|
51
|
EPIQ Capital Group
San Francisco,
California
|
$1.68M
|
+$1.62M
|
+61,455
|
New
|
|
|
52
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.59M
|
+$922
|
+35
|
+0.1%
|
|
|
53
|
Steward Partners Investment Advisory
New York
|
$1.56M
|
+$144K
|
+5,475
|
+11%
|
|
|
54
|
M Holdings Securities
Portland,
Oregon
|
$1.51M
|
+$1.46M
|
+55,380
|
New
|
|
|
55
|
Perigon Wealth Management
San Francisco,
California
|
$1.5M
|
+$110K
|
+4,180
|
+8%
|
|
|
56
|
Evercore Wealth Management
New York
|
$1.4M
|
+$90K
|
+3,415
|
+7%
|
|
|
57
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$1.36M
|
-$185K
|
-7,015
|
-12%
|
|
|
58
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1.15M
|
-$448K
|
-16,990
|
-29%
|
|
|
59
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.14M
|
+$21.2K
|
+805
|
+2%
|
|
|
60
|
Principle Wealth Partners
Madison,
Connecticut
|
$1.07M
|
-$246K
|
-9,350
|
-19%
|
|
|
61
|
|
$1.02M
|
+$985K
|
+37,395
|
New
|
|
|
62
|
Madison Asset Management
Madison,
Wisconsin
|
$911K
|
+$878K
|
+33,315
|
New
|
|
|
63
|
Creative Planning
Overland Park,
Kansas
|
$909K
|
+$68K
|
+2,580
|
+8%
|
|
|
64
|
Private Advisor Group
Morristown,
New Jersey
|
$896K
|
+$922
|
+35
|
+0.1%
|
|
|
65
|
AlphaCore Capital
La Jolla,
California
|
$879K
|
+$847K
|
+32,135
|
New
|
|
|
66
|
United Capital Financial Advisors
Irving,
Texas
|
$863K
|
-$33.9K
|
-1,285
|
-4%
|
|
|
67
|
Bridgeworth
Birmingham,
Alabama
|
$860K
|
-$12.4K
|
-470
|
-1%
|
|
|
68
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$839K
|
-$44.5K
|
-1,690
|
-5%
|
|
|
69
|
Citadel Advisors
Miami,
Florida
|
$837K
|
-$5.13M
|
-194,670
|
-86%
|
|
|
70
|
Scotia Capital
Toronto,
Ontario, Canada
|
$818K
|
-$27K
|
-1,025
|
-3%
|
|
|
71
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$801K
|
-$40.8K
|
-1,550
|
-5%
|
|
|
72
|
Tiedemann Advisors
New York
|
$797K
|
–
|
–
|
–
|
|
|
73
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$786K
|
-$33.3K
|
-1,265
|
-4%
|
|
|
74
|
Pacific Center for Financial Services
San Ramon,
California
|
$748K
|
+$395
|
+15
|
+0.1%
|
|
|
75
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$687K
|
+$20.2K
|
+765
|
+3%
|
|
