|
51
|
Creative Planning
Overland Park,
Kansas
|
$3.12M
|
+$2.95M
|
+125,664
|
+1,272%
|
|
|
52
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.11M
|
+$1.36M
|
+58,167
|
+76%
|
|
|
53
|
First Foundation Advisors
Irvine,
California
|
$3.11M
|
-$1.66M
|
-70,664
|
-34%
|
|
|
54
|
Tortoise Investment Management
White Plains,
New York
|
$3.07M
|
+$59.5K
|
+2,534
|
+2%
|
|
|
55
|
Renaissance Technologies
New York
|
$2.67M
|
-$30.5K
|
-1,300
|
-1%
|
|
|
56
|
SteelPeak Wealth
Woodland Hills,
California
|
$2.66M
|
-$48.1K
|
-2,048
|
-2%
|
|
|
57
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$2.48M
|
-$172K
|
-7,320
|
-6%
|
|
|
58
|
KeyBank National Association
Cleveland,
Ohio
|
$2.42M
|
-$19.6K
|
-835
|
-0.8%
|
|
|
59
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$2.31M
|
+$71.6K
|
+3,051
|
+3%
|
|
|
60
|
Advisory Services Network
Atlanta,
Georgia
|
$2.27M
|
-$121K
|
-5,174
|
-5%
|
|
|
61
|
Principal Securities
Des Moines,
Iowa
|
$2.07M
|
–
|
–
|
–
|
|
|
62
|
Econ Financial Services
Harrisburg,
Pennsylvania
|
$2.01M
|
+$768K
|
+32,714
|
+60%
|
|
|
63
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.99M
|
-$145K
|
-6,196
|
-7%
|
|
|
64
|
Rochester Wealth Strategies
Rochester,
Michigan
|
$1.97M
|
+$2.01M
|
+85,466
|
New
|
|
|
65
|
TD Private Client Wealth
New York
|
$1.84M
|
+$19.8K
|
+844
|
+1%
|
|
|
66
|
Private Advisor Group
Morristown,
New Jersey
|
$1.83M
|
+$379K
|
+16,132
|
+26%
|
|
|
67
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.75M
|
+$206K
|
+8,782
|
+13%
|
|
|
68
|
Belpointe Asset Management
Reno,
Nevada
|
$1.73M
|
+$1.76M
|
+74,963
|
New
|
|
|
69
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$1.73M
|
+$1.76M
|
+74,963
|
New
|
|
|
70
|
Spire Wealth Management
Mclean,
Virginia
|
$1.68M
|
+$53.8K
|
+2,291
|
+3%
|
|
|
71
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$1.68M
|
+$322K
|
+13,742
|
+23%
|
|
|
72
|
SSA Swiss Advisors
Zurich,
|
$1.6M
|
+$1.63M
|
+69,581
|
New
|
|
|
73
|
UMB Bank
Kansas City,
Missouri
|
$1.57M
|
-$401K
|
-17,086
|
-20%
|
|
|
74
|
Waverly Advisors
Birmingham,
Alabama
|
$1.55M
|
+$25.7K
|
+1,096
|
+2%
|
|
|
75
|
Leeward Financial Partners
Bellevue,
Washington
|
$1.49M
|
+$66.1K
|
+2,819
|
+5%
|
|
