|
51
|
Asset Allocation Strategies
Farmington,
Michigan
|
$1.36M
|
+$453K
|
+8,848
|
+50%
|
|
|
52
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.31M
|
+$1.31M
|
+25,622
|
New
|
|
|
53
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.3M
|
+$577K
|
+11,258
|
+80%
|
|
|
54
|
Potentia Wealth
San Jose,
California
|
$1.28M
|
+$1.28M
|
+25,057
|
New
|
|
|
55
|
HighTower Advisors
Chicago,
Illinois
|
$1.1M
|
+$1.11M
|
+21,576
|
New
|
|
|
56
|
Harbour Investments
Madison,
Wisconsin
|
$1.07M
|
+$288K
|
+5,626
|
+37%
|
|
|
57
|
Equitable Holdings
New York
|
$1.03M
|
+$1.03M
|
+20,030
|
New
|
|
|
58
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$1M
|
+$1M
|
+19,562
|
New
|
|
|
59
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$985K
|
+$985K
|
+19,231
|
New
|
|
|
60
|
Collective Family Office
York,
Pennsylvania
|
$970K
|
+$41.5K
|
+810
|
+4%
|
|
|
61
|
Financial Advocates Investment Management
Olympia,
Washington
|
$762K
|
+$762K
|
+14,879
|
New
|
|
|
62
|
Running Point Capital Advisors
El Segundo,
California
|
$543K
|
+$543K
|
+10,608
|
New
|
|
|
63
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$541K
|
+$541K
|
+10,558
|
New
|
|
|
64
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$512K
|
+$5.02K
|
+98
|
+1%
|
|
|
65
|
Advisor Resource Council
Dallas,
Texas
|
$506K
|
+$507K
|
+9,892
|
New
|
|
|
66
|
Everest Management Corp
Cupertino,
California
|
$486K
|
+$486K
|
+9,497
|
New
|
|
|
67
|
J.W. Cole Advisors
Tampa,
Florida
|
$450K
|
-$13.4K
|
-262
|
-3%
|
|
|
68
|
MAI Capital Management
Independence,
Ohio
|
$446K
|
+$447K
|
+8,719
|
New
|
|
|
69
|
Insight Wealth Strategies
San Ramon,
California
|
$440K
|
+$440K
|
+8,587
|
New
|
|
|
70
|
Flow Traders U.S.
New York
|
$408K
|
+$409K
|
+7,978
|
New
|
|
|
71
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$378K
|
+$378K
|
+7,383
|
New
|
|
|
72
|
Fiduciary Trust
Boston,
Massachusetts
|
$307K
|
–
|
–
|
–
|
|
|
73
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$291K
|
+$291K
|
+5,675
|
New
|
|
|
74
|
Atria Wealth Solutions
New York
|
$290K
|
-$30.1K
|
-587
|
-9%
|
|
|
75
|
Private Trust Company
Cleveland,
Ohio
|
$281K
|
+$24.7K
|
+483
|
+10%
|
|
