|
76
|
Creative Planning
Overland Park,
Kansas
|
$1.27M
|
-$125K
|
-1,508
|
-9%
|
|
|
77
|
Tocqueville Asset Management
New York
|
$1.24M
|
–
|
–
|
–
|
|
|
78
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.21M
|
-$24.9K
|
-301
|
-2%
|
|
|
79
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.19M
|
-$3.41M
|
-41,104
|
-75%
|
|
|
80
|
Global Retirement Partners
San Rafael,
California
|
$1.18M
|
+$143K
|
+1,723
|
+15%
|
|
|
81
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.14M
|
+$9.45K
|
+114
|
+0.9%
|
|
|
82
|
Bulltick Wealth Management
Miami,
Florida
|
$1.07M
|
-$534K
|
-6,443
|
-34%
|
|
|
83
|
Meridian Investment Counsel
Lafayette,
California
|
$1.06M
|
–
|
–
|
–
|
|
|
84
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$1.04M
|
+$995K
|
+12,009
|
New
|
|
|
85
|
MML Investors Services
Springfield,
Massachusetts
|
$1.01M
|
-$15.3K
|
-184
|
-2%
|
|
|
86
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1M
|
-$25.8K
|
-311
|
-3%
|
|
|
87
|
Private Advisor Group
Morristown,
New Jersey
|
$930K
|
-$90.4K
|
-1,091
|
-9%
|
|
|
88
|
Truist Financial
Charlotte,
North Carolina
|
$926K
|
+$307K
|
+3,704
|
+53%
|
|
|
89
|
Sequoia Financial Advisors
Akron,
Ohio
|
$908K
|
+$867K
|
+10,466
|
New
|
|
|
90
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$892K
|
+$829
|
+10
|
+0.1%
|
|
|
91
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$791K
|
+$19.8K
|
+239
|
+3%
|
|
|
92
|
Fidelity Investments
Boston,
Massachusetts
|
$768K
|
+$210K
|
+2,539
|
+40%
|
|
|
93
|
|
$749K
|
+$500K
|
+6,038
|
+233%
|
|
|
94
|
AE Wealth Management
Topeka,
Kansas
|
$746K
|
+$127K
|
+1,535
|
+22%
|
|
|
95
|
Anchor Investment Management
Columbia,
South Carolina
|
$717K
|
+$39K
|
+471
|
+6%
|
|
|
96
|
|
$716K
|
–
|
–
|
–
|
|
|
97
|
LM Advisors
San Diego,
California
|
$686K
|
+$656K
|
+7,913
|
New
|
|
|
98
|
Comerica Bank
Dallas,
Texas
|
$656K
|
-$63K
|
-760
|
-9%
|
|
|
99
|
SVB Wealth
Boston,
Massachusetts
|
$637K
|
-$45.8K
|
-553
|
-7%
|
|
|
100
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$631K
|
+$603K
|
+7,281
|
New
|
|
