|
51
|
Stockman Wealth Management
Billings,
Montana
|
$2.1M
|
+$377K
|
+16,574
|
+22%
|
|
|
52
|
Atria Wealth Solutions
New York
|
$1.99M
|
–
|
–
|
–
|
|
|
53
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.93M
|
+$911K
|
+40,047
|
+89%
|
|
|
54
|
MML Investors Services
Springfield,
Massachusetts
|
$1.92M
|
+$1.71M
|
+74,941
|
+794%
|
|
|
55
|
Leo Wealth LLC
Hurst,
Texas
|
$1.87M
|
+$175K
|
+7,704
|
+10%
|
|
|
56
|
Citadel Advisors
Miami,
Florida
|
$1.83M
|
+$1.83M
|
+80,466
|
New
|
|
|
57
|
Creative Planning
Overland Park,
Kansas
|
$1.8M
|
+$167K
|
+7,326
|
+10%
|
|
|
58
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.79M
|
+$4.85K
|
+213
|
+0.3%
|
|
|
59
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.78M
|
+$1.58M
|
+69,373
|
+788%
|
|
|
60
|
Leavell Investment Management
Mobile,
Alabama
|
$1.75M
|
+$384K
|
+16,878
|
+28%
|
|
|
61
|
Boston Family Office
Boston,
Massachusetts
|
$1.74M
|
+$73.5K
|
+3,230
|
+4%
|
|
|
62
|
Gradient Investments
Arden Hills,
Minnesota
|
$1.72M
|
-$5.58K
|
-245
|
-0.3%
|
|
|
63
|
Stifel Financial
St. Louis,
Missouri
|
$1.66M
|
+$98.6K
|
+4,331
|
+6%
|
|
|
64
|
Farther Finance Advisors
San Francisco,
California
|
$1.62M
|
+$1.63M
|
+71,538
|
New
|
|
|
65
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$1.51M
|
+$275K
|
+12,103
|
+22%
|
|
|
66
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.48M
|
+$309K
|
+13,569
|
+26%
|
|
|
67
|
Wealthspire Advisors (New York)
New York
|
$1.46M
|
+$205K
|
+9,012
|
+16%
|
|
|
68
|
Cannon Financial Strategists
Athens,
Georgia
|
$1.33M
|
+$70.1K
|
+3,082
|
+6%
|
|
|
69
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$1.29M
|
+$39.9K
|
+1,754
|
+3%
|
|
|
70
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.19M
|
+$506K
|
+22,242
|
+74%
|
|
|
71
|
Horizons Wealth Management
Asheville,
North Carolina
|
$1.17M
|
–
|
–
|
–
|
|
|
72
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
$1.15M
|
+$39.5K
|
+1,736
|
+4%
|
|
|
73
|
Portland Global Advisors
Portland,
Maine
|
$1.15M
|
+$1.16M
|
+50,834
|
New
|
|
|
74
|
Park Avenue Securities
New York
|
$1.13M
|
+$5.01K
|
+220
|
+0.4%
|
|
|
75
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.11M
|
–
|
–
|
–
|
|
