|
101
|
Mutual Advisors
Omaha,
Nebraska
|
$681K
|
–
|
–
|
–
|
|
|
102
|
Fidelity Investments
Boston,
Massachusetts
|
$621K
|
+$52K
|
+278
|
+8%
|
|
|
103
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$598K
|
-$5.43K
|
-29
|
-0.8%
|
|
|
104
|
Wealthspire Advisors (New York)
New York
|
$598K
|
–
|
–
|
–
|
|
|
105
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$591K
|
-$76.5K
|
-409
|
-11%
|
|
|
106
|
|
$527K
|
+$29.6K
|
+158
|
+5%
|
|
|
107
|
TIAA FSB
Jacksonville,
Florida
|
$517K
|
+$563K
|
+3,011
|
New
|
|
|
108
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$511K
|
+$151K
|
+808
|
+37%
|
|
|
109
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$510K
|
+$7.49K
|
+40
|
+1%
|
|
|
110
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$491K
|
-$22.5K
|
-120
|
-4%
|
|
|
111
|
Beaumont Asset Management
Beaumont,
Texas
|
$487K
|
–
|
–
|
–
|
|
|
112
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$466K
|
-$44.9K
|
-240
|
-8%
|
|
|
113
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$466K
|
–
|
–
|
–
|
|
|
114
|
Kestra Private Wealth Services
Austin,
Texas
|
$465K
|
–
|
–
|
–
|
|
|
115
|
Madden Advisory Services
Jacksonville,
Florida
|
$433K
|
+$472K
|
+2,520
|
New
|
|
|
116
|
Renaissance Technologies
New York
|
$430K
|
+$168K
|
+900
|
+56%
|
|
|
117
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$427K
|
–
|
–
|
–
|
|
|
118
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$425K
|
+$463K
|
+2,475
|
New
|
|
|
119
|
Cetera Advisors
Denver,
Colorado
|
$400K
|
-$65.3K
|
-349
|
-13%
|
|
|
120
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$400K
|
–
|
–
|
–
|
|
|
121
|
Highland Financial Advisors
Wayne,
New Jersey
|
$400K
|
+$436K
|
+2,328
|
New
|
|
|
122
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$391K
|
-$8.05K
|
-43
|
-2%
|
|
|
123
|
Steward Partners Investment Advisory
New York
|
$373K
|
-$76.5K
|
-409
|
-16%
|
|
|
124
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$367K
|
–
|
–
|
–
|
|
|
125
|
Zhang Financial
Portage,
Michigan
|
$354K
|
–
|
–
|
–
|
|
