|
51
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.69M
|
+$98.6K
|
+1,828
|
+4%
|
|
|
52
|
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
$2.67M
|
+$114K
|
+2,114
|
+5%
|
|
|
53
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.6M
|
-$316K
|
-5,854
|
-11%
|
|
|
54
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.52M
|
+$2.41M
|
+44,626
|
New
|
|
|
55
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.49M
|
-$1.62M
|
-29,940
|
-41%
|
|
|
56
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.36M
|
-$318K
|
-5,895
|
-12%
|
|
|
57
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$2.26M
|
+$7.34K
|
+136
|
+0.3%
|
|
|
58
|
5T Wealth
Napa,
California
|
$2.21M
|
+$228K
|
+4,235
|
+12%
|
|
|
59
|
Mullaney, Keating & Wright
Middletown,
Connecticut
|
$2.09M
|
+$27.8K
|
+516
|
+1%
|
|
|
60
|
Quotient Wealth Partners
Dallas,
Texas
|
$2.03M
|
-$29K
|
-538
|
-1%
|
|
|
61
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$1.94M
|
+$2.59K
|
+48
|
+0.1%
|
|
|
62
|
UBS Group
Zurich,
Switzerland
|
$1.92M
|
-$620K
|
-11,486
|
-25%
|
|
|
63
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.75M
|
+$79K
|
+1,464
|
+5%
|
|
|
64
|
Intrua Financial
Houston,
Texas
|
$1.7M
|
+$542K
|
+10,040
|
+50%
|
|
|
65
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.66M
|
+$1.59M
|
+29,399
|
New
|
|
|
66
|
One Wealth Advisors
San Francisco,
California
|
$1.66M
|
-$3.78K
|
-70
|
-0.2%
|
|
|
67
|
Kingswood Wealth Advisors
San Diego,
California
|
$1.54M
|
+$475K
|
+8,798
|
+48%
|
|
|
68
|
Vise Technologies
New York
|
$1.51M
|
+$1.44M
|
+26,734
|
New
|
|
|
69
|
Stonebridge Wealth Management
Oak Brook,
Illinois
|
$1.5M
|
-$14.2K
|
-264
|
-1%
|
|
|
70
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$1.29M
|
-$108
|
-2
|
-0%
|
|
|
71
|
Kickstand Ventures
Pittsford,
New York
|
$1.27M
|
-$64.9K
|
-1,203
|
-5%
|
|
|
72
|
Kestra Advisory Services
Austin,
Texas
|
$1.26M
|
-$19.6K
|
-364
|
-2%
|
|
|
73
|
Citadel Advisors
Miami,
Florida
|
$1.25M
|
+$922K
|
+17,091
|
+348%
|
|
|
74
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.22M
|
-$120K
|
-2,229
|
-9%
|
|
|
75
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$1.19M
|
–
|
–
|
–
|
|
