|
51
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.79M
|
+$74.9K
|
+2,926
|
+4%
|
|
|
52
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$1.77M
|
+$10.2K
|
+400
|
+0.6%
|
|
|
53
|
Granite Harbor Advisors
Houston,
Texas
|
$1.73M
|
+$231K
|
+9,036
|
+15%
|
|
|
54
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.7M
|
+$18.9K
|
+736
|
+1%
|
|
|
55
|
Belpointe Asset Management
Reno,
Nevada
|
$1.62M
|
-$141K
|
-5,506
|
-8%
|
|
|
56
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.56M
|
-$980K
|
-38,250
|
-39%
|
|
|
57
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.52M
|
–
|
–
|
–
|
|
|
58
|
Financial Engines Advisors
Santa Clara,
California
|
$1.52M
|
+$9.3K
|
+363
|
+0.6%
|
|
|
59
|
RIA Advisory Group
Des Moines,
Iowa
|
$1.51M
|
-$21.8K
|
-852
|
-1%
|
|
|
60
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.5M
|
+$1.5M
|
+58,597
|
New
|
|
|
61
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.49M
|
-$10.7M
|
-419,461
|
-88%
|
|
|
62
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$1.48M
|
-$45.2K
|
-1,765
|
-3%
|
|
|
63
|
Glenview Trust
Louisville,
Kentucky
|
$1.42M
|
-$60.4K
|
-2,359
|
-4%
|
|
|
64
|
James Investment Research
Alpha,
Ohio
|
$1.42M
|
-$100K
|
-3,920
|
-7%
|
|
|
65
|
Spinnaker Trust
Portland,
Maine
|
$1.33M
|
+$33.5K
|
+1,306
|
+3%
|
|
|
66
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
$1.3M
|
+$9.02K
|
+352
|
+0.7%
|
|
|
67
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$1.27M
|
+$92.7K
|
+3,619
|
+8%
|
|
|
68
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.22M
|
+$58.2K
|
+2,273
|
+5%
|
|
|
69
|
Blue Square Asset Management
New York
|
$1.18M
|
+$48.3K
|
+1,884
|
+4%
|
|
|
70
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$1.17M
|
-$1.29M
|
-50,420
|
-52%
|
|
|
71
|
Helen Stephens Group
Fort Worth,
Texas
|
$1.1M
|
+$205K
|
+8,001
|
+23%
|
|
|
72
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$1.09M
|
+$182K
|
+7,119
|
+20%
|
|
|
73
|
Lantz Financial
Naperville,
Illinois
|
$1.09M
|
-$25.6K
|
-1,001
|
-2%
|
|
|
74
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$1.08M
|
-$19.1K
|
-745
|
-2%
|
|
|
75
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$1.05M
|
–
|
–
|
–
|
|
