|
51
|
EntreWealth
Austin,
Texas
|
$5.26M
|
+$185K
|
+2,365
|
+4%
|
|
|
52
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$5.26M
|
+$718K
|
+9,176
|
+16%
|
|
|
53
|
Satovsky Asset Management
New York
|
$5.17M
|
+$1.5M
|
+19,124
|
+40%
|
|
|
54
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$5.1M
|
+$1.86M
|
+23,817
|
+58%
|
|
|
55
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.99M
|
+$479K
|
+6,125
|
+11%
|
|
|
56
|
Prosperity Planning
Kansas City,
Missouri
|
$4.97M
|
+$304K
|
+3,884
|
+6%
|
|
|
57
|
Vestment Financial
Chanhassen,
Minnesota
|
$4.46M
|
+$148K
|
+1,896
|
+3%
|
|
|
58
|
Commerce Bank
Kansas City,
Missouri
|
$4.18M
|
+$375K
|
+4,796
|
+10%
|
|
|
59
|
Corient Private Wealth
Miami,
Florida
|
$4.16M
|
-$607K
|
-7,758
|
-13%
|
|
|
60
|
Frankly Finances
Winter Park,
Florida
|
$4.16M
|
+$125K
|
+1,600
|
+3%
|
|
|
61
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$4.05M
|
+$90.7K
|
+1,159
|
+2%
|
|
|
62
|
Truist Financial
Charlotte,
North Carolina
|
$3.98M
|
+$5.32M
|
+68,038
|
New
|
|
|
63
|
Plancorp LLC
Saint Louis,
Missouri
|
$3.85M
|
–
|
–
|
–
|
|
|
64
|
SNS Financial Group
Minneapolis,
Minnesota
|
$3.55M
|
+$3.58M
|
+45,791
|
New
|
|
|
65
|
Natixis Advisors
Boston,
Massachusetts
|
$3.19M
|
+$3.23M
|
+41,258
|
New
|
|
|
66
|
Tillman Hartley LLC
Denver,
Colorado
|
$2.98M
|
+$544K
|
+6,958
|
+22%
|
|
|
67
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$2.94M
|
+$223K
|
+2,844
|
+8%
|
|
|
68
|
Shufro Rose & Co
New York
|
$2.8M
|
+$50.1K
|
+641
|
+2%
|
|
|
69
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$2.76M
|
-$25K
|
-319
|
-0.9%
|
|
|
70
|
LAM Group
Lake Oswego,
Oregon
|
$2.58M
|
+$200K
|
+2,555
|
+8%
|
|
|
71
|
McMill Wealth Management
Norfolk,
Nebraska
|
$2.56M
|
-$53.2K
|
-680
|
-2%
|
|
|
72
|
Raymond James Financial
St Petersburg,
Florida
|
$2.3M
|
+$775K
|
+9,908
|
+50%
|
|
|
73
|
Creative Planning
Overland Park,
Kansas
|
$2.3M
|
-$4.69K
|
-60
|
-0.2%
|
|
|
74
|
Kestra Advisory Services
Austin,
Texas
|
$2.25M
|
-$370K
|
-4,730
|
-14%
|
|
|
75
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$2.19M
|
-$8.68K
|
-111
|
-0.4%
|
|
