|
51
|
Axxcess Wealth Management
Carlsbad,
California
|
$3.36M
|
-$211K
|
-5,160
|
-6%
|
|
|
52
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.33M
|
+$14K
|
+342
|
+0.4%
|
|
|
53
|
Mutual Advisors
Omaha,
Nebraska
|
$3.32M
|
+$71.3K
|
+1,740
|
+2%
|
|
|
54
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$3.26M
|
+$3.14M
|
+76,560
|
New
|
|
|
55
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$3.04M
|
-$626K
|
-15,281
|
-18%
|
|
|
56
|
Mariner
Overland Park,
Kansas
|
$3.02M
|
-$863K
|
-21,052
|
-23%
|
|
|
57
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$3.01M
|
-$22.4K
|
-546
|
-0.8%
|
|
|
58
|
Rockefeller Capital Management
New York
|
$2.95M
|
-$143K
|
-3,500
|
-5%
|
|
|
59
|
Gentry Private Wealth
Wichita,
Kansas
|
$2.74M
|
+$920K
|
+22,443
|
+53%
|
|
|
60
|
WESPAC Advisors
Orinda,
California
|
$2.7M
|
+$788K
|
+19,234
|
+43%
|
|
|
61
|
Essex Financial Services
Essex,
Connecticut
|
$2.7M
|
-$19.5K
|
-475
|
-0.7%
|
|
|
62
|
Paladin Advisory Group
Clive,
Iowa
|
$2.63M
|
-$46.9K
|
-1,145
|
-2%
|
|
|
63
|
Walser Wealth Management
Tampa,
Florida
|
$2.6M
|
+$2.51M
|
+61,144
|
New
|
|
|
64
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.6M
|
+$2.25M
|
+54,914
|
+904%
|
|
|
65
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$2.57M
|
+$276K
|
+6,728
|
+13%
|
|
|
66
|
Creative Planning
Overland Park,
Kansas
|
$2.37M
|
+$119K
|
+2,914
|
+6%
|
|
|
67
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.34M
|
+$201K
|
+4,897
|
+10%
|
|
|
68
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2.27M
|
-$446K
|
-10,881
|
-17%
|
|
|
69
|
MML Investors Services
Springfield,
Massachusetts
|
$2.27M
|
+$121K
|
+2,941
|
+6%
|
|
|
70
|
Optima Capital
Beaverton,
Oregon
|
$2.14M
|
-$78.7K
|
-1,920
|
-4%
|
|
|
71
|
Regal Investment Advisors
Kentwood,
Michigan
|
$2M
|
+$20.2K
|
+494
|
+1%
|
|
|
72
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$2M
|
+$1.92M
|
+46,947
|
New
|
|
|
73
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$1.91M
|
–
|
–
|
–
|
|
|
74
|
Silverlake Wealth Management
Williston,
Vermont
|
$1.84M
|
+$68.8K
|
+1,680
|
+4%
|
|
|
75
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$1.66M
|
-$182K
|
-4,430
|
-10%
|
|
