|
51
|
Channel Wealth
Santa Barbara,
California
|
$3.94M
|
-$1.92M
|
-62,311
|
-33%
|
|
|
52
|
Smart Money Group
Eastland,
Texas
|
$3.26M
|
-$161K
|
-5,228
|
-5%
|
|
|
53
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$3.23M
|
+$250K
|
+8,079
|
+9%
|
|
|
54
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$3.2M
|
+$238K
|
+7,693
|
+8%
|
|
|
55
|
Rockefeller Capital Management
New York
|
$3.1M
|
-$158K
|
-5,109
|
-5%
|
|
|
56
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$3.05M
|
+$298K
|
+9,638
|
+11%
|
|
|
57
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$2.8M
|
+$126K
|
+4,086
|
+5%
|
|
|
58
|
Davenport & Co
Richmond,
Virginia
|
$2.72M
|
-$172K
|
-5,560
|
-6%
|
|
|
59
|
American Financial & Tax Strategies
New York
|
$2.68M
|
+$258K
|
+8,360
|
+11%
|
|
|
60
|
One Plus One Wealth Management
Jupiter,
Florida
|
$2.66M
|
+$21.9K
|
+708
|
+0.8%
|
|
|
61
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.58M
|
+$53.2K
|
+1,723
|
+2%
|
|
|
62
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.38M
|
-$108K
|
-3,490
|
-4%
|
|
|
63
|
Trilogy Capital
Irvine,
California
|
$2.37M
|
+$39.7K
|
+1,286
|
+2%
|
|
|
64
|
Equitable Holdings
New York
|
$2.33M
|
+$99.1K
|
+3,208
|
+5%
|
|
|
65
|
Summit Wealth Partners
Orlando,
Florida
|
$2.28M
|
+$164K
|
+5,296
|
+8%
|
|
|
66
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.25M
|
+$21.3K
|
+691
|
+1%
|
|
|
67
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.15M
|
+$1.24M
|
+40,156
|
+147%
|
|
|
68
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$2.13M
|
+$375K
|
+12,150
|
+22%
|
|
|
69
|
Insight Advisors
Newtown,
Pennsylvania
|
$2.09M
|
+$390K
|
+12,615
|
+24%
|
|
|
70
|
Capasso Planning Partners
Charleston,
South Carolina
|
$2.08M
|
-$414K
|
-13,410
|
-17%
|
|
|
71
|
Bridge Advisory
Pasadena,
California
|
$2.04M
|
+$34.4K
|
+1,113
|
+2%
|
|
|
72
|
Smart Portfolios LLC
Seattle,
Washington
|
$2.03M
|
-$261K
|
-8,434
|
-12%
|
|
|
73
|
BigSur Wealth Management
Miami,
Florida
|
$1.93M
|
+$229K
|
+7,400
|
+14%
|
|
|
74
|
Verus Capital Partners
Scottsdale,
Arizona
|
$1.85M
|
+$180K
|
+5,839
|
+11%
|
|
|
75
|
Atria Wealth Solutions
New York
|
$1.81M
|
-$963K
|
-31,174
|
-35%
|
|
