|
51
|
New Insight Wealth Advisors
San Ramon,
California
|
$5.37M
|
+$2.46M
|
+62,091
|
+82%
|
|
|
52
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.31M
|
+$2.68M
|
+67,712
|
+99%
|
|
|
53
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$5.27M
|
+$148K
|
+3,738
|
+3%
|
|
|
54
|
RHS Financial
San Francisco,
California
|
$5.18M
|
+$466K
|
+11,754
|
+10%
|
|
|
55
|
Vise Technologies
New York
|
$4.91M
|
–
|
–
|
–
|
|
|
56
|
Equitable Holdings
New York
|
$4.9M
|
+$132K
|
+3,340
|
+3%
|
|
|
57
|
SigFig Wealth Management
San Francisco,
California
|
$4.63M
|
+$30.8K
|
+778
|
+0.7%
|
|
|
58
|
Horizon Family Wealth
Chicago,
Illinois
|
$4.34M
|
-$97K
|
-2,449
|
-2%
|
|
|
59
|
Focus Partners Wealth
Boston,
Massachusetts
|
$4.33M
|
-$53K
|
-1,338
|
-1%
|
|
|
60
|
Evolve Private Wealth
Los Angeles,
California
|
$4.28M
|
-$111K
|
-2,811
|
-2%
|
|
|
61
|
Mariner
Overland Park,
Kansas
|
$4.07M
|
+$924K
|
+23,331
|
+29%
|
|
|
62
|
|
$4M
|
+$1.28M
|
+32,300
|
+46%
|
|
|
63
|
Kestra Advisory Services
Austin,
Texas
|
$3.92M
|
+$539K
|
+13,603
|
+16%
|
|
|
64
|
Ipsen Advisor Group
Little Rock,
Arkansas
|
$3.85M
|
+$1.38M
|
+34,750
|
+54%
|
|
|
65
|
|
$3.67M
|
-$40
|
-1
|
-0%
|
|
|
66
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$3.53M
|
+$3.59M
|
+90,515
|
New
|
|
|
67
|
Cabot Wealth Management
Salem,
Massachusetts
|
$3.51M
|
+$883K
|
+22,282
|
+33%
|
|
|
68
|
Alchemi Wealth
Essex,
Connecticut
|
$3.5M
|
+$138K
|
+3,474
|
+4%
|
|
|
69
|
Quantinno Capital Management
New York
|
$3.37M
|
+$431K
|
+10,870
|
+14%
|
|
|
70
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$3.03M
|
+$152K
|
+3,842
|
+5%
|
|
|
71
|
Creative Planning
Overland Park,
Kansas
|
$2.94M
|
+$317K
|
+8,013
|
+12%
|
|
|
72
|
Atria Investments
Charlotte,
North Carolina
|
$2.74M
|
-$263K
|
-6,645
|
-9%
|
|
|
73
|
Diversify Wealth Management
Sandy,
Utah
|
$2.45M
|
+$2.42M
|
+61,192
|
New
|
|
|
74
|
Rockefeller Capital Management
New York
|
$2.4M
|
-$52.6K
|
-1,329
|
-2%
|
|
|
75
|
Western Wealth Management
Golden,
Colorado
|
$2.39M
|
+$39.4K
|
+994
|
+2%
|
|
