|
51
|
GeoWealth Management
Chicago,
Illinois
|
$4.78M
|
+$1.62M
|
+11,676
|
+44%
|
|
|
52
|
Keel Point
Huntsville,
Alabama
|
$4.53M
|
+$92.7K
|
+668
|
+2%
|
|
|
53
|
TriaGen Wealth Management
Calabasas,
California
|
$4.5M
|
+$1.2M
|
+8,633
|
+32%
|
|
|
54
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$4.47M
|
+$4.77M
|
+34,370
|
+2,357%
|
|
|
55
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.43M
|
+$2.76M
|
+19,881
|
+127%
|
|
|
56
|
Stifel Financial
St. Louis,
Missouri
|
$4.2M
|
-$751K
|
-5,413
|
-14%
|
|
|
57
|
Cetera Advisors
Denver,
Colorado
|
$3.92M
|
+$17.9K
|
+129
|
+0.4%
|
|
|
58
|
Stokes Family Office
New Orleans,
Louisiana
|
$3.82M
|
–
|
–
|
–
|
|
|
59
|
Physician Wealth Advisors
Midvale,
Utah
|
$3.78M
|
+$132K
|
+949
|
+3%
|
|
|
60
|
Tradition Wealth Management
Edina,
Minnesota
|
$3.72M
|
+$11.2K
|
+81
|
+0.3%
|
|
|
61
|
AE Wealth Management
Topeka,
Kansas
|
$3.5M
|
-$248K
|
-1,784
|
-6%
|
|
|
62
|
Atria Wealth Solutions
New York
|
$3.48M
|
+$83.4K
|
+601
|
+2%
|
|
|
63
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$3.3M
|
+$159K
|
+1,148
|
+5%
|
|
|
64
|
MML Investors Services
Springfield,
Massachusetts
|
$2.99M
|
-$3.03M
|
-21,854
|
-48%
|
|
|
65
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$2.94M
|
-$23.6K
|
-170
|
-0.7%
|
|
|
66
|
Old National Bancorp
Evansville,
Indiana
|
$2.85M
|
-$28.7K
|
-207
|
-0.9%
|
|
|
67
|
Citadel Advisors
Miami,
Florida
|
$2.82M
|
+$3.14M
|
+22,601
|
New
|
|
|
68
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$2.8M
|
-$11.8K
|
-85
|
-0.4%
|
|
|
69
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.76M
|
+$433K
|
+3,121
|
+16%
|
|
|
70
|
Clarkston Capital Partners
Rochester,
Michigan
|
$2.62M
|
–
|
–
|
–
|
|
|
71
|
Kestra Advisory Services
Austin,
Texas
|
$2.61M
|
-$377K
|
-2,716
|
-11%
|
|
|
72
|
David Kennon
Sarasota,
Florida
|
$2.59M
|
+$2.88M
|
+20,759
|
New
|
|
|
73
|
Empirical Wealth Management
Seattle,
Washington
|
$2.55M
|
+$320K
|
+2,304
|
+13%
|
|
|
74
|
Jackson Wealth Management
Lake Mary,
Florida
|
$2.53M
|
+$1.27M
|
+9,136
|
+82%
|
|
|
75
|
Calton & Associates
Tampa,
Florida
|
$2.5M
|
+$172K
|
+1,240
|
+7%
|
|
