|
76
|
Capital Planning
Bellevue,
Washington
|
$4.52M
|
+$722K
|
+15,997
|
+20%
|
|
|
77
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$4.46M
|
+$4.28M
|
+94,692
|
New
|
|
|
78
|
Lodestar Private Asset Management
Alamo,
California
|
$4.2M
|
+$1.38M
|
+30,504
|
+52%
|
|
|
79
|
Helen Stephens Group
Fort Worth,
Texas
|
$3.9M
|
+$1.39M
|
+30,844
|
+59%
|
|
|
80
|
TruWealth Advisors
Metairie,
Louisiana
|
$3.67M
|
+$3.52M
|
+77,976
|
New
|
|
|
81
|
Mariner
Overland Park,
Kansas
|
$3.43M
|
+$419K
|
+9,283
|
+15%
|
|
|
82
|
Trivium Point Advisory
Westport,
Connecticut
|
$3.37M
|
+$639K
|
+14,161
|
+25%
|
|
|
83
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$3.34M
|
-$50.7K
|
-1,123
|
-2%
|
|
|
84
|
Tradition Wealth Management
Edina,
Minnesota
|
$3.33M
|
+$3.19M
|
+70,728
|
New
|
|
|
85
|
Atria Wealth Solutions
New York
|
$3.25M
|
+$1.52M
|
+33,746
|
+96%
|
|
|
86
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.15M
|
+$3.06M
|
+67,735
|
New
|
|
|
87
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.06M
|
+$2.27M
|
+50,171
|
+337%
|
|
|
88
|
|
$2.91M
|
-$7.5M
|
-166,198
|
-73%
|
|
|
89
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.87M
|
-$938K
|
-20,771
|
-25%
|
|
|
90
|
Gotham Asset Management
New York
|
$2.72M
|
+$2.61M
|
+57,790
|
New
|
|
|
91
|
Clarity Wealth Advisors
San Jose,
California
|
$2.71M
|
+$2.6M
|
+57,559
|
New
|
|
|
92
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.64M
|
+$1.16M
|
+25,652
|
+84%
|
|
|
93
|
Trademark Financial Management
Bloomington,
Minnesota
|
$2.59M
|
+$2.48M
|
+55,019
|
New
|
|
|
94
|
Snowden Capital Advisors
New York
|
$2.49M
|
+$2.38M
|
+52,799
|
New
|
|
|
95
|
Belpointe Asset Management
Reno,
Nevada
|
$2.46M
|
+$2.36M
|
+52,231
|
New
|
|
|
96
|
Axxcess Wealth Management
Carlsbad,
California
|
$2.37M
|
+$2.27M
|
+50,254
|
New
|
|
|
97
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.36M
|
-$623K
|
-13,791
|
-22%
|
|
|
98
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$2.26M
|
+$72.7K
|
+1,611
|
+3%
|
|
|
99
|
Citadel Advisors
Miami,
Florida
|
$2.24M
|
-$839K
|
-18,575
|
-28%
|
|
|
100
|
Kestra Advisory Services
Austin,
Texas
|
$2.18M
|
+$899K
|
+19,906
|
+75%
|
|
