|
51
|
Creative Planning
Overland Park,
Kansas
|
$2.77M
|
+$145
|
+1
|
+0%
|
|
|
52
|
Tudor Financial
Dayton,
Ohio
|
$2.7M
|
+$27.8K
|
+192
|
+1%
|
|
|
53
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$2.68M
|
+$41.9K
|
+289
|
+2%
|
|
|
54
|
Zurich Insurance Group
Zurich,
Switzerland
|
$2.55M
|
+$2.51M
|
+17,360
|
New
|
|
|
55
|
Perigon Wealth Management
San Francisco,
California
|
$2.44M
|
-$22.3K
|
-154
|
-0.9%
|
|
|
56
|
Waverly Advisors
Birmingham,
Alabama
|
$2.42M
|
-$77K
|
-532
|
-3%
|
|
|
57
|
Westwind Capital
Las Cruces,
New Mexico
|
$2.33M
|
+$1.13M
|
+7,777
|
+95%
|
|
|
58
|
MMBG Investment Advisors
Miami,
Florida
|
$2.28M
|
–
|
–
|
–
|
|
|
59
|
Equitable Holdings
New York
|
$2.04M
|
+$331K
|
+2,283
|
+19%
|
|
|
60
|
IHT Wealth Management
Chicago,
Illinois
|
$2.03M
|
-$231K
|
-1,596
|
-10%
|
|
|
61
|
Davenport & Co
Richmond,
Virginia
|
$2.03M
|
+$17.8K
|
+123
|
+0.9%
|
|
|
62
|
KKM Financial
Chicago,
Illinois
|
$1.99M
|
-$554K
|
-3,823
|
-22%
|
|
|
63
|
Rollins Financial Advisors
New York City,
New York
|
$1.96M
|
+$417K
|
+2,879
|
+27%
|
|
|
64
|
Merkkuri Wealth Advisors
Hicksville,
New York
|
$1.89M
|
+$153K
|
+1,055
|
+9%
|
|
|
65
|
Bank of New York Mellon
New York
|
$1.89M
|
+$137K
|
+946
|
+8%
|
|
|
66
|
Harmony Asset Management
Scottsdale,
Arizona
|
$1.87M
|
+$383K
|
+2,645
|
+26%
|
|
|
67
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$1.87M
|
+$62.3K
|
+430
|
+3%
|
|
|
68
|
JBR Co Financial Management
Ardmore,
Oklahoma
|
$1.81M
|
-$53.6K
|
-370
|
-3%
|
|
|
69
|
Waterloo Capital
Austin,
Texas
|
$1.75M
|
+$4.92K
|
+34
|
+0.3%
|
|
|
70
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
$1.72M
|
-$22.4K
|
-155
|
-1%
|
|
|
71
|
Scotia Capital
Toronto,
Ontario, Canada
|
$1.69M
|
-$20.7K
|
-143
|
-1%
|
|
|
72
|
Snowden Capital Advisors
New York
|
$1.68M
|
-$39.8K
|
-275
|
-2%
|
|
|
73
|
Essex LLC
Deer Park,
Illinois
|
$1.64M
|
-$44.9K
|
-310
|
-3%
|
|
|
74
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.64M
|
-$782K
|
-5,402
|
-32%
|
|
|
75
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.64M
|
+$1.64M
|
+11,321
|
New
|
|
