|
51
|
Creative Planning
Overland Park,
Kansas
|
$15.1M
|
-$3.34M
|
-137,818
|
-18%
|
|
|
52
|
Bouchey Financial Group
Troy,
New York
|
$15M
|
+$167K
|
+6,868
|
+1%
|
|
|
53
|
LVW Advisors
Pittsford,
New York
|
$15M
|
+$753K
|
+31,040
|
+5%
|
|
|
54
|
Avior Wealth Management
Omaha,
Nebraska
|
$14.9M
|
+$530K
|
+21,848
|
+4%
|
|
|
55
|
First National Trust
Hermitage,
Pennsylvania
|
$14.9M
|
+$1.1M
|
+45,338
|
+8%
|
|
|
56
|
Wells Fargo
San Francisco,
California
|
$14.5M
|
+$368K
|
+15,182
|
+3%
|
|
|
57
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$14M
|
+$377K
|
+15,554
|
+3%
|
|
|
58
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$13.6M
|
-$792K
|
-32,650
|
-5%
|
|
|
59
|
Vivaldi Capital Management
Chicago,
Illinois
|
$12.5M
|
-$669K
|
-27,586
|
-5%
|
|
|
60
|
Robinswood Financial
Kirkland,
Washington
|
$12.2M
|
+$12.3M
|
+507,624
|
New
|
|
|
61
|
World Investment Advisors
Santa Barbara,
California
|
$12M
|
-$715K
|
-29,502
|
-6%
|
|
|
62
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$12M
|
+$396K
|
+16,318
|
+3%
|
|
|
63
|
|
$11.7M
|
+$3.67M
|
+151,202
|
+45%
|
|
|
64
|
Mason & Associates (California)
Los Angeles,
California
|
$11.7M
|
-$719K
|
-29,636
|
-6%
|
|
|
65
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$11.4M
|
+$3.67M
|
+151,202
|
+47%
|
|
|
66
|
Alesco Advisors
Pittsford,
New York
|
$11.3M
|
-$36.1M
|
-1,489,260
|
-76%
|
|
|
67
|
Charles Schwab Trust
Henderson,
Nevada
|
$11.1M
|
+$470K
|
+19,384
|
+4%
|
|
|
68
|
Blume Capital Management
Berkeley,
California
|
$11.1M
|
+$283K
|
+11,690
|
+3%
|
|
|
69
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$10.4M
|
+$193K
|
+7,980
|
+2%
|
|
|
70
|
Atria Wealth Solutions
New York
|
$10.3M
|
+$9.16M
|
+377,880
|
+722%
|
|
|
71
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$10.2M
|
-$132K
|
-5,438
|
-1%
|
|
|
72
|
Truist Financial
Charlotte,
North Carolina
|
$9.93M
|
+$288K
|
+11,892
|
+3%
|
|
|
73
|
Abacus Planning Group
Columbia,
South Carolina
|
$9.83M
|
-$267K
|
-11,014
|
-3%
|
|
|
74
|
Soltis Investment Advisors
St. George,
Utah
|
$9.15M
|
+$153K
|
+6,296
|
+2%
|
|
|
75
|
Lowery Thomas LLC
Pebble Beach,
California
|
$9.01M
|
+$603K
|
+24,852
|
+7%
|
|
