|
51
|
SSI Investment Management
Los Angeles,
California
|
$5.41M
|
+$1.05M
|
+19,344
|
+26%
|
|
|
52
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$5.3M
|
–
|
–
|
–
|
|
|
53
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$5.3M
|
+$4.96M
|
+91,136
|
New
|
|
|
54
|
Transform Wealth
Greenwood Village,
Colorado
|
$5.29M
|
-$232K
|
-4,260
|
-4%
|
|
|
55
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$5.23M
|
-$16.3K
|
-300
|
-0.3%
|
|
|
56
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.09M
|
-$469K
|
-8,620
|
-9%
|
|
|
57
|
Capital Planning Advisors
Roseville,
California
|
$5.01M
|
+$106K
|
+1,944
|
+2%
|
|
|
58
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$5M
|
-$6.75K
|
-124
|
-0.1%
|
|
|
59
|
Fulcrum Equity Management
Plano,
Texas
|
$4.98M
|
-$159K
|
-2,928
|
-3%
|
|
|
60
|
Truist Financial
Charlotte,
North Carolina
|
$4.71M
|
+$4.4M
|
+80,916
|
New
|
|
|
61
|
Cetera Advisors
Denver,
Colorado
|
$4.53M
|
-$9.14K
|
-168
|
-0.2%
|
|
|
62
|
Navellier & Associates
Reno,
Nevada
|
$4.45M
|
-$131K
|
-2,416
|
-3%
|
|
|
63
|
Capital Wealth Planning
Naples,
Florida
|
$4.25M
|
+$134K
|
+2,460
|
+3%
|
|
|
64
|
AE Wealth Management
Topeka,
Kansas
|
$4.15M
|
+$1.61M
|
+29,568
|
+71%
|
|
|
65
|
Simmons Bank
Pine Bluff,
Arkansas
|
$4.11M
|
-$40K
|
-736
|
-1%
|
|
|
66
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$4.09M
|
+$1.01M
|
+18,612
|
+36%
|
|
|
67
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$4M
|
+$1.83M
|
+33,680
|
+96%
|
|
|
68
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$3.93M
|
+$326K
|
+6,000
|
+10%
|
|
|
69
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$3.87M
|
-$86.6K
|
-1,592
|
-2%
|
|
|
70
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.85M
|
+$9.57K
|
+176
|
+0.3%
|
|
|
71
|
HC Advisors
Sandy Springs,
Georgia
|
$3.84M
|
+$3.59M
|
+66,052
|
New
|
|
|
72
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.71M
|
+$1.55M
|
+28,484
|
+81%
|
|
|
73
|
ACG Wealth
Atlanta,
Georgia
|
$3.65M
|
-$10.7K
|
-196
|
-0.3%
|
|
|
74
|
Concentric Wealth Management
Lafayette,
California
|
$3.64M
|
+$3.41M
|
+62,612
|
New
|
|
|
75
|
Veritable
Wilmington,
Delaware
|
$3.64M
|
+$24.2K
|
+444
|
+0.7%
|
|
