|
76
|
Capital Planning
Bellevue,
Washington
|
$525K
|
–
|
–
|
–
|
|
|
77
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$516K
|
+$514K
|
+5,673
|
New
|
|
|
78
|
Truist Financial
Charlotte,
North Carolina
|
$503K
|
+$44.6K
|
+492
|
+10%
|
|
|
79
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$492K
|
-$193K
|
-2,130
|
-28%
|
|
|
80
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$461K
|
-$20.5K
|
-226
|
-4%
|
|
|
81
|
IHT Wealth Management
Chicago,
Illinois
|
$457K
|
+$57.2K
|
+632
|
+14%
|
|
|
82
|
Intrua Financial
Houston,
Texas
|
$449K
|
-$94.3K
|
-1,041
|
-17%
|
|
|
83
|
Prudential Financial
Newark,
New Jersey
|
$438K
|
+$1.54K
|
+17
|
+0.4%
|
|
|
84
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$426K
|
+$424K
|
+4,679
|
New
|
|
|
85
|
Meridian Financial
Holliston,
Massachusetts
|
$420K
|
+$418K
|
+4,615
|
New
|
|
|
86
|
Rockefeller Capital Management
New York
|
$409K
|
–
|
–
|
–
|
|
|
87
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$405K
|
+$403K
|
+4,451
|
New
|
|
|
88
|
Arete Wealth Advisors
Chicago,
Illinois
|
$403K
|
+$98.3K
|
+1,086
|
+32%
|
|
|
89
|
Equitable Holdings
New York
|
$392K
|
+$32.6K
|
+360
|
+9%
|
|
|
90
|
Lion Street Advisors
Austin,
Texas
|
$391K
|
–
|
–
|
–
|
|
|
91
|
D.A. Davidson & Co
Great Falls,
Montana
|
$373K
|
+$78K
|
+861
|
+27%
|
|
|
92
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$365K
|
-$40.1K
|
-443
|
-10%
|
|
|
93
|
William Blair & Company
Chicago,
Illinois
|
$359K
|
–
|
–
|
–
|
|
|
94
|
Belpointe Asset Management
Reno,
Nevada
|
$357K
|
+$356K
|
+3,936
|
New
|
|
|
95
|
Sequoia Financial Advisors
Akron,
Ohio
|
$354K
|
–
|
–
|
–
|
|
|
96
|
Park Avenue Securities
New York
|
$332K
|
–
|
–
|
–
|
|
|
97
|
Patten Group
Chattanooga,
Tennessee
|
$328K
|
+$32K
|
+353
|
+11%
|
|
|
98
|
Independent Wealth Network
Urbandale,
Iowa
|
$325K
|
+$5.8K
|
+64
|
+2%
|
|
|
99
|
Tower Research Capital (TRC)
New York
|
$312K
|
+$311K
|
+3,430
|
New
|
|
|
100
|
Kaizen Financial Strategies
Campbell,
California
|
$311K
|
+$1.27K
|
+14
|
+0.4%
|
|
