|
26
|
Creative Planning
Overland Park,
Kansas
|
$4.19M
|
-$129K
|
-1,110
|
-3%
|
|
|
27
|
Lido Advisors
Los Angeles,
California
|
$3.82M
|
+$277K
|
+2,381
|
+8%
|
|
|
28
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$3.77M
|
+$884K
|
+7,608
|
+32%
|
|
|
29
|
|
$3.64M
|
-$1.47M
|
-12,626
|
-30%
|
|
|
30
|
HighTower Advisors
Chicago,
Illinois
|
$3.5M
|
-$121K
|
-1,041
|
-3%
|
|
|
31
|
Centaurus Financial
Anaheim,
California
|
$3.49M
|
-$197K
|
-1,697
|
-6%
|
|
|
32
|
Rockefeller Capital Management
New York
|
$3.43M
|
+$67.2K
|
+578
|
+2%
|
|
|
33
|
Truist Financial
Charlotte,
North Carolina
|
$3.11M
|
+$1.5M
|
+12,883
|
+101%
|
|
|
34
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.81M
|
-$375K
|
-3,229
|
-12%
|
|
|
35
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$2.7M
|
+$124K
|
+1,063
|
+5%
|
|
|
36
|
SFI Advisors
Montclair,
New Jersey
|
$2.6M
|
+$12.4K
|
+107
|
+0.5%
|
|
|
37
|
American Financial Advisors
Marietta,
Georgia
|
$2.33M
|
-$59.8K
|
-515
|
-3%
|
|
|
38
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.29M
|
-$405K
|
-3,487
|
-16%
|
|
|
39
|
Pacific Sun Financial
Los Angeles,
California
|
$2.27M
|
+$2.26M
|
+19,411
|
New
|
|
|
40
|
Meitav Investment House
Bene-Beraq,
Israel
|
$2.11M
|
+$46.5K
|
+400
|
+2%
|
|
|
41
|
WBI Investments
Red Bank,
New Jersey
|
$2.05M
|
+$381K
|
+3,278
|
+24%
|
|
|
42
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2M
|
+$591K
|
+5,091
|
+45%
|
|
|
43
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.99M
|
-$240K
|
-2,065
|
-11%
|
|
|
44
|
Pinnacle Associates
New York
|
$1.96M
|
-$26.1K
|
-225
|
-1%
|
|
|
45
|
SeaCrest Wealth Management
Purchase,
New York
|
$1.86M
|
+$170K
|
+1,464
|
+11%
|
|
|
46
|
Kestra Advisory Services
Austin,
Texas
|
$1.74M
|
+$371K
|
+3,191
|
+29%
|
|
|
47
|
Cetera Advisors
Denver,
Colorado
|
$1.7M
|
+$1.05K
|
+9
|
+0.1%
|
|
|
48
|
Atria Wealth Solutions
New York
|
$1.68M
|
+$11.5K
|
+99
|
+0.7%
|
|
|
49
|
Perigon Wealth Management
San Francisco,
California
|
$1.68M
|
-$46.9K
|
-404
|
-3%
|
|
|
50
|
Cavalier Investments
Alpharetta,
Georgia
|
$1.68M
|
-$3.11M
|
-26,806
|
-66%
|
|
