|
51
|
Asset Dedication LLC
San Francisco,
California
|
$836K
|
–
|
–
|
–
|
|
|
52
|
HC Financial Advisors
Lafayette,
California
|
$831K
|
+$2.6K
|
+48
|
+0.3%
|
|
|
53
|
Vicus Capital
State College,
Pennsylvania
|
$774K
|
+$27.2K
|
+502
|
+4%
|
|
|
54
|
Institute for Wealth Management
Denver,
Colorado
|
$748K
|
+$109
|
+2
|
+0%
|
|
|
55
|
Stifel Financial
St. Louis,
Missouri
|
$677K
|
-$73.3K
|
-1,351
|
-10%
|
|
|
56
|
Creative Planning
Overland Park,
Kansas
|
$677K
|
+$31.8K
|
+586
|
+5%
|
|
|
57
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$641K
|
+$1.68K
|
+31
|
+0.3%
|
|
|
58
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$636K
|
-$122K
|
-2,241
|
-16%
|
|
|
59
|
Pinnacle Private Wealth
Andover,
Massachusetts
|
$631K
|
-$22K
|
-406
|
-3%
|
|
|
60
|
Pacific Sun Financial
Los Angeles,
California
|
$622K
|
–
|
–
|
–
|
|
|
61
|
Atria Wealth Solutions
New York
|
$599K
|
+$595K
|
+10,959
|
New
|
|
|
62
|
Resolute Financial
Newburyport,
Massachusetts
|
$557K
|
+$1.19K
|
+22
|
+0.2%
|
|
|
63
|
Kestra Advisory Services
Austin,
Texas
|
$553K
|
-$33.4K
|
-616
|
-6%
|
|
|
64
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$551K
|
-$10.6K
|
-196
|
-2%
|
|
|
65
|
S.A. Mason
Holland,
Michigan
|
$551K
|
–
|
–
|
–
|
|
|
66
|
|
$538K
|
+$1.25K
|
+23
|
+0.2%
|
|
|
67
|
Meeder Asset Management
Dublin,
Ohio
|
$520K
|
-$17K
|
-314
|
-3%
|
|
|
68
|
MML Investors Services
Springfield,
Massachusetts
|
$503K
|
-$18.7K
|
-344
|
-4%
|
|
|
69
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$476K
|
+$6.29K
|
+116
|
+1%
|
|
|
70
|
Centric Wealth Management
Chicago,
Illinois
|
$475K
|
+$1.03K
|
+19
|
+0.2%
|
|
|
71
|
Beacon Pointe Advisors
Newport Beach,
California
|
$466K
|
+$463K
|
+8,525
|
New
|
|
|
72
|
Sargent Investment Group
Bethesda,
Maryland
|
$465K
|
–
|
–
|
–
|
|
|
73
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$458K
|
–
|
–
|
–
|
|
|
74
|
Wealthspire Advisors (New York)
New York
|
$426K
|
+$21.2K
|
+391
|
+5%
|
|
|
75
|
Vigilant Capital Management
Portland,
Maine
|
$389K
|
–
|
–
|
–
|
|
