|
51
|
Legacy Private Trust
Neenah,
Wisconsin
|
$4.91M
|
+$353K
|
+6,919
|
+8%
|
|
|
52
|
Atria Investments
Charlotte,
North Carolina
|
$4.89M
|
-$246K
|
-4,831
|
-5%
|
|
|
53
|
Journey Strategic Wealth
Summit,
New Jersey
|
$4.88M
|
+$918K
|
+17,997
|
+23%
|
|
|
54
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$4.77M
|
+$2.28M
|
+44,716
|
+92%
|
|
|
55
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$4.77M
|
-$150K
|
-2,931
|
-3%
|
|
|
56
|
Lake Street Private Wealth
Chicago,
Illinois
|
$4.68M
|
-$235K
|
-4,600
|
-5%
|
|
|
57
|
Relative Value Partners Group
|
$4.68M
|
+$4.68M
|
+91,700
|
New
|
|
|
58
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.68M
|
+$1.79M
|
+35,127
|
+62%
|
|
|
59
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$4.25M
|
-$327K
|
-6,406
|
-7%
|
|
|
60
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$4.08M
|
+$14.9K
|
+292
|
+0.4%
|
|
|
61
|
Comerica Bank
Dallas,
Texas
|
$3.99M
|
+$1.28M
|
+25,072
|
+47%
|
|
|
62
|
Advance Capital Management
Southfield,
Michigan
|
$3.73M
|
-$270K
|
-5,285
|
-7%
|
|
|
63
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$3.59M
|
+$3.61M
|
+70,795
|
New
|
|
|
64
|
Landmark Wealth Management (New York)
Melville,
New York
|
$3.31M
|
+$199K
|
+3,908
|
+6%
|
|
|
65
|
Main Line Retirement Advisors
Whitefish,
Montana
|
$3.25M
|
+$53.7K
|
+1,052
|
+2%
|
|
|
66
|
Westside Investment Management
Santa Monica,
California
|
$3.22M
|
-$59.5K
|
-1,167
|
-2%
|
|
|
67
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$3.05M
|
–
|
–
|
–
|
|
|
68
|
Wiser Advisor Group
Phoenix,
Arizona
|
$2.97M
|
-$762K
|
-14,941
|
-20%
|
|
|
69
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$2.9M
|
+$188K
|
+3,687
|
+7%
|
|
|
70
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$2.88M
|
+$694K
|
+13,600
|
+32%
|
|
|
71
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$2.87M
|
-$64.4K
|
-1,263
|
-2%
|
|
|
72
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.85M
|
-$444K
|
-8,711
|
-13%
|
|
|
73
|
Pine Valley Investments
Marlton,
New Jersey
|
$2.78M
|
-$108K
|
-2,123
|
-4%
|
|
|
74
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$2.76M
|
+$39.5K
|
+774
|
+1%
|
|
|
75
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.74M
|
-$41.7K
|
-818
|
-1%
|
|
