|
51
|
Insight Wealth Partners
Plano,
Texas
|
$3.29M
|
+$424K
|
+15,680
|
+15%
|
|
|
52
|
Glassy Mountain Advisors
Bethesda,
Maryland
|
$3.2M
|
+$293K
|
+10,837
|
+10%
|
|
|
53
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.05M
|
-$118K
|
-4,380
|
-4%
|
|
|
54
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$3.05M
|
-$118K
|
-4,380
|
-4%
|
|
|
55
|
Mercer Global Advisors
Denver,
Colorado
|
$3.05M
|
+$82.1K
|
+3,037
|
+3%
|
|
|
56
|
Baker Avenue Asset Management
San Francisco,
California
|
$2.99M
|
-$2.86M
|
-105,912
|
-49%
|
|
|
57
|
|
$2.97M
|
-$46.6K
|
-1,725
|
-2%
|
|
|
58
|
|
$2.95M
|
+$62.9K
|
+2,327
|
+2%
|
|
|
59
|
Ignite Planners
San Clemente,
California
|
$2.91M
|
+$130K
|
+4,824
|
+5%
|
|
|
60
|
Optivise Advisory Services
Franklin,
Tennessee
|
$2.7M
|
-$1.38M
|
-50,885
|
-33%
|
|
|
61
|
Petix & Botte Financial
La Mesa,
California
|
$2.7M
|
+$2.73M
|
+101,109
|
New
|
|
|
62
|
Martin Worley Group
Cottonwood Heights,
Utah
|
$2.65M
|
+$2.68M
|
+99,183
|
New
|
|
|
63
|
US Bancorp
Minneapolis,
Minnesota
|
$2.63M
|
+$930K
|
+34,407
|
+54%
|
|
|
64
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.6M
|
-$4.51M
|
-166,747
|
-63%
|
|
|
65
|
Park Avenue Securities
New York
|
$2.57M
|
-$289K
|
-10,675
|
-10%
|
|
|
66
|
Impact Partnership Wealth
Marietta,
Georgia
|
$2.52M
|
+$175K
|
+6,468
|
+7%
|
|
|
67
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$2.51M
|
+$48.3K
|
+1,786
|
+2%
|
|
|
68
|
Allianz Asset Management
Munich,
Germany
|
$2.5M
|
+$2.53M
|
+93,500
|
New
|
|
|
69
|
Manning & Napier Advisors
Fairport,
New York
|
$2.45M
|
-$451K
|
-16,674
|
-15%
|
|
|
70
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$2.29M
|
+$38.7K
|
+1,430
|
+2%
|
|
|
71
|
US Financial Advisors
Braintree,
Massachusetts
|
$2.13M
|
+$4.05K
|
+150
|
+0.2%
|
|
|
72
|
Forte Asset Management
Bedford,
New York
|
$2.08M
|
–
|
–
|
–
|
|
|
73
|
Virtue Capital Management
Brentwood,
Tennessee
|
$2M
|
+$128K
|
+4,729
|
+7%
|
|
|
74
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$1.97M
|
+$568K
|
+21,003
|
+40%
|
|
|
75
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.96M
|
+$1.19M
|
+44,059
|
+150%
|
|
