|
101
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$1.14M
|
+$1.03M
|
+12,999
|
New
|
|
|
102
|
Fidelity Investments
Boston,
Massachusetts
|
$1.12M
|
+$174K
|
+2,188
|
+21%
|
|
|
103
|
Retirement Capital Strategies
San Jose,
California
|
$1.12M
|
+$788K
|
+9,914
|
+347%
|
|
|
104
|
Segment Wealth Management
Houston,
Texas
|
$1.1M
|
-$132K
|
-1,655
|
-12%
|
|
|
105
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$1.09M
|
-$88K
|
-1,107
|
-9%
|
|
|
106
|
Tidemark
San Diego,
California
|
$1.06M
|
+$964K
|
+12,134
|
New
|
|
|
107
|
SignalPoint Asset Management
Springfield,
Missouri
|
$1.05M
|
-$72.7K
|
-914
|
-7%
|
|
|
108
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$1.04M
|
-$38K
|
-478
|
-4%
|
|
|
109
|
Creative Planning
Overland Park,
Kansas
|
$1.04M
|
+$45.8K
|
+576
|
+5%
|
|
|
110
|
Tower Research Capital (TRC)
New York
|
$1.04M
|
-$1.46M
|
-18,314
|
-61%
|
|
|
111
|
Renaissance Technologies
New York
|
$1.03M
|
+$636K
|
+8,000
|
+216%
|
|
|
112
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.01M
|
+$61.6K
|
+775
|
+7%
|
|
|
113
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.01M
|
-$669K
|
-8,419
|
-42%
|
|
|
114
|
1776 Wealth
Atlanta,
Georgia
|
$983K
|
-$41.1K
|
-517
|
-4%
|
|
|
115
|
CIC Wealth
Rockville,
Maryland
|
$980K
|
-$35.6K
|
-448
|
-4%
|
|
|
116
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$977K
|
-$253K
|
-3,188
|
-22%
|
|
|
117
|
Quantum Private Wealth
Tampa,
Florida
|
$959K
|
+$715
|
+9
|
+0.1%
|
|
|
118
|
Creekmur Asset Management
Morton,
Illinois
|
$954K
|
+$865K
|
+10,880
|
New
|
|
|
119
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$944K
|
-$6.76K
|
-85
|
-0.8%
|
|
|
120
|
Financial Advocates Investment Management
Olympia,
Washington
|
$928K
|
-$43.9K
|
-552
|
-5%
|
|
|
121
|
|
$920K
|
-$902K
|
-11,351
|
-52%
|
|
|
122
|
Fortune Financial Advisors
Overland Park,
Kansas
|
$916K
|
-$5.01K
|
-63
|
-0.6%
|
|
|
123
|
Acorn Creek Capital
Fort Collins,
Colorado
|
$892K
|
+$808K
|
+10,170
|
New
|
|
|
124
|
Private Advisory Group
Redmond,
Washington
|
$883K
|
+$800K
|
+10,067
|
New
|
|
|
125
|
Vontobel Holding
Zurich,
Switzerland
|
$877K
|
–
|
–
|
–
|
|
