|
51
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$3.91M
|
-$7.75M
|
-141,926
|
-66%
|
|
|
52
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$3.79M
|
-$299K
|
-5,480
|
-7%
|
|
|
53
|
MML Investors Services
Springfield,
Massachusetts
|
$3.7M
|
+$76.4K
|
+1,400
|
+2%
|
|
|
54
|
Tortoise Investment Management
White Plains,
New York
|
$3.64M
|
+$1.75M
|
+32,134
|
+90%
|
|
|
55
|
Beacon Pointe Advisors
Newport Beach,
California
|
$3.63M
|
-$3.03M
|
-55,476
|
-45%
|
|
|
56
|
Insight Wealth Strategies
San Ramon,
California
|
$3.56M
|
-$14.2K
|
-260
|
-0.4%
|
|
|
57
|
Willis Johnson & Associates
Houston,
Texas
|
$3.53M
|
+$96.3K
|
+1,765
|
+3%
|
|
|
58
|
Kestra Advisory Services
Austin,
Texas
|
$3.5M
|
+$1.88M
|
+34,516
|
+113%
|
|
|
59
|
Colony Group
Boston,
Massachusetts
|
$3.27M
|
+$3.31M
|
+60,635
|
New
|
|
|
60
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$3.23M
|
+$192K
|
+3,510
|
+6%
|
|
|
61
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$3M
|
+$3.04M
|
+55,741
|
New
|
|
|
62
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.9M
|
-$923K
|
-16,913
|
-24%
|
|
|
63
|
SoFi Wealth
San Francisco,
California
|
$2.83M
|
+$220K
|
+4,036
|
+8%
|
|
|
64
|
Morningstar Investment Services
Chicago,
Illinois
|
$2.79M
|
+$41.9K
|
+767
|
+1%
|
|
|
65
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$2.55M
|
+$23.4K
|
+428
|
+0.9%
|
|
|
66
|
Stokes Family Office
New Orleans,
Louisiana
|
$2.51M
|
+$2.54M
|
+46,601
|
New
|
|
|
67
|
Econ Financial Services
Harrisburg,
Pennsylvania
|
$2.48M
|
-$75K
|
-1,374
|
-3%
|
|
|
68
|
Veery Capital
Wilmington,
Delaware
|
$2.45M
|
+$317K
|
+5,806
|
+15%
|
|
|
69
|
Ascent Group
Virginia Beach,
Virginia
|
$2.33M
|
+$95.2K
|
+1,744
|
+4%
|
|
|
70
|
One Capital Management
Westlake Village,
California
|
$2.32M
|
+$810K
|
+14,839
|
+53%
|
|
|
71
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$2.19M
|
-$441K
|
-8,084
|
-17%
|
|
|
72
|
Brookstone Capital Management
Wheaton,
Illinois
|
$2.19M
|
+$676K
|
+12,380
|
+44%
|
|
|
73
|
IFP Advisors
Tampa,
Florida
|
$2.16M
|
–
|
–
|
–
|
|
|
74
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$2.15M
|
-$1.11M
|
-20,258
|
-34%
|
|
|
75
|
Rockefeller Capital Management
New York
|
$2.11M
|
-$281K
|
-5,147
|
-12%
|
|
