|
51
|
Occidental Asset Management
Burlingame,
California
|
$6.49M
|
-$261K
|
-5,217
|
-4%
|
|
|
52
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$6.05M
|
-$137K
|
-2,729
|
-2%
|
|
|
53
|
Securian Asset Management
St Paul,
Minnesota
|
$5.22M
|
+$356K
|
+7,096
|
+7%
|
|
|
54
|
Atria Wealth Solutions
New York
|
$5M
|
-$20.8K
|
-415
|
-0.4%
|
|
|
55
|
DOHJ LLC
Seattle,
Washington
|
$4.95M
|
-$1.64M
|
-32,695
|
-24%
|
|
|
56
|
Ackerman Capital Advisors
Dallas,
Texas
|
$4.93M
|
+$1.63M
|
+32,472
|
+47%
|
|
|
57
|
Greenspring Advisors
Towson,
Maryland
|
$4.89M
|
-$59.5K
|
-1,187
|
-1%
|
|
|
58
|
Appleton Partners
Boston,
Massachusetts
|
$4.88M
|
+$121K
|
+2,408
|
+2%
|
|
|
59
|
Pure Financial Advisors
San Diego,
California
|
$4.87M
|
-$395K
|
-7,888
|
-7%
|
|
|
60
|
PDS Planning
Dublin,
Ohio
|
$4.64M
|
-$2.42M
|
-48,227
|
-33%
|
|
|
61
|
Freedom Investment Management
Hartford,
Connecticut
|
$4.61M
|
-$243K
|
-4,846
|
-5%
|
|
|
62
|
GeoWealth Management
Chicago,
Illinois
|
$4.09M
|
+$215K
|
+4,283
|
+5%
|
|
|
63
|
Tectonic Advisors
Frisco,
Texas
|
$4.05M
|
–
|
–
|
–
|
|
|
64
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.88M
|
+$12.5K
|
+249
|
+0.3%
|
|
|
65
|
Tenret Company
Tampa,
Florida
|
$3.86M
|
+$3.15M
|
+62,950
|
+370%
|
|
|
66
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$3.58M
|
-$40K
|
-798
|
-1%
|
|
|
67
|
Hardy Reed
Tupelo,
Mississippi
|
$3.47M
|
+$283K
|
+5,652
|
+9%
|
|
|
68
|
Helen Stephens Group
Fort Worth,
Texas
|
$3.44M
|
+$2.17M
|
+43,265
|
+155%
|
|
|
69
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$3.37M
|
-$232K
|
-4,636
|
-6%
|
|
|
70
|
Corepath Wealth Partners
Scottsdale,
Arizona
|
$3.13M
|
+$71.1K
|
+1,419
|
+2%
|
|
|
71
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$3.12M
|
-$235K
|
-4,693
|
-7%
|
|
|
72
|
AE Wealth Management
Topeka,
Kansas
|
$3.09M
|
-$456K
|
-9,100
|
-12%
|
|
|
73
|
Penobscot Wealth Management
Portland,
Maine
|
$3.07M
|
-$70.5K
|
-1,406
|
-2%
|
|
|
74
|
PAX Financial Group
San Antonio,
Texas
|
$2.94M
|
-$106K
|
-2,113
|
-3%
|
|
|
75
|
Continuum Advisory
Eagle,
Idaho
|
$2.86M
|
+$51.1K
|
+1,020
|
+2%
|
|
