|
76
|
Oppenheimer & Co
New York
|
$262K
|
+$262K
|
+10,500
|
New
|
|
|
77
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$245K
|
–
|
–
|
–
|
|
|
78
|
Lido Advisors
Los Angeles,
California
|
$240K
|
+$241K
|
+9,632
|
New
|
|
|
79
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$236K
|
+$237K
|
+9,478
|
New
|
|
|
80
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$217K
|
-$4.84K
|
-194
|
-2%
|
|
|
81
|
William Blair & Company
Chicago,
Illinois
|
$198K
|
–
|
–
|
–
|
|
|
82
|
Private Trust Company
Cleveland,
Ohio
|
$192K
|
-$25K
|
-1,000
|
-12%
|
|
|
83
|
Geneos Wealth Management
Englewood,
Colorado
|
$157K
|
+$63.1K
|
+2,527
|
+67%
|
|
|
84
|
Tortoise Investment Management
White Plains,
New York
|
$149K
|
–
|
–
|
–
|
|
|
85
|
Steward Partners Investment Advisory
New York
|
$146K
|
-$125K
|
-5,000
|
-46%
|
|
|
86
|
Matrix Private Capital Group
New York
|
$145K
|
–
|
–
|
–
|
|
|
87
|
Comerica Bank
Dallas,
Texas
|
$97K
|
+$97.1K
|
+3,889
|
New
|
|
|
88
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$70K
|
–
|
–
|
–
|
|
|
89
|
Retirement Group
San Diego,
California
|
$69.2K
|
+$549
|
+22
|
+0.8%
|
|
|
90
|
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
$59.9K
|
–
|
–
|
–
|
|
|
91
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$53.2K
|
+$53.2K
|
+2,131
|
New
|
|
|
92
|
SignatureFD
Atlanta,
Georgia
|
$35.3K
|
–
|
–
|
–
|
|
|
93
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$31.2K
|
–
|
–
|
–
|
|
|
94
|
Global Retirement Partners
San Rafael,
California
|
$25K
|
–
|
–
|
–
|
|
|
95
|
Parallel Advisors
San Francisco,
California
|
$15.6K
|
+$15.6K
|
+626
|
New
|
|
|
96
|
Penserra Capital Management
Orinda,
California
|
$7K
|
+$7.32K
|
+293
|
New
|
|
|
97
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$6.81K
|
+$6.82K
|
+273
|
New
|
|
|
98
|
WhitTier Trust Company
Reno,
Nevada
|
$6.56K
|
–
|
–
|
–
|
|
|
99
|
US Bancorp
Minneapolis,
Minnesota
|
$4.99K
|
–
|
–
|
–
|
|
|
100
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$3.89K
|
+$3.9K
|
+156
|
New
|
|
