|
51
|
LRI Investments
Palm Beach Gardens,
Florida
|
$563K
|
–
|
–
|
–
|
|
|
52
|
Proactive Wealth Strategies
Marietta,
Georgia
|
$517K
|
+$912
|
+25
|
+0.2%
|
|
|
53
|
Creative Planning
Overland Park,
Kansas
|
$513K
|
+$8.1K
|
+222
|
+2%
|
|
|
54
|
Mystic Asset Management
Warwick,
Rhode Island
|
$507K
|
-$20.1K
|
-550
|
-4%
|
|
|
55
|
Envestnet Asset Management
Chicago,
Illinois
|
$500K
|
+$34.5K
|
+946
|
+7%
|
|
|
56
|
Steward Partners Investment Advisory
New York
|
$494K
|
–
|
–
|
–
|
|
|
57
|
RMR Wealth Builders
Montclair,
New Jersey
|
$491K
|
-$82.8K
|
-2,270
|
-15%
|
|
|
58
|
&Partners
Nashville,
Tennessee
|
$491K
|
-$3.46K
|
-95
|
-0.7%
|
|
|
59
|
Cresset Asset Management
Chicago,
Illinois
|
$473K
|
-$11.4K
|
-312
|
-2%
|
|
|
60
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$467K
|
+$20K
|
+548
|
+5%
|
|
|
61
|
Natixis Advisors
Boston,
Massachusetts
|
$446K
|
+$441K
|
+12,097
|
New
|
|
|
62
|
MML Investors Services
Springfield,
Massachusetts
|
$426K
|
-$63.1K
|
-1,731
|
-13%
|
|
|
63
|
Oppenheimer & Co
New York
|
$368K
|
+$24.5K
|
+672
|
+7%
|
|
|
64
|
Private Advisor Group
Morristown,
New Jersey
|
$366K
|
+$7.77K
|
+213
|
+2%
|
|
|
65
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$363K
|
-$20.3K
|
-556
|
-5%
|
|
|
66
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$353K
|
-$168K
|
-4,603
|
-32%
|
|
|
67
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$347K
|
+$3.68K
|
+101
|
+1%
|
|
|
68
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$341K
|
+$7.66K
|
+210
|
+2%
|
|
|
69
|
Rockefeller Capital Management
New York
|
$338K
|
+$66.5K
|
+1,824
|
+25%
|
|
|
70
|
Fortune Financial Group
Naples,
Florida
|
$331K
|
+$298K
|
+8,175
|
New
|
|
|
71
|
Truist Financial
Charlotte,
North Carolina
|
$324K
|
+$38.9K
|
+1,067
|
+14%
|
|
|
72
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$320K
|
+$26.9K
|
+737
|
+9%
|
|
|
73
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$317K
|
-$5.87K
|
-161
|
-2%
|
|
|
74
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$315K
|
+$312K
|
+8,560
|
New
|
|
|
75
|
Washington Trust
Westerly,
Rhode Island
|
$291K
|
–
|
–
|
–
|
|
