|
51
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$920K
|
+$4.89K
|
+104
|
+0.5%
|
|
|
52
|
Lodestar Private Asset Management
Alamo,
California
|
$899K
|
+$5.59K
|
+119
|
+0.6%
|
|
|
53
|
AIFG Consultants
Halfmoon,
New York
|
$802K
|
+$314K
|
+6,668
|
+65%
|
|
|
54
|
Envestnet Asset Management
Chicago,
Illinois
|
$790K
|
+$124K
|
+2,633
|
+19%
|
|
|
55
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$764K
|
+$118K
|
+2,515
|
+18%
|
|
|
56
|
MidAtlantic Capital Management
Richmond,
Virginia
|
$728K
|
+$11.7K
|
+248
|
+2%
|
|
|
57
|
LPL Financial
San Diego,
California
|
$705K
|
+$3.1K
|
+66
|
+0.4%
|
|
|
58
|
Lodestone Wealth Management
Spokane,
Washington
|
$636K
|
+$7.19K
|
+153
|
+1%
|
|
|
59
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$551K
|
+$546K
|
+11,607
|
New
|
|
|
60
|
Signet Financial Management
Parsippany,
New Jersey
|
$540K
|
+$536K
|
+11,393
|
New
|
|
|
61
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$478K
|
+$37.9K
|
+806
|
+9%
|
|
|
62
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$473K
|
–
|
–
|
–
|
|
|
63
|
Tortoise Investment Management
White Plains,
New York
|
$450K
|
–
|
–
|
–
|
|
|
64
|
Legacy Edge Advisors
Syosset,
New York
|
$408K
|
+$404K
|
+8,598
|
New
|
|
|
65
|
|
$407K
|
+$404K
|
+8,598
|
New
|
|
|
66
|
Summit Wealth Partners
Orlando,
Florida
|
$382K
|
–
|
–
|
–
|
|
|
67
|
Leo Wealth LLC
Hurst,
Texas
|
$346K
|
+$343K
|
+7,303
|
New
|
|
|
68
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$294K
|
-$481K
|
-10,221
|
-62%
|
|
|
69
|
Legacy Investment Solutions
Meridian,
Idaho
|
$294K
|
+$292K
|
+6,205
|
New
|
|
|
70
|
Prospera Financial Services
Dallas,
Texas
|
$273K
|
+$271K
|
+5,759
|
New
|
|
|
71
|
CGN Advisors
Manhattan,
Kansas
|
$262K
|
+$43.4K
|
+922
|
+20%
|
|
|
72
|
NewEdge Advisors
New Orleans,
Louisiana
|
$256K
|
–
|
–
|
–
|
|
|
73
|
Mosaic Financial Group
Chicago,
Illinois
|
$252K
|
–
|
–
|
–
|
|
|
74
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$244K
|
+$39.4K
|
+838
|
+19%
|
|
|
75
|
Gradient Capital Advisors
San Diego,
California
|
$233K
|
+$9.97K
|
+212
|
+5%
|
|
