|
51
|
KM Capital Management
Austin,
Texas
|
$2.1M
|
+$1.26M
|
+25,206
|
+153%
|
|
|
52
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$2.02M
|
-$138K
|
-2,749
|
-6%
|
|
|
53
|
TAGStone Capital
Charlotte,
North Carolina
|
$2.01M
|
+$2.01M
|
+40,040
|
New
|
|
|
54
|
Highland Financial Advisors
Wayne,
New Jersey
|
$1.97M
|
-$31.8K
|
-634
|
-2%
|
|
|
55
|
|
$1.97M
|
+$18.7K
|
+372
|
+1%
|
|
|
56
|
First Citizens Financial Corp
Mason City,
Iowa
|
$1.92M
|
+$1.92M
|
+38,215
|
New
|
|
|
57
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.8M
|
+$1.8M
|
+35,798
|
New
|
|
|
58
|
Eagle Global Advisors
Houston,
Texas
|
$1.79M
|
-$226K
|
-4,500
|
-11%
|
|
|
59
|
Hill Island Financial
Grand Rapids,
Michigan
|
$1.76M
|
+$8.93K
|
+178
|
+0.5%
|
|
|
60
|
1900 Wealth Management
San Antonio,
Texas
|
$1.55M
|
–
|
–
|
–
|
|
|
61
|
Titleist Asset Management
San Antonio,
Texas
|
$1.52M
|
+$128K
|
+2,561
|
+9%
|
|
|
62
|
MML Investors Services
Springfield,
Massachusetts
|
$1.49M
|
+$190K
|
+3,792
|
+15%
|
|
|
63
|
Henderson Brothers Financial Partners
Pittsburgh,
Pennsylvania
|
$1.48M
|
+$1.48M
|
+29,495
|
New
|
|
|
64
|
Mariner
Overland Park,
Kansas
|
$1.47M
|
+$570K
|
+11,373
|
+63%
|
|
|
65
|
Atria Wealth Solutions
New York
|
$1.46M
|
+$216K
|
+4,302
|
+17%
|
|
|
66
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.43M
|
-$269K
|
-5,355
|
-16%
|
|
|
67
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.43M
|
-$269K
|
-5,355
|
-16%
|
|
|
68
|
Comerica Bank
Dallas,
Texas
|
$1.4M
|
+$1.32M
|
+26,348
|
+1,825%
|
|
|
69
|
Creative Planning
Overland Park,
Kansas
|
$1.26M
|
+$201
|
+4
|
+0%
|
|
|
70
|
Aprio Wealth Management
Atlanta,
Georgia
|
$1.26M
|
+$198K
|
+3,947
|
+19%
|
|
|
71
|
Kestra Advisory Services
Austin,
Texas
|
$1.25M
|
+$115K
|
+2,287
|
+10%
|
|
|
72
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$1.24M
|
–
|
–
|
–
|
|
|
73
|
LexAurum Advisors
Overland Park,
Kansas
|
$1.23M
|
+$1.23M
|
+24,513
|
New
|
|
|
74
|
Columbia River Financial Group
Vancouver,
Washington
|
$1.21M
|
-$200K
|
-3,994
|
-14%
|
|
|
75
|
Webster Bank
Waterbury,
Connecticut
|
$1.21M
|
-$1.74M
|
-34,624
|
-59%
|
|
