|
51
|
EP Wealth Advisors
Torrance,
California
|
$357K
|
–
|
–
|
–
|
|
|
52
|
Dowling & Yahnke
San Diego,
California
|
$330K
|
+$324K
|
+2,760
|
New
|
|
|
53
|
Cetera Advisor Networks
El Segundo,
California
|
$325K
|
+$319K
|
+2,720
|
New
|
|
|
54
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$308K
|
-$33.3K
|
-284
|
-10%
|
|
|
55
|
Truist Financial
Charlotte,
North Carolina
|
$301K
|
-$4.22K
|
-36
|
-1%
|
|
|
56
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$281K
|
-$35.2K
|
-300
|
-11%
|
|
|
57
|
Forte Capital
Rochester,
New York
|
$269K
|
–
|
–
|
–
|
|
|
58
|
Raymond James Trust
St. Petersburg,
Florida
|
$263K
|
–
|
–
|
–
|
|
|
59
|
Equitable Holdings
New York
|
$251K
|
+$30.5K
|
+260
|
+14%
|
|
|
60
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$250K
|
+$5.4K
|
+46
|
+2%
|
|
|
61
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$245K
|
–
|
–
|
–
|
|
|
62
|
Creative Planning
Overland Park,
Kansas
|
$234K
|
+$230K
|
+1,958
|
New
|
|
|
63
|
NTB Financial
Centennial,
Colorado
|
$230K
|
+$226K
|
+1,922
|
New
|
|
|
64
|
Partners in Financial Planning
Salem,
Virginia
|
$226K
|
+$469
|
+4
|
+0.2%
|
|
|
65
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$215K
|
+$211K
|
+1,800
|
New
|
|
|
66
|
Northeast Financial Consultants
Westport,
Connecticut
|
$208K
|
+$204K
|
+1,740
|
New
|
|
|
67
|
Cetera Advisors
Denver,
Colorado
|
$207K
|
-$166K
|
-1,412
|
-45%
|
|
|
68
|
Archer Investment Corporation
Carmel,
Indiana
|
$207K
|
–
|
–
|
–
|
|
|
69
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$190K
|
–
|
–
|
–
|
|
|
70
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$179K
|
–
|
–
|
–
|
|
|
71
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$172K
|
+$11K
|
+94
|
+7%
|
|
|
72
|
Freedman Financial Associates
Peabody,
Massachusetts
|
$155K
|
–
|
–
|
–
|
|
|
73
|
|
$143K
|
–
|
–
|
–
|
|
|
74
|
Centaurus Financial
Anaheim,
California
|
$117K
|
+$115K
|
+980
|
New
|
|
|
75
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$65K
|
+$15.5K
|
+132
|
+32%
|
|
