|
51
|
Destiny Wealth Partners
Tavares,
Florida
|
$2.74M
|
+$2.62M
|
+47,489
|
New
|
|
|
52
|
Weatherly Asset Management
Del Mar,
California
|
$2.66M
|
+$450K
|
+8,147
|
+21%
|
|
|
53
|
|
$2.65M
|
-$6.51K
|
-118
|
-0.3%
|
|
|
54
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$2.39M
|
+$244K
|
+4,430
|
+12%
|
|
|
55
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$2.34M
|
+$129K
|
+2,337
|
+6%
|
|
|
56
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$2.31M
|
+$7.62K
|
+138
|
+0.3%
|
|
|
57
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.07M
|
-$216K
|
-3,906
|
-10%
|
|
|
58
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.04M
|
+$1.95M
|
+35,288
|
New
|
|
|
59
|
Spinnaker Trust
Portland,
Maine
|
$2.02M
|
+$1.93M
|
+35,013
|
New
|
|
|
60
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.01M
|
+$1.92M
|
+34,792
|
New
|
|
|
61
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$1.97M
|
-$225K
|
-4,081
|
-11%
|
|
|
62
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$1.84M
|
+$504K
|
+9,141
|
+40%
|
|
|
63
|
SVB Wealth
Boston,
Massachusetts
|
$1.84M
|
-$536K
|
-9,711
|
-23%
|
|
|
64
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$1.79M
|
+$1.71M
|
+30,999
|
New
|
|
|
65
|
Atlas Brown
Louisville,
Kentucky
|
$1.78M
|
+$828
|
+15
|
+0%
|
|
|
66
|
Fidelity Investments
Boston,
Massachusetts
|
$1.75M
|
-$40.7K
|
-737
|
-2%
|
|
|
67
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.75M
|
–
|
–
|
–
|
|
|
68
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$1.71M
|
+$7.23K
|
+131
|
+0.4%
|
|
|
69
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$1.56M
|
+$21.7K
|
+394
|
+1%
|
|
|
70
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.46M
|
+$349K
|
+6,333
|
+33%
|
|
|
71
|
G&S Capital
Denver,
Colorado
|
$1.44M
|
+$24K
|
+435
|
+2%
|
|
|
72
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$1.43M
|
+$94K
|
+1,703
|
+7%
|
|
|
73
|
Geier Asset Management
Marriottsville,
Maryland
|
$1.42M
|
+$1.35M
|
+24,510
|
New
|
|
|
74
|
Snowden Capital Advisors
New York
|
$1.38M
|
+$39.7K
|
+720
|
+3%
|
|
|
75
|
Beaumont Asset Management
Beaumont,
Texas
|
$1.29M
|
+$22.6K
|
+410
|
+2%
|
|
