|
101
|
IFP Advisors
Tampa,
Florida
|
$1.09M
|
+$256K
|
+3,921
|
+30%
|
|
|
102
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$1.06M
|
+$1.07M
|
+16,419
|
New
|
|
|
103
|
Fidelity Investments
Boston,
Massachusetts
|
$1.04M
|
+$161K
|
+2,466
|
+18%
|
|
|
104
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.01M
|
+$146K
|
+2,241
|
+17%
|
|
|
105
|
IHT Wealth Management
Chicago,
Illinois
|
$959K
|
-$11.1K
|
-171
|
-1%
|
|
|
106
|
Litman Gregory Wealth Management
Larkspur,
California
|
$926K
|
–
|
–
|
–
|
|
|
107
|
Garrison Point Advisors
Walnut Creek,
California
|
$920K
|
–
|
–
|
–
|
|
|
108
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$890K
|
+$16.2K
|
+249
|
+2%
|
|
|
109
|
Summit Financial Group
Moorefield,
West Virginia
|
$858K
|
–
|
–
|
–
|
|
|
110
|
Sunbelt Securities
Houston,
Texas
|
$851K
|
+$293K
|
+4,491
|
+54%
|
|
|
111
|
Mercer Global Advisors
Denver,
Colorado
|
$842K
|
+$7.43K
|
+114
|
+0.9%
|
|
|
112
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$842K
|
+$853K
|
+13,077
|
New
|
|
|
113
|
Creative Planning
Overland Park,
Kansas
|
$817K
|
+$7.43K
|
+114
|
+0.9%
|
|
|
114
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$794K
|
+$24.6K
|
+378
|
+3%
|
|
|
115
|
WealthSource Partners
San Luis Obispo,
California
|
$778K
|
-$7.24K
|
-111
|
-0.9%
|
|
|
116
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$755K
|
–
|
–
|
–
|
|
|
117
|
Genesee Capital Advisors
Auburn,
New York
|
$742K
|
+$12.3K
|
+189
|
+2%
|
|
|
118
|
Apeiron RIA
Dallas,
Texas
|
$674K
|
+$683K
|
+10,470
|
New
|
|
|
119
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$667K
|
+$29.7K
|
+456
|
+4%
|
|
|
120
|
Winning Points Advisors
Boca Raton,
Florida
|
$645K
|
+$939K
|
+14,400
|
New
|
|
|
121
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$642K
|
+$6.06K
|
+93
|
+0.9%
|
|
|
122
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$623K
|
+$59.8K
|
+918
|
+10%
|
|
|
123
|
Karp Capital Management
Sausalito,
California
|
$615K
|
+$90.6K
|
+1,389
|
+17%
|
|
|
124
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$600K
|
+$587
|
+9
|
+0.1%
|
|
|
125
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$588K
|
+$6.65K
|
+102
|
+1%
|
|
