|
51
|
Allworth Financial
Folsom,
California
|
$1.47M
|
+$1.47M
|
+26,220
|
New
|
|
|
52
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.43M
|
+$1.43M
|
+25,462
|
New
|
|
|
53
|
WealthShield Partners
Cary,
North Carolina
|
$1.42M
|
+$1.42M
|
+25,245
|
New
|
|
|
54
|
Leisure Capital Management
Costa Mesa,
California
|
$1.39M
|
+$610K
|
+10,850
|
+78%
|
|
|
55
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$1.33M
|
-$59.2K
|
-1,053
|
-4%
|
|
|
56
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.22M
|
-$69.7K
|
-1,240
|
-5%
|
|
|
57
|
Clear Creek Financial Management
Silverdale,
Washington
|
$1.21M
|
+$11.6K
|
+207
|
+1%
|
|
|
58
|
Summit X LLC
Chesterfield,
Missouri
|
$1.2M
|
-$97.7K
|
-1,738
|
-8%
|
|
|
59
|
Kingfisher Capital
Charlotte,
North Carolina
|
$1.19M
|
+$94.8K
|
+1,686
|
+9%
|
|
|
60
|
Tidal Investments
Milwaukee,
Wisconsin
|
$1.16M
|
+$3.04K
|
+54
|
+0.3%
|
|
|
61
|
Bank of New York Mellon
New York
|
$1.13M
|
+$56
|
+1
|
+0%
|
|
|
62
|
IHT Wealth Management
Chicago,
Illinois
|
$1.12M
|
-$4.22K
|
-75
|
-0.4%
|
|
|
63
|
Cetera Advisor Networks
El Segundo,
California
|
$1.06M
|
+$266K
|
+4,739
|
+33%
|
|
|
64
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.06M
|
+$3.37K
|
+60
|
+0.3%
|
|
|
65
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.04M
|
+$70.9K
|
+1,261
|
+7%
|
|
|
66
|
Orser Capital Management
Southlake,
Texas
|
$1.03M
|
+$37.7K
|
+670
|
+4%
|
|
|
67
|
Truist Financial
Charlotte,
North Carolina
|
$1.02M
|
-$13.9K
|
-247
|
-1%
|
|
|
68
|
Landmark Wealth Management (New York)
Melville,
New York
|
$1M
|
+$1.01M
|
+18,007
|
New
|
|
|
69
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$886K
|
+$3.15K
|
+56
|
+0.4%
|
|
|
70
|
Creative Planning
Overland Park,
Kansas
|
$882K
|
-$286K
|
-5,080
|
-24%
|
|
|
71
|
Tortoise Investment Management
White Plains,
New York
|
$856K
|
+$505K
|
+8,980
|
+144%
|
|
|
72
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$851K
|
–
|
–
|
–
|
|
|
73
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$851K
|
+$112K
|
+1,987
|
+15%
|
|
|
74
|
Powers Advisory Group
Highland,
Illinois
|
$837K
|
+$837K
|
+14,884
|
New
|
|
|
75
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$776K
|
+$30K
|
+534
|
+4%
|
|
