|
51
|
Montecito Bank & Trust
Santa Barbara,
California
|
$10.3M
|
+$64.6K
|
+974
|
+0.7%
|
|
|
52
|
MML Investors Services
Springfield,
Massachusetts
|
$10.2M
|
+$313K
|
+4,718
|
+3%
|
|
|
53
|
|
$9.64M
|
+$9.29M
|
+140,000
|
New
|
|
|
54
|
XML Financial
Bethesda,
Maryland
|
$9.64M
|
+$134K
|
+2,016
|
+1%
|
|
|
55
|
Oppenheimer & Co
New York
|
$9.52M
|
+$198K
|
+2,986
|
+2%
|
|
|
56
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$9.43M
|
-$11.3M
|
-170,419
|
-55%
|
|
|
57
|
Kestra Advisory Services
Austin,
Texas
|
$9.31M
|
+$8.88M
|
+133,819
|
New
|
|
|
58
|
SEI Investments
Oaks,
Pennsylvania
|
$9.25M
|
-$20M
|
-301,259
|
-69%
|
|
|
59
|
Goelzer Investment Management
Carmel,
Indiana
|
$9.08M
|
-$272K
|
-4,107
|
-3%
|
|
|
60
|
First Allied Advisory Services
San Diego,
California
|
$8.72M
|
-$4.61M
|
-69,541
|
-35%
|
|
|
61
|
Towerpoint Wealth
Sacramento,
California
|
$8.45M
|
-$448K
|
-6,757
|
-5%
|
|
|
62
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.27M
|
–
|
–
|
–
|
|
|
63
|
First National Corp
Rockland,
Massachusetts
|
$8.26M
|
+$22.1K
|
+333
|
+1%
|
|
|
64
|
Morningstar Investment Management
Chicago,
Illinois
|
$7.92M
|
-$5.9M
|
-88,914
|
-44%
|
|
|
65
|
|
$7.55M
|
+$7.27M
|
+109,612
|
New
|
|
|
66
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$7.38M
|
+$198K
|
+2,977
|
+3%
|
|
|
67
|
Equitable Holdings
New York
|
$7.31M
|
-$1.54M
|
-23,165
|
-18%
|
|
|
68
|
Steward Partners Investment Advisory
New York
|
$7.18M
|
+$748K
|
+11,275
|
+12%
|
|
|
69
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$7.03M
|
-$4.43M
|
-66,789
|
-40%
|
|
|
70
|
Windsor Capital Management
Phoenix,
Arizona
|
$6.85M
|
-$7.31M
|
-110,251
|
-53%
|
|
|
71
|
Creative Planning
Overland Park,
Kansas
|
$6.83M
|
-$6.69M
|
-100,775
|
-50%
|
|
|
72
|
Trilogy Capital
Irvine,
California
|
$6.68M
|
-$650K
|
-9,804
|
-9%
|
|
|
73
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$6.52M
|
+$6.28M
|
+94,710
|
New
|
|
|
74
|
AE Wealth Management
Topeka,
Kansas
|
$6.36M
|
-$31.3M
|
-471,663
|
-84%
|
|
|
75
|
NFP Retirement Inc
Aliso Viejo,
California
|
$6.35M
|
-$9.16K
|
-138
|
-0.1%
|
|
