|
26
|
Creative Planning
Overland Park,
Kansas
|
$354K
|
-$10.3K
|
-120
|
-3%
|
|
|
27
|
Summit Trail Advisors
New York
|
$346K
|
–
|
–
|
–
|
|
|
28
|
Truist Financial
Charlotte,
North Carolina
|
$344K
|
–
|
–
|
–
|
|
|
29
|
Lido Advisors
Los Angeles,
California
|
$338K
|
–
|
–
|
–
|
|
|
30
|
Lazari Capital Management
Woodland Hills,
California
|
$335K
|
–
|
–
|
–
|
|
|
31
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$290K
|
+$86
|
+1
|
+0%
|
|
|
32
|
Private Advisor Group
Morristown,
New Jersey
|
$287K
|
–
|
–
|
–
|
|
|
33
|
Sollinda Capital Management
Miami,
Florida
|
$275K
|
–
|
–
|
–
|
|
|
34
|
James J. Burns & Company
Melville,
New York
|
$273K
|
–
|
–
|
–
|
|
|
35
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$263K
|
+$430
|
+5
|
+0.2%
|
|
|
36
|
LPL Financial
San Diego,
California
|
$259K
|
+$233K
|
+2,708
|
New
|
|
|
37
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$258K
|
+$601
|
+7
|
+0.3%
|
|
|
38
|
Kestra Advisory Services
Austin,
Texas
|
$252K
|
+$516
|
+6
|
+0.2%
|
|
|
39
|
|
$243K
|
–
|
–
|
–
|
|
|
40
|
Glenmede Investment Management
Philadelphia,
Pennsylvania
|
$235K
|
+$212K
|
+2,463
|
New
|
|
|
41
|
Lowery Thomas LLC
Pebble Beach,
California
|
$234K
|
+$601
|
+7
|
+0.3%
|
|
|
42
|
Summit Financial
Parsippany,
New Jersey
|
$223K
|
+$430
|
+5
|
+0.2%
|
|
|
43
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$215K
|
+$430
|
+5
|
+0.2%
|
|
|
44
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$201K
|
–
|
–
|
–
|
|
|
45
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$201K
|
+$180K
|
+2,100
|
New
|
|
|
46
|
Arax Advisory Partners
Denver,
Colorado
|
$200K
|
–
|
–
|
–
|
|
|
47
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$166K
|
–
|
–
|
–
|
|
|
48
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$143K
|
–
|
–
|
–
|
|
|
49
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$132K
|
+$41.2K
|
+480
|
+53%
|
|
|
50
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$115K
|
–
|
–
|
–
|
|
