|
51
|
Hidden Cove Wealth Management
Bainbridge Island,
Washington
|
$3.94M
|
+$544K
|
+11,268
|
+16%
|
|
|
52
|
Fortis Group Advisors
Westwood,
New Jersey
|
$3.65M
|
+$1.6M
|
+33,093
|
+78%
|
|
|
53
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$3.62M
|
+$118K
|
+2,440
|
+3%
|
|
|
54
|
Franklin Resources
San Mateo,
California
|
$3.56M
|
+$3.57M
|
+73,888
|
New
|
|
|
55
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$3.3M
|
+$967K
|
+20,031
|
+41%
|
|
|
56
|
Rockefeller Capital Management
New York
|
$3.1M
|
-$75K
|
-1,553
|
-2%
|
|
|
57
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$3.05M
|
+$1.53M
|
+31,700
|
+100%
|
|
|
58
|
Oppenheimer & Co
New York
|
$2.97M
|
+$269K
|
+5,571
|
+10%
|
|
|
59
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.91M
|
+$68.9K
|
+1,427
|
+2%
|
|
|
60
|
MBL Wealth
Charlotte,
North Carolina
|
$2.75M
|
+$158K
|
+3,265
|
+6%
|
|
|
61
|
QTR Family Wealth
Lake Mary,
Florida
|
$2.57M
|
+$47.3K
|
+979
|
+2%
|
|
|
62
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$2.47M
|
+$47.1K
|
+976
|
+2%
|
|
|
63
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$2.19M
|
+$134K
|
+2,767
|
+6%
|
|
|
64
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.17M
|
-$121K
|
-2,504
|
-5%
|
|
|
65
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$2.09M
|
+$590K
|
+12,223
|
+39%
|
|
|
66
|
Auour Investments
Woburn,
Massachusetts
|
$1.91M
|
-$22.7K
|
-471
|
-1%
|
|
|
67
|
Cooper Financial Group
Irvine,
California
|
$1.91M
|
-$486K
|
-10,074
|
-20%
|
|
|
68
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$1.75M
|
-$381K
|
-7,898
|
-18%
|
|
|
69
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$1.73M
|
+$764K
|
+15,830
|
+79%
|
|
|
70
|
Fortis Capital Management
Bellevue,
Washington
|
$1.69M
|
+$344K
|
+7,126
|
+26%
|
|
|
71
|
|
$1.69M
|
–
|
–
|
–
|
|
|
72
|
AXS Investments
Port Chester,
New York
|
$1.58M
|
-$223K
|
-4,620
|
-12%
|
|
|
73
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$1.57M
|
+$44.4K
|
+920
|
+3%
|
|
|
74
|
|
$1.53M
|
+$1.54M
|
+31,817
|
New
|
|
|
75
|
Impact Partnership Wealth
Marietta,
Georgia
|
$1.51M
|
+$825K
|
+17,090
|
+120%
|
|
