|
51
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$1.99M
|
+$32.3K
|
+970
|
+2%
|
|
|
52
|
Creative Planning
Overland Park,
Kansas
|
$1.82M
|
+$220K
|
+6,615
|
+13%
|
|
|
53
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$1.73M
|
-$841K
|
-25,260
|
-31%
|
|
|
54
|
Waddell & Associates
Memphis,
Tennessee
|
$1.58M
|
-$19.2M
|
-575,645
|
-92%
|
|
|
55
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.56M
|
+$1.43M
|
+42,970
|
+532%
|
|
|
56
|
WealthBridge Capital Management
Westerville,
Ohio
|
$1.49M
|
+$114K
|
+3,410
|
+8%
|
|
|
57
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$1.19M
|
–
|
–
|
–
|
|
|
58
|
Evercore Wealth Management
New York
|
$1.15M
|
–
|
–
|
–
|
|
|
59
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.06M
|
-$342K
|
-10,265
|
-23%
|
|
|
60
|
Tradition Wealth Management
Edina,
Minnesota
|
$1.06M
|
+$293K
|
+8,815
|
+34%
|
|
|
61
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$1.05M
|
-$999
|
-30
|
-0.1%
|
|
|
62
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$1.04M
|
-$20.5K
|
-615
|
-2%
|
|
|
63
|
|
$880K
|
+$955K
|
+28,680
|
New
|
|
|
64
|
Sterling Financial Planning
Sparta,
New Jersey
|
$854K
|
-$45.8K
|
-1,375
|
-5%
|
|
|
65
|
Prairiewood Capital
Fargo,
North Dakota
|
$834K
|
+$905K
|
+27,190
|
New
|
|
|
66
|
Steward Partners Investment Advisory
New York
|
$786K
|
-$10.7K
|
-320
|
-1%
|
|
|
67
|
Institute for Wealth Management
Denver,
Colorado
|
$721K
|
-$4.16K
|
-125
|
-0.5%
|
|
|
68
|
Parallel Advisors
San Francisco,
California
|
$719K
|
–
|
–
|
–
|
|
|
69
|
Oxler Private Wealth
Rye Brook,
New York
|
$718K
|
+$2.16K
|
+65
|
+0.3%
|
|
|
70
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$717K
|
–
|
–
|
–
|
|
|
71
|
Solitude Financial Services
Charlottesville,
Virginia
|
$638K
|
-$4.67M
|
-140,335
|
-87%
|
|
|
72
|
Pacific Center for Financial Services
San Ramon,
California
|
$636K
|
+$832
|
+25
|
+0.1%
|
|
|
73
|
Brighton Jones LLC
Seattle,
Washington
|
$630K
|
+$999
|
+30
|
+0.1%
|
|
|
74
|
AlphaCore Capital
La Jolla,
California
|
$624K
|
+$26.8K
|
+805
|
+4%
|
|
|
75
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$606K
|
-$4.83K
|
-145
|
-0.7%
|
|
