|
51
|
NWAM LLC
Mercer Island,
Washington
|
$2.06M
|
+$180K
|
+6,476
|
+9%
|
|
|
52
|
Sachetta
Lynnfield,
Massachusetts
|
$2M
|
+$104K
|
+3,752
|
+5%
|
|
|
53
|
Stifel Financial
St. Louis,
Missouri
|
$1.97M
|
+$272K
|
+9,752
|
+15%
|
|
|
54
|
Raffa Wealth Management
Washington,
District of Columbia
|
$1.9M
|
+$212K
|
+7,608
|
+12%
|
|
|
55
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$1.89M
|
+$135K
|
+4,837
|
+7%
|
|
|
56
|
Fifth Third Securities
Cincinnati,
Ohio
|
$1.75M
|
+$56.7K
|
+2,036
|
+3%
|
|
|
57
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$1.69M
|
+$14.7K
|
+527
|
+0.8%
|
|
|
58
|
Asset Management Group
Stamford,
Connecticut
|
$1.69M
|
+$9.33K
|
+335
|
+0.5%
|
|
|
59
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.64M
|
+$213K
|
+7,657
|
+14%
|
|
|
60
|
Tortoise Investment Management
White Plains,
New York
|
$1.57M
|
+$199K
|
+7,150
|
+14%
|
|
|
61
|
Farther Finance Advisors
San Francisco,
California
|
$1.56M
|
+$202K
|
+7,261
|
+14%
|
|
|
62
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$1.54M
|
+$28.8K
|
+1,033
|
+2%
|
|
|
63
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$1.5M
|
–
|
–
|
–
|
|
|
64
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.49M
|
+$915K
|
+32,876
|
+147%
|
|
|
65
|
Savvy Advisors Inc
New York
|
$1.48M
|
+$1.53M
|
+54,837
|
New
|
|
|
66
|
Soltis Investment Advisors
St. George,
Utah
|
$1.47M
|
+$11.9K
|
+426
|
+0.8%
|
|
|
67
|
Eagle Bay Advisors
New York
|
$1.47M
|
-$16.8K
|
-604
|
-1%
|
|
|
68
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$1.46M
|
+$216K
|
+7,765
|
+17%
|
|
|
69
|
HF Advisory Group
Annapolis,
Maryland
|
$1.45M
|
+$140K
|
+5,025
|
+10%
|
|
|
70
|
Ameriprise
Minneapolis,
Minnesota
|
$1.3M
|
-$558K
|
-20,058
|
-29%
|
|
|
71
|
Atria Investments
Charlotte,
North Carolina
|
$1.29M
|
-$18.5K
|
-665
|
-1%
|
|
|
72
|
Kestra Advisory Services
Austin,
Texas
|
$1.28M
|
+$74.9K
|
+2,692
|
+6%
|
|
|
73
|
21 West Wealth Management
Tustin,
California
|
$1.2M
|
+$34.4K
|
+1,237
|
+3%
|
|
|
74
|
Life Planning Partners
Jacksonville,
Florida
|
$1.1M
|
-$20.8K
|
-746
|
-2%
|
|
|
75
|
Smith, Moore & Co
Clayton,
Missouri
|
$1.08M
|
–
|
–
|
–
|
|
