|
51
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.71M
|
+$45.9K
|
+1,716
|
+3%
|
|
|
52
|
First National Corp
Rockland,
Massachusetts
|
$1.67M
|
-$12.1K
|
-453
|
-0.7%
|
|
|
53
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$1.66M
|
–
|
–
|
–
|
|
|
54
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$1.65M
|
+$20.8K
|
+777
|
+1%
|
|
|
55
|
Soltis Investment Advisors
St. George,
Utah
|
$1.56M
|
+$294
|
+11
|
+0%
|
|
|
56
|
Ameriprise
Minneapolis,
Minnesota
|
$1.55M
|
+$209K
|
+7,802
|
+15%
|
|
|
57
|
|
$1.54M
|
+$383K
|
+14,334
|
+34%
|
|
|
58
|
Atria Wealth Solutions
New York
|
$1.52M
|
+$175K
|
+6,536
|
+13%
|
|
|
59
|
Raffa Wealth Management
Washington,
District of Columbia
|
$1.5M
|
+$120K
|
+4,479
|
+9%
|
|
|
60
|
Eagle Bay Advisors
New York
|
$1.48M
|
-$55.6K
|
-2,080
|
-4%
|
|
|
61
|
Kestra Advisory Services
Austin,
Texas
|
$1.43M
|
+$193K
|
+7,232
|
+16%
|
|
|
62
|
Tortoise Investment Management
White Plains,
New York
|
$1.39M
|
-$18.7K
|
-700
|
-1%
|
|
|
63
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.36M
|
+$1.35M
|
+50,346
|
New
|
|
|
64
|
Diversify Advisory Services
Sandy,
Utah
|
$1.35M
|
+$283K
|
+10,574
|
+27%
|
|
|
65
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$1.35M
|
+$399K
|
+14,918
|
+43%
|
|
|
66
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$1.3M
|
-$64.8K
|
-2,424
|
-5%
|
|
|
67
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$1.23M
|
+$1.21M
|
+45,363
|
New
|
|
|
68
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$1.22M
|
-$55.6K
|
-2,081
|
-4%
|
|
|
69
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$1.2M
|
+$83.3K
|
+3,116
|
+8%
|
|
|
70
|
HF Advisory Group
Annapolis,
Maryland
|
$1.17M
|
-$43.6K
|
-1,633
|
-4%
|
|
|
71
|
Mariner
Overland Park,
Kansas
|
$1.17M
|
-$25K
|
-934
|
-2%
|
|
|
72
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.15M
|
-$4M
|
-149,766
|
-78%
|
|
|
73
|
Life Planning Partners
Jacksonville,
Florida
|
$1.14M
|
-$16K
|
-598
|
-1%
|
|
|
74
|
Bank of America
Charlotte,
North Carolina
|
$1.13M
|
+$365K
|
+13,664
|
+48%
|
|
|
75
|
Farther Finance Advisors
San Francisco,
California
|
$1.12M
|
+$31.5K
|
+1,177
|
+3%
|
|
