|
51
|
Columbia Trust
Portland,
Oregon
|
$6.03M
|
-$2.67M
|
-53,693
|
-31%
|
|
|
52
|
Kestra Advisory Services
Austin,
Texas
|
$5.92M
|
+$4.37M
|
+87,922
|
+286%
|
|
|
53
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$5.78M
|
+$3.17M
|
+63,707
|
+122%
|
|
|
54
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$5.76M
|
-$733K
|
-14,744
|
-11%
|
|
|
55
|
Planning Alternatives
Birmingham,
Michigan
|
$5.65M
|
-$22.1K
|
-445
|
-0.4%
|
|
|
56
|
Astor Investment Management
Chicago,
Illinois
|
$5.53M
|
+$4.08M
|
+82,109
|
+286%
|
|
|
57
|
Atria Wealth Solutions
New York
|
$5.53M
|
+$4.1M
|
+82,510
|
+292%
|
|
|
58
|
Mariner
Overland Park,
Kansas
|
$5.51M
|
+$146K
|
+2,938
|
+3%
|
|
|
59
|
|
$5.35M
|
+$2.68M
|
+53,943
|
+101%
|
|
|
60
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.29M
|
+$2.9M
|
+58,272
|
+122%
|
|
|
61
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$5.09M
|
-$109K
|
-2,192
|
-2%
|
|
|
62
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.09M
|
+$1.12M
|
+22,567
|
+28%
|
|
|
63
|
Financial Management Network
Mission Viejo,
California
|
$5.04M
|
+$423K
|
+8,511
|
+9%
|
|
|
64
|
Canal Insurance Company
Greenville,
South Carolina
|
$4.99M
|
–
|
–
|
–
|
|
|
65
|
CNA Financial
Chicago,
Illinois
|
$4.99M
|
–
|
–
|
–
|
|
|
66
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$4.97M
|
-$106K
|
-2,124
|
-2%
|
|
|
67
|
Pinnacle Associates
New York
|
$4.93M
|
+$96.2K
|
+1,933
|
+2%
|
|
|
68
|
Naples Global Advisors
Naples,
Florida
|
$4.91M
|
-$868K
|
-17,450
|
-15%
|
|
|
69
|
Auour Investments
Woburn,
Massachusetts
|
$4.8M
|
-$546K
|
-10,973
|
-10%
|
|
|
70
|
Values First Advisors
Gray,
Tennessee
|
$4.76M
|
+$206K
|
+4,137
|
+5%
|
|
|
71
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$4.73M
|
-$3.19M
|
-64,100
|
-40%
|
|
|
72
|
Clear Creek Financial Management
Silverdale,
Washington
|
$4.73M
|
-$109K
|
-2,191
|
-2%
|
|
|
73
|
Oppenheimer & Co
New York
|
$4.71M
|
-$45.1K
|
-906
|
-1%
|
|
|
74
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$4.2M
|
+$790K
|
+15,878
|
+23%
|
|
|
75
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$4.09M
|
-$29.3K
|
-590
|
-0.7%
|
|
