|
51
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$1.76M
|
+$176K
|
+6,453
|
+11%
|
|
|
52
|
Stifel Financial
St. Louis,
Missouri
|
$1.71M
|
-$17.8K
|
-653
|
-1%
|
|
|
53
|
Fifth Third Securities
Cincinnati,
Ohio
|
$1.7M
|
+$1.14M
|
+41,825
|
+197%
|
|
|
54
|
Raffa Wealth Management
Washington,
District of Columbia
|
$1.69M
|
+$57.1K
|
+2,093
|
+3%
|
|
|
55
|
Asset Management Group
Stamford,
Connecticut
|
$1.68M
|
-$62.8K
|
-2,301
|
-4%
|
|
|
56
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$1.67M
|
+$15.4K
|
+563
|
+0.9%
|
|
|
57
|
Blue Barn Wealth
Orem,
Utah
|
$1.65M
|
-$1.88M
|
-68,953
|
-53%
|
|
|
58
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$1.51M
|
+$130K
|
+4,781
|
+9%
|
|
|
59
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$1.49M
|
–
|
–
|
–
|
|
|
60
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.49M
|
-$1.96M
|
-71,794
|
-56%
|
|
|
61
|
Eagle Bay Advisors
New York
|
$1.49M
|
+$95.5K
|
+3,501
|
+7%
|
|
|
62
|
Mariner
Overland Park,
Kansas
|
$1.48M
|
+$299K
|
+10,967
|
+25%
|
|
|
63
|
Soltis Investment Advisors
St. George,
Utah
|
$1.46M
|
+$4.75K
|
+174
|
+0.3%
|
|
|
64
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.43M
|
+$4.01K
|
+147
|
+0.3%
|
|
|
65
|
Tortoise Investment Management
White Plains,
New York
|
$1.38M
|
+$71.5K
|
+2,620
|
+5%
|
|
|
66
|
Farther Finance Advisors
San Francisco,
California
|
$1.36M
|
+$161K
|
+5,885
|
+13%
|
|
|
67
|
HF Advisory Group
Annapolis,
Maryland
|
$1.31M
|
+$58.8K
|
+2,154
|
+5%
|
|
|
68
|
Atria Investments
Charlotte,
North Carolina
|
$1.31M
|
+$147K
|
+5,371
|
+12%
|
|
|
69
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$1.22M
|
+$1.24M
|
+45,500
|
New
|
|
|
70
|
Kestra Advisory Services
Austin,
Texas
|
$1.21M
|
-$35.6K
|
-1,303
|
-3%
|
|
|
71
|
Mercer Global Advisors
Denver,
Colorado
|
$1.17M
|
-$145K
|
-5,315
|
-11%
|
|
|
72
|
21 West Wealth Management
Tustin,
California
|
$1.17M
|
+$33.8K
|
+1,239
|
+3%
|
|
|
73
|
Life Planning Partners
Jacksonville,
Florida
|
$1.12M
|
-$20.7K
|
-758
|
-2%
|
|
|
74
|
Bank of America
Charlotte,
North Carolina
|
$1.09M
|
+$215K
|
+7,882
|
+24%
|
|
|
75
|
Smith, Moore & Co
Clayton,
Missouri
|
$1.08M
|
–
|
–
|
–
|
|
