|
51
|
Seed Wealth Management
Evanston,
Illinois
|
$3.58M
|
+$1.48M
|
+33,799
|
+76%
|
|
|
52
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$3.48M
|
-$364K
|
-8,301
|
-10%
|
|
|
53
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$3.46M
|
+$1.2M
|
+27,312
|
+57%
|
|
|
54
|
Atria Investments
Charlotte,
North Carolina
|
$3.23M
|
+$2.02M
|
+46,149
|
+192%
|
|
|
55
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.11M
|
+$61.4K
|
+1,402
|
+2%
|
|
|
56
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$2.9M
|
+$131K
|
+3,001
|
+5%
|
|
|
57
|
Mendel Money Management
Northbrook,
Illinois
|
$2.87M
|
+$13.7K
|
+313
|
+0.5%
|
|
|
58
|
Bessemer Group
Woodbridge,
New Jersey
|
$2.67M
|
+$2.54M
|
+58,103
|
New
|
|
|
59
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$2.63M
|
+$77.2K
|
+1,763
|
+3%
|
|
|
60
|
KWB Wealth
Redlands,
California
|
$2.63M
|
-$411K
|
-9,393
|
-14%
|
|
|
61
|
EPG Wealth Management
Atlanta,
Georgia
|
$2.49M
|
+$2.45M
|
+55,931
|
New
|
|
|
62
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.41M
|
-$4.16K
|
-95
|
-0.2%
|
|
|
63
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.41M
|
-$4.16K
|
-95
|
-0.2%
|
|
|
64
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$2.31M
|
–
|
–
|
–
|
|
|
65
|
Belpointe Asset Management
Reno,
Nevada
|
$2.23M
|
+$1.79M
|
+40,842
|
+537%
|
|
|
66
|
Good Life Advisors
Reading,
Pennsylvania
|
$2.17M
|
-$31.5K
|
-719
|
-1%
|
|
|
67
|
Clear Creek Financial Management
Silverdale,
Washington
|
$2.06M
|
+$172K
|
+3,923
|
+10%
|
|
|
68
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2.01M
|
+$117K
|
+2,662
|
+6%
|
|
|
69
|
HighTower Advisors
Chicago,
Illinois
|
$1.99M
|
+$1.9M
|
+43,390
|
New
|
|
|
70
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$1.98M
|
+$1.89M
|
+43,153
|
New
|
|
|
71
|
Marcum Wealth
Cleveland,
Ohio
|
$1.91M
|
+$127K
|
+2,910
|
+8%
|
|
|
72
|
Inspire Advisors
Meridian,
Idaho
|
$1.71M
|
+$235K
|
+5,367
|
+17%
|
|
|
73
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.6M
|
+$1.52M
|
+34,596
|
+27,677%
|
|
|
74
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$1.56M
|
-$439K
|
-10,015
|
-23%
|
|
|
75
|
Patron Partners
Houston,
Texas
|
$1.55M
|
+$966K
|
+22,047
|
+189%
|
|
