|
76
|
Monterey Private Wealth
Monterey,
California
|
$1.15M
|
+$71.1K
|
+1,136
|
+7%
|
|
|
77
|
Bell Investment Advisors
Oakland,
California
|
$1.13M
|
+$96.1K
|
+1,535
|
+9%
|
|
|
78
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.11M
|
+$296K
|
+4,727
|
+36%
|
|
|
79
|
Operose Advisors
Milwaukee,
Wisconsin
|
$1.09M
|
+$1.1M
|
+17,609
|
New
|
|
|
80
|
Sentinel Trust
Houston,
Texas
|
$1.09M
|
+$696K
|
+11,119
|
+174%
|
|
|
81
|
Veritable
Wilmington,
Delaware
|
$1.06M
|
+$343K
|
+5,474
|
+47%
|
|
|
82
|
|
$1.06M
|
+$2.61M
|
+41,659
|
New
|
|
|
83
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$1.05M
|
+$1.06M
|
+16,905
|
New
|
|
|
84
|
MML Investors Services
Springfield,
Massachusetts
|
$1.02M
|
+$52.6K
|
+841
|
+5%
|
|
|
85
|
Autus Asset Management
Scottsdale,
Arizona
|
$1.01M
|
+$65.8K
|
+1,051
|
+7%
|
|
|
86
|
Wealthsimple
Toronto,
Ontario, Canada
|
$983K
|
+$992K
|
+15,845
|
New
|
|
|
87
|
United Capital Financial Advisors
Irving,
Texas
|
$976K
|
-$44.4K
|
-709
|
-4%
|
|
|
88
|
Hardy Reed
Tupelo,
Mississippi
|
$954K
|
+$176K
|
+2,817
|
+22%
|
|
|
89
|
Truist Financial
Charlotte,
North Carolina
|
$942K
|
+$12.5K
|
+200
|
+1%
|
|
|
90
|
Pathstone Family Office
Englewood,
New Jersey
|
$935K
|
+$10.1K
|
+162
|
+1%
|
|
|
91
|
Retirement Capital Strategies
San Jose,
California
|
$921K
|
-$9.83K
|
-157
|
-1%
|
|
|
92
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$884K
|
+$265K
|
+4,227
|
+42%
|
|
|
93
|
RFG Advisory
Birmingham,
Alabama
|
$883K
|
-$18.6K
|
-297
|
-2%
|
|
|
94
|
MBE Wealth Management
Tomah,
Wisconsin
|
$864K
|
+$14.1K
|
+225
|
+2%
|
|
|
95
|
Maryland Capital Management
Towson,
Maryland
|
$854K
|
–
|
–
|
–
|
|
|
96
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$828K
|
–
|
–
|
–
|
|
|
97
|
Merriman Wealth Management
Seattle,
Washington
|
$774K
|
-$3.19M
|
-50,923
|
-80%
|
|
|
98
|
Nottingham Advisors
Amherst,
New York
|
$772K
|
–
|
–
|
–
|
|
|
99
|
Wealthfront Advisers
Palo Alto,
California
|
$756K
|
+$164K
|
+2,613
|
+27%
|
|
|
100
|
Corrigan Financial
Middletown,
Rhode Island
|
$752K
|
+$268K
|
+4,286
|
+55%
|
|
