|
51
|
TriaGen Wealth Management
Calabasas,
California
|
$4.87M
|
+$105K
|
+785
|
+2%
|
|
|
52
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$4.68M
|
-$331K
|
-2,480
|
-7%
|
|
|
53
|
GeoWealth Management
Chicago,
Illinois
|
$4.2M
|
-$883K
|
-6,608
|
-17%
|
|
|
54
|
MML Investors Services
Springfield,
Massachusetts
|
$4.18M
|
+$1.02M
|
+7,602
|
+32%
|
|
|
55
|
Tradition Wealth Management
Edina,
Minnesota
|
$4.12M
|
+$173K
|
+1,296
|
+4%
|
|
|
56
|
Physician Wealth Advisors
Midvale,
Utah
|
$4.09M
|
+$106K
|
+794
|
+3%
|
|
|
57
|
AE Wealth Management
Topeka,
Kansas
|
$4.07M
|
+$361K
|
+2,706
|
+10%
|
|
|
58
|
Stokes Family Office
New Orleans,
Louisiana
|
$4.05M
|
–
|
–
|
–
|
|
|
59
|
Steph & Co
Marinette,
Wisconsin
|
$3.83M
|
-$1.48M
|
-11,100
|
-28%
|
|
|
60
|
Cetera Advisors
Denver,
Colorado
|
$3.79M
|
-$372K
|
-2,787
|
-9%
|
|
|
61
|
Atria Wealth Solutions
New York
|
$3.55M
|
-$131K
|
-978
|
-4%
|
|
|
62
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$3.41M
|
+$439K
|
+3,285
|
+15%
|
|
|
63
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.36M
|
+$2.96M
|
+22,168
|
+690%
|
|
|
64
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$3.27M
|
-$234K
|
-1,750
|
-7%
|
|
|
65
|
Calton & Associates
Tampa,
Florida
|
$3.22M
|
+$575K
|
+4,301
|
+21%
|
|
|
66
|
Kestra Advisory Services
Austin,
Texas
|
$3.16M
|
+$398K
|
+2,978
|
+14%
|
|
|
67
|
Empirical Wealth Management
Seattle,
Washington
|
$3.15M
|
+$452K
|
+3,381
|
+17%
|
|
|
68
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$3.03M
|
-$98.5K
|
-737
|
-3%
|
|
|
69
|
Park Avenue Securities
New York
|
$2.96M
|
+$2.99M
|
+22,392
|
New
|
|
|
70
|
|
$2.94M
|
+$1.99M
|
+14,926
|
+205%
|
|
|
71
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.91M
|
-$17K
|
-127
|
-0.6%
|
|
|
72
|
Old National Bancorp
Evansville,
Indiana
|
$2.9M
|
-$129K
|
-966
|
-4%
|
|
|
73
|
Clarkston Capital Partners
Rochester,
Michigan
|
$2.74M
|
-$34.2K
|
-256
|
-1%
|
|
|
74
|
Stifel Financial
St. Louis,
Missouri
|
$2.58M
|
-$1.89M
|
-14,144
|
-42%
|
|
|
75
|
David Kennon
Sarasota,
Florida
|
$2.56M
|
-$186K
|
-1,394
|
-7%
|
|
