|
51
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$5.05M
|
+$4.82M
|
+68,938
|
New
|
|
|
52
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$4.94M
|
+$2.57M
|
+36,685
|
+119%
|
|
|
53
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$4.56M
|
-$78.7K
|
-1,125
|
-2%
|
|
|
54
|
Veridan Wealth
West Linn,
Oregon
|
$4.37M
|
-$333K
|
-4,759
|
-7%
|
|
|
55
|
Storen Legacy Partners
Zionsville,
Indiana
|
$4.25M
|
+$520K
|
+7,439
|
+15%
|
|
|
56
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.21M
|
-$84.2K
|
-1,203
|
-2%
|
|
|
57
|
Park Avenue Securities
New York
|
$4.14M
|
-$411K
|
-5,880
|
-9%
|
|
|
58
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.14M
|
+$246K
|
+3,519
|
+7%
|
|
|
59
|
Arax Advisory Partners
Denver,
Colorado
|
$3.89M
|
+$3.71M
|
+53,053
|
New
|
|
|
60
|
Private Advisor Group
Morristown,
New Jersey
|
$3.88M
|
-$5.5M
|
-78,574
|
-60%
|
|
|
61
|
Beacon Pointe Advisors
Newport Beach,
California
|
$3.87M
|
+$48.3K
|
+690
|
+1%
|
|
|
62
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.68M
|
-$1.45M
|
-20,761
|
-29%
|
|
|
63
|
Mariner
Overland Park,
Kansas
|
$3.61M
|
+$90.6K
|
+1,295
|
+3%
|
|
|
64
|
Keebeck Wealth Management
Chicago,
Illinois
|
$3.6M
|
-$270K
|
-3,855
|
-7%
|
|
|
65
|
HighTower Advisors
Chicago,
Illinois
|
$3.41M
|
-$95.6K
|
-1,367
|
-3%
|
|
|
66
|
Mullaney, Keating & Wright
Middletown,
Connecticut
|
$3.16M
|
+$26.3K
|
+376
|
+0.8%
|
|
|
67
|
Intrua Financial
Houston,
Texas
|
$3.14M
|
+$121K
|
+1,725
|
+4%
|
|
|
68
|
Unique Wealth
Clearwater,
Florida
|
$3.11M
|
-$1.49M
|
-21,233
|
-33%
|
|
|
69
|
Quotient Wealth Partners
Dallas,
Texas
|
$2.94M
|
+$7.35K
|
+105
|
+0.3%
|
|
|
70
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.81M
|
-$1.89K
|
-27
|
-0.1%
|
|
|
71
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$2.57M
|
+$413K
|
+5,900
|
+20%
|
|
|
72
|
Kastel Capital Advisors
Wellesley,
Massachusetts
|
$2.51M
|
-$1.08M
|
-15,412
|
-27%
|
|
|
73
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
$2.45M
|
-$153K
|
-2,188
|
-6%
|
|
|
74
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$2.39M
|
-$421K
|
-6,011
|
-16%
|
|
|
75
|
5T Wealth
Napa,
California
|
$2.34M
|
-$170K
|
-2,433
|
-7%
|
|
