised Charitable Giving
San Francisco,
California
|
$734K
|
–
|
–
|
–
|
|
|
204
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$715K
|
+$47.3K
|
+980
|
+7%
|
|
|
205
|
US Bancorp
Minneapolis,
Minnesota
|
$704K
|
+$38.6K
|
+800
|
+6%
|
|
|
206
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$701K
|
-$35.6K
|
-737
|
-5%
|
|
|
207
|
Global Retirement Partners
San Rafael,
California
|
$694K
|
+$689K
|
+14,274
|
New
|
|
|
208
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$685K
|
+$28K
|
+580
|
+4%
|
|
|
209
|
AlphaCore Capital
La Jolla,
California
|
$683K
|
-$50.1K
|
-1,038
|
-7%
|
|
|
210
|
MAI Capital Management
Independence,
Ohio
|
$676K
|
+$17K
|
+352
|
+3%
|
|
|
211
|
Leavell Investment Management
Mobile,
Alabama
|
$666K
|
+$10.7K
|
+222
|
+2%
|
|
|
212
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$664K
|
+$84.5K
|
+1,751
|
+15%
|
|
|
213
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$661K
|
-$8.54K
|
-177
|
-1%
|
|
|
214
|
Arete Wealth Advisors
Chicago,
Illinois
|
$659K
|
+$388K
|
+8,036
|
+146%
|
|
|
215
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$644K
|
-$81K
|
-1,678
|
-11%
|
|
|
216
|
Park Avenue Securities
New York
|
$628K
|
-$1.74K
|
-36
|
-0.3%
|
|
|
217
|
Avantax Advisory Services
Dallas,
Texas
|
$622K
|
+$54.6K
|
+1,131
|
+10%
|
|
|
218
|
William Blair & Company
Chicago,
Illinois
|
$617K
|
-$69.5K
|
-1,441
|
-10%
|
|
|
219
|
Evensky & Katz
Coral Gables,
Florida
|
$611K
|
+$5.36K
|
+111
|
+0.9%
|
|
|
220
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$598K
|
-$47.9K
|
-993
|
-7%
|
|
|
221
|
Greykasell Wealth Strategies
Danville,
California
|
$587K
|
-$57.1K
|
-1,184
|
-9%
|
|
|
222
|
Opus Capital Group
Cincinnati,
Ohio
|
$580K
|
+$1.4K
|
+29
|
+0.2%
|
|
|
223
|
Truist Financial
Charlotte,
North Carolina
|
$565K
|
-$93.1K
|
-1,929
|
-14%
|
|
|
224
|
BNP Paribas Financial Markets
Paris,
France
|
$546K
|
+$401K
|
+8,317
|
+285%
|
|
|
225
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$538K
|
+$20.4K
|
+423
|
+4%
|
|
