|
51
|
Venturi Wealth Management
Austin,
Texas
|
$2.78M
|
+$2.78M
|
+64,814
|
New
|
|
|
52
|
Creative Planning
Overland Park,
Kansas
|
$2.65M
|
+$2.65M
|
+61,739
|
New
|
|
|
53
|
BFSG LLC
Irvine,
California
|
$2.4M
|
+$214
|
+5
|
+0%
|
|
|
54
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$2.18M
|
-$41.8K
|
-975
|
-2%
|
|
|
55
|
Congress Wealth Management
Boston,
Massachusetts
|
$2.17M
|
+$343
|
+8
|
+0%
|
|
|
56
|
Mutual Advisors
Omaha,
Nebraska
|
$2.02M
|
+$24.2K
|
+565
|
+1%
|
|
|
57
|
Prudential Financial
Newark,
New Jersey
|
$1.89M
|
-$264K
|
-6,152
|
-12%
|
|
|
58
|
Astoria Portfolio Advisors
New York
|
$1.75M
|
-$553K
|
-12,900
|
-24%
|
|
|
59
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$1.75M
|
-$689K
|
-16,069
|
-28%
|
|
|
60
|
MML Investors Services
Springfield,
Massachusetts
|
$1.38M
|
+$29.3K
|
+683
|
+2%
|
|
|
61
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$1.22M
|
+$729K
|
+16,998
|
+149%
|
|
|
62
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$1.16M
|
+$637K
|
+14,846
|
+122%
|
|
|
63
|
Condor Capital Management
Martinsville,
New Jersey
|
$1.14M
|
+$25.7K
|
+599
|
+2%
|
|
|
64
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$1.11M
|
+$139K
|
+3,249
|
+14%
|
|
|
65
|
Cozad Asset Management
Champaign,
Illinois
|
$1.11M
|
-$187K
|
-4,350
|
-14%
|
|
|
66
|
Insight Advisors
Newtown,
Pennsylvania
|
$1.11M
|
-$104K
|
-2,434
|
-9%
|
|
|
67
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$1.05M
|
–
|
–
|
–
|
|
|
68
|
Colorado Capital Management
Boulder,
Colorado
|
$988K
|
-$4.5K
|
-105
|
-0.5%
|
|
|
69
|
Belpointe Asset Management
Reno,
Nevada
|
$968K
|
+$967K
|
+22,549
|
New
|
|
|
70
|
Stifel Financial
St. Louis,
Missouri
|
$842K
|
-$146K
|
-3,401
|
-15%
|
|
|
71
|
Prospera Financial Services
Dallas,
Texas
|
$833K
|
+$72.3K
|
+1,687
|
+10%
|
|
|
72
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$833K
|
+$73.2K
|
+1,707
|
+10%
|
|
|
73
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$720K
|
+$9.73K
|
+227
|
+1%
|
|
|
74
|
Patten Group
Chattanooga,
Tennessee
|
$678K
|
+$75.9K
|
+1,771
|
+13%
|
|
|
75
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$613K
|
-$175K
|
-4,090
|
-22%
|
|
