|
51
|
Raymond James & Associates
St Petersburg,
Florida
|
$761K
|
+$16K
|
+353
|
+2%
|
|
|
52
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$754K
|
+$32.6K
|
+720
|
+4%
|
|
|
53
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$659K
|
+$164K
|
+3,615
|
+31%
|
|
|
54
|
Kestra Advisory Services
Austin,
Texas
|
$551K
|
-$21.7M
|
-479,144
|
-97%
|
|
|
55
|
Rockefeller Capital Management
New York
|
$539K
|
+$45
|
+1
|
+0%
|
|
|
56
|
|
$518K
|
+$34K
|
+750
|
+7%
|
|
|
57
|
Essential Planning
Portsmouth,
New Hampshire
|
$511K
|
-$405K
|
-8,938
|
-43%
|
|
|
58
|
Steward Partners Investment Advisory
New York
|
$492K
|
+$45
|
+1
|
+0%
|
|
|
59
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$475K
|
–
|
–
|
–
|
|
|
60
|
S.A. Mason
Holland,
Michigan
|
$464K
|
–
|
–
|
–
|
|
|
61
|
William Blair & Company
Chicago,
Illinois
|
$439K
|
+$257K
|
+5,670
|
+126%
|
|
|
62
|
RFG Advisory
Birmingham,
Alabama
|
$434K
|
-$6.11K
|
-135
|
-1%
|
|
|
63
|
&Partners
Nashville,
Tennessee
|
$415K
|
+$54.3K
|
+1,200
|
+14%
|
|
|
64
|
Claro Advisors
Boston,
Massachusetts
|
$406K
|
+$12.2K
|
+269
|
+3%
|
|
|
65
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$383K
|
+$4.57K
|
+101
|
+1%
|
|
|
66
|
PSI Advisors
Tampa,
Florida
|
$371K
|
+$60.4K
|
+1,334
|
+18%
|
|
|
67
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$354K
|
-$243K
|
-5,355
|
-40%
|
|
|
68
|
Atria Wealth Solutions
New York
|
$345K
|
+$3.67K
|
+81
|
+1%
|
|
|
69
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$335K
|
-$32.5K
|
-717
|
-8%
|
|
|
70
|
|
$335K
|
+$2.49K
|
+55
|
+0.7%
|
|
|
71
|
Cresset Asset Management
Chicago,
Illinois
|
$334K
|
+$350K
|
+7,728
|
New
|
|
|
72
|
Berger Financial Group
Plymouth,
Minnesota
|
$331K
|
-$107K
|
-2,357
|
-24%
|
|
|
73
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$315K
|
+$9.6K
|
+212
|
+3%
|
|
|
74
|
US Bancorp
Minneapolis,
Minnesota
|
$284K
|
–
|
–
|
–
|
|
|
75
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$283K
|
–
|
–
|
–
|
|
