|
76
|
Capasso Planning Partners
Charleston,
South Carolina
|
$6.17M
|
-$4.52M
|
-59,643
|
-44%
|
|
|
77
|
Mercer Global Advisors
Denver,
Colorado
|
$6.15M
|
-$2.4M
|
-31,653
|
-29%
|
|
|
78
|
Midwest Trust
Overland Park,
Kansas
|
$6.06M
|
+$5.76M
|
+75,932
|
New
|
|
|
79
|
Charles Schwab
San Francisco,
California
|
$5.93M
|
-$220K
|
-2,899
|
-4%
|
|
|
80
|
WealthShield Partners
Cary,
North Carolina
|
$5.91M
|
+$535K
|
+7,055
|
+11%
|
|
|
81
|
Farther Finance Advisors
San Francisco,
California
|
$5.55M
|
+$3.88M
|
+51,131
|
+277%
|
|
|
82
|
Aire Advisors
Beverly Hills,
California
|
$5.52M
|
-$355K
|
-4,676
|
-6%
|
|
|
83
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$5.48M
|
+$199K
|
+2,623
|
+4%
|
|
|
84
|
Ritholtz Wealth Management
New York
|
$5.39M
|
+$737K
|
+9,713
|
+17%
|
|
|
85
|
Northwest Wealth Management
Spencer,
Iowa
|
$5.34M
|
-$87.7K
|
-1,156
|
-2%
|
|
|
86
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$5.09M
|
+$280K
|
+3,688
|
+6%
|
|
|
87
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$5M
|
+$310K
|
+4,093
|
+7%
|
|
|
88
|
Waller Financial Planning Group
Columbus,
Ohio
|
$4.79M
|
+$983K
|
+12,954
|
+28%
|
|
|
89
|
Stevens Capital Partners
Omaha,
Nebraska
|
$4.75M
|
+$816K
|
+10,758
|
+23%
|
|
|
90
|
Corient Private Wealth
Miami,
Florida
|
$4.74M
|
-$451K
|
-5,947
|
-9%
|
|
|
91
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$4.73M
|
–
|
–
|
–
|
|
|
92
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.7M
|
+$202K
|
+2,665
|
+5%
|
|
|
93
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$4.61M
|
-$7.91M
|
-104,256
|
-64%
|
|
|
94
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$4.55M
|
+$146K
|
+1,927
|
+4%
|
|
|
95
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$4.52M
|
+$1.75M
|
+23,054
|
+69%
|
|
|
96
|
Financial Advocates Investment Management
Olympia,
Washington
|
$4.5M
|
+$797K
|
+10,508
|
+23%
|
|
|
97
|
Salomon & Ludwin
Richmond,
Virginia
|
$4.49M
|
-$139K
|
-1,826
|
-3%
|
|
|
98
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$4.47M
|
-$98.9K
|
-1,304
|
-2%
|
|
|
99
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$4.45M
|
+$257K
|
+3,393
|
+6%
|
|
|
100
|
Truist Financial
Charlotte,
North Carolina
|
$4.38M
|
-$227K
|
-2,986
|
-5%
|
|
