|
51
|
Global Retirement Partners
San Rafael,
California
|
$6.49M
|
+$141K
|
+2,183
|
+2%
|
|
|
52
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$6.47M
|
-$286K
|
-4,421
|
-4%
|
|
|
53
|
US Bancorp
Minneapolis,
Minnesota
|
$6.19M
|
+$38.6K
|
+596
|
+0.7%
|
|
|
54
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$5.87M
|
+$213K
|
+3,284
|
+4%
|
|
|
55
|
Parsec Financial Management
Asheville,
North Carolina
|
$5.84M
|
+$200K
|
+3,085
|
+4%
|
|
|
56
|
Portfolio Strategies
Monsey,
New York
|
$5.78M
|
-$56.2K
|
-868
|
-1%
|
|
|
57
|
Petix & Botte Financial
La Mesa,
California
|
$5.64M
|
+$5.41M
|
+83,449
|
New
|
|
|
58
|
|
$5.54M
|
+$1.54M
|
+23,712
|
+41%
|
|
|
59
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$5.5M
|
+$4.94M
|
+76,286
|
+1,544%
|
|
|
60
|
Equitable Holdings
New York
|
$5.49M
|
+$5.26M
|
+81,225
|
New
|
|
|
61
|
|
$5.37M
|
+$132K
|
+2,037
|
+3%
|
|
|
62
|
Edge Capital Group
Atlanta,
Georgia
|
$5.28M
|
–
|
–
|
–
|
|
|
63
|
CA Family Wealth
Beverly Hills,
California
|
$5.26M
|
+$5.04M
|
+77,782
|
New
|
|
|
64
|
First Allied Advisory Services
San Diego,
California
|
$4.94M
|
+$365K
|
+5,636
|
+8%
|
|
|
65
|
Coldstream Capital Management
Bellevue,
Washington
|
$4.75M
|
-$369K
|
-5,703
|
-8%
|
|
|
66
|
Avantax Advisory Services
Dallas,
Texas
|
$4.74M
|
+$1.51M
|
+23,279
|
+50%
|
|
|
67
|
IndexIQ Advisors
New York
|
$4.5M
|
+$1.66M
|
+25,558
|
+62%
|
|
|
68
|
|
$4.14M
|
+$3.97M
|
+61,247
|
New
|
|
|
69
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$4.14M
|
-$564K
|
-8,713
|
-12%
|
|
|
70
|
Truist Financial
Charlotte,
North Carolina
|
$4.13M
|
+$3.96M
|
+61,134
|
New
|
|
|
71
|
Parker Investment Management
Menlo Park,
California
|
$4.13M
|
-$6.87K
|
-106
|
-0.2%
|
|
|
72
|
Linscomb Wealth
Houston,
Texas
|
$3.77M
|
+$3.37M
|
+52,060
|
+1,432%
|
|
|
73
|
People's United Financial
Bridgeport,
Connecticut
|
$3.75M
|
+$971K
|
+14,992
|
+37%
|
|
|
74
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$3.74M
|
+$231K
|
+3,559
|
+7%
|
|
|
75
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$3.46M
|
+$3.31M
|
+51,147
|
New
|
|
