|
76
|
Synovus Financial
Columbus,
Georgia
|
$2.5M
|
–
|
–
|
–
|
|
|
77
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.31M
|
+$1.79M
|
+10,765
|
+416%
|
|
|
78
|
Triumph Capital Management
Denver,
Colorado
|
$2.28M
|
-$725K
|
-4,354
|
-25%
|
|
|
79
|
Geneos Wealth Management
Englewood,
Colorado
|
$2.26M
|
-$222K
|
-1,333
|
-9%
|
|
|
80
|
Fidelity Investments
Boston,
Massachusetts
|
$2.17M
|
+$481K
|
+2,888
|
+30%
|
|
|
81
|
Rockefeller Capital Management
New York
|
$2.17M
|
-$294K
|
-1,763
|
-12%
|
|
|
82
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.15M
|
-$14K
|
-84
|
-0.7%
|
|
|
83
|
Renaissance Technologies
New York
|
$1.99M
|
+$150K
|
+900
|
+8%
|
|
|
84
|
Fermata Advisors
Sonoma,
California
|
$1.97M
|
+$963K
|
+5,780
|
+104%
|
|
|
85
|
Creative Planning
Overland Park,
Kansas
|
$1.94M
|
-$37K
|
-222
|
-2%
|
|
|
86
|
Western Wealth Management
Golden,
Colorado
|
$1.93M
|
+$1.86M
|
+11,139
|
New
|
|
|
87
|
Oppenheimer & Co
New York
|
$1.93M
|
+$1.21M
|
+7,234
|
+187%
|
|
|
88
|
EWG Elevate
Roseville,
California
|
$1.89M
|
+$1.81M
|
+10,877
|
New
|
|
|
89
|
Clarity Financial
Houston,
Texas
|
$1.88M
|
-$721K
|
-4,329
|
-29%
|
|
|
90
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.79M
|
-$61.3K
|
-368
|
-3%
|
|
|
91
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$1.71M
|
+$1.81M
|
+10,850
|
New
|
|
|
92
|
Regions Financial Corp
Birmingham,
Alabama
|
$1.7M
|
+$126K
|
+755
|
+8%
|
|
|
93
|
Merriman Wealth Management
Seattle,
Washington
|
$1.56M
|
+$1.5M
|
+9,000
|
New
|
|
|
94
|
Capital One Financial
Mclean,
Virginia
|
$1.56M
|
-$30.8K
|
-185
|
-2%
|
|
|
95
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$1.55M
|
+$214K
|
+1,287
|
+17%
|
|
|
96
|
Meridian Wealth Management
Lexington,
Kentucky
|
$1.54M
|
+$9.66K
|
+58
|
+0.7%
|
|
|
97
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.48M
|
+$114K
|
+685
|
+9%
|
|
|
98
|
Southport Capital Management
Chattanooga,
Tennessee
|
$1.47M
|
-$32K
|
-192
|
-2%
|
|
|
99
|
National Wealth Management Group
Cincinnati,
Ohio
|
$1.46M
|
+$1.4M
|
+8,425
|
New
|
|
|
100
|
Summit Trail Advisors
New York
|
$1.46M
|
+$70.8K
|
+425
|
+5%
|
|
