|
51
|
Client 1st Advisory Group
Dunedin,
Florida
|
$2.76M
|
-$1.49M
|
-59,249
|
-35%
|
|
|
52
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.51M
|
-$118K
|
-4,682
|
-4%
|
|
|
53
|
Stifel Financial
St. Louis,
Missouri
|
$2.45M
|
-$1.83M
|
-72,452
|
-42%
|
|
|
54
|
Coastline Trust
Providence,
Rhode Island
|
$2.43M
|
+$1.5M
|
+59,387
|
+155%
|
|
|
55
|
GeoWealth Management
Chicago,
Illinois
|
$2.38M
|
+$2.42M
|
+96,144
|
New
|
|
|
56
|
|
$2.34M
|
+$2.38M
|
+94,207
|
New
|
|
|
57
|
Insight Wealth Partners
Plano,
Texas
|
$2.33M
|
-$4.13K
|
-164
|
-0.2%
|
|
|
58
|
Glassy Mountain Advisors
Bethesda,
Maryland
|
$2.1M
|
-$71.6K
|
-2,838
|
-3%
|
|
|
59
|
Bank of New York Mellon
New York
|
$2.09M
|
-$5.63M
|
-223,235
|
-73%
|
|
|
60
|
SteelPeak Wealth
Woodland Hills,
California
|
$2.06M
|
-$1.76M
|
-69,643
|
-46%
|
|
|
61
|
Atria Wealth Solutions
New York
|
$2.02M
|
-$3.04M
|
-120,384
|
-60%
|
|
|
62
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.98M
|
-$8.75M
|
-347,062
|
-81%
|
|
|
63
|
Forte Asset Management
Bedford,
New York
|
$1.93M
|
–
|
–
|
–
|
|
|
64
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$1.9M
|
+$94.4K
|
+3,744
|
+5%
|
|
|
65
|
US Financial Advisors
Braintree,
Massachusetts
|
$1.84M
|
+$16.5K
|
+655
|
+0.9%
|
|
|
66
|
Parcion Private Wealth
Bellevue,
Washington
|
$1.83M
|
-$669K
|
-26,530
|
-26%
|
|
|
67
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$1.73M
|
+$579K
|
+22,977
|
+49%
|
|
|
68
|
Caliber Wealth Management (Utah)
Orem,
Utah
|
$1.58M
|
-$8.27K
|
-328
|
-0.5%
|
|
|
69
|
Saxon Interests
Houston,
Texas
|
$1.58M
|
+$1.61M
|
+63,836
|
New
|
|
|
70
|
Vicus Capital
State College,
Pennsylvania
|
$1.49M
|
+$32.4K
|
+1,284
|
+2%
|
|
|
71
|
Blue Trust Inc
Alpharetta,
Georgia
|
$1.44M
|
-$182K
|
-7,231
|
-11%
|
|
|
72
|
Csenge Advisory Group
Clearwater,
Florida
|
$1.38M
|
-$189K
|
-7,502
|
-12%
|
|
|
73
|
Atria Investments
Charlotte,
North Carolina
|
$1.26M
|
-$10.8M
|
-426,793
|
-89%
|
|
|
74
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$1.21M
|
+$32.4K
|
+1,286
|
+3%
|
|
|
75
|
Park Avenue Securities
New York
|
$1.2M
|
-$9.7M
|
-384,668
|
-89%
|
|
