|
51
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$829K
|
-$8.23K
|
-129
|
-1%
|
|
|
52
|
NewEdge Advisors
New Orleans,
Louisiana
|
$820K
|
-$39.5K
|
-619
|
-5%
|
|
|
53
|
Envestnet Asset Management
Chicago,
Illinois
|
$784K
|
-$139K
|
-2,183
|
-16%
|
|
|
54
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$738K
|
-$110K
|
-1,729
|
-14%
|
|
|
55
|
Truist Financial
Charlotte,
North Carolina
|
$701K
|
-$53.2K
|
-834
|
-8%
|
|
|
56
|
Private Advisor Group
Morristown,
New Jersey
|
$658K
|
-$5.1K
|
-80
|
-0.8%
|
|
|
57
|
Institute for Wealth Management
Denver,
Colorado
|
$652K
|
-$15.2K
|
-239
|
-2%
|
|
|
58
|
Brian Low Financial Group
Baton Rouge,
Louisiana
|
$611K
|
+$569K
|
+8,913
|
New
|
|
|
59
|
Northern Trust
Chicago,
Illinois
|
$579K
|
–
|
–
|
–
|
|
|
60
|
Stifel Financial
St. Louis,
Missouri
|
$529K
|
+$72.3K
|
+1,133
|
+17%
|
|
|
61
|
Saxon Interests
Houston,
Texas
|
$496K
|
–
|
–
|
–
|
|
|
62
|
Merit Financial Group
Alpharetta,
Georgia
|
$493K
|
-$37.9K
|
-594
|
-8%
|
|
|
63
|
Garrison Point Advisors
Walnut Creek,
California
|
$492K
|
–
|
–
|
–
|
|
|
64
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$486K
|
-$26.8K
|
-420
|
-6%
|
|
|
65
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$483K
|
–
|
–
|
–
|
|
|
66
|
CX Institutional
Auburn,
Indiana
|
$465K
|
+$429K
|
+6,718
|
+11,197%
|
|
|
67
|
Waverly Advisors
Birmingham,
Alabama
|
$455K
|
-$12.7K
|
-199
|
-3%
|
|
|
68
|
|
$448K
|
-$897K
|
-14,064
|
-68%
|
|
|
69
|
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
|
$436K
|
–
|
–
|
–
|
|
|
70
|
Equitable Holdings
New York
|
$420K
|
-$638
|
-10
|
-0.2%
|
|
|
71
|
Davis Investment Partners
Charlotte,
North Carolina
|
$418K
|
–
|
–
|
–
|
|
|
72
|
|
$388K
|
+$361K
|
+5,664
|
New
|
|
|
73
|
First Wilshire Securities Management
Pasadena,
California
|
$384K
|
–
|
–
|
–
|
|
|
74
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$381K
|
+$319
|
+5
|
+0.1%
|
|
|
75
|
Patten & Patten
Chattanooga,
Tennessee
|
$370K
|
-$8.61K
|
-135
|
-2%
|
|
