|
26
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$491K
|
–
|
–
|
–
|
|
|
27
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$475K
|
+$478K
|
+11,823
|
New
|
|
|
28
|
My Legacy Advisors
Bend,
Oregon
|
$474K
|
-$76.4K
|
-1,891
|
-16%
|
|
|
29
|
TRUADVICE
Sarasota,
Florida
|
$457K
|
-$18.8K
|
-465
|
-4%
|
|
|
30
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$409K
|
+$410K
|
+10,160
|
New
|
|
|
31
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$401K
|
+$80.9K
|
+2,002
|
+25%
|
|
|
32
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$397K
|
+$332K
|
+8,208
|
+493%
|
|
|
33
|
Insight Advisors
Newtown,
Pennsylvania
|
$366K
|
-$82K
|
-2,031
|
-18%
|
|
|
34
|
Capital Management
Glen Allen,
Virginia
|
$362K
|
–
|
–
|
–
|
|
|
35
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$361K
|
+$60.4K
|
+1,494
|
+20%
|
|
|
36
|
Rockefeller Capital Management
New York
|
$288K
|
+$203K
|
+5,019
|
+233%
|
|
|
37
|
Cadence Bank
Tupelo,
Mississippi
|
$286K
|
–
|
–
|
–
|
|
|
38
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$261K
|
+$262K
|
+6,484
|
New
|
|
|
39
|
9258 Wealth Management
Blue Ash,
Ohio
|
$257K
|
–
|
–
|
–
|
|
|
40
|
IHT Wealth Management
Chicago,
Illinois
|
$248K
|
+$7.35K
|
+182
|
+3%
|
|
|
41
|
RMR Wealth Builders
Montclair,
New Jersey
|
$245K
|
+$4.65K
|
+115
|
+2%
|
|
|
42
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$243K
|
-$4.48K
|
-111
|
-2%
|
|
|
43
|
Redmond Asset Management
Henrico,
Virginia
|
$231K
|
+$2.02K
|
+50
|
+0.9%
|
|
|
44
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$230K
|
–
|
–
|
–
|
|
|
45
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$227K
|
-$20.8K
|
-514
|
-8%
|
|
|
46
|
AE Wealth Management
Topeka,
Kansas
|
$215K
|
-$15.1K
|
-373
|
-7%
|
|
|
47
|
Avant Capital
Lafayette,
Louisiana
|
$211K
|
+$212K
|
+5,246
|
New
|
|
|
48
|
Asset Dedication LLC
San Francisco,
California
|
$210K
|
+$2.71K
|
+67
|
+1%
|
|
|
49
|
Altrius Capital Management
New Bern,
North Carolina
|
$204K
|
-$47K
|
-1,164
|
-19%
|
|
|
50
|
Steward Partners Investment Advisory
New York
|
$197K
|
+$9.61K
|
+238
|
+5%
|
|
