|
51
|
Cascade Wealth Advisors
Wenatchee,
Washington
|
$1.77M
|
+$1.79M
|
+20,608
|
New
|
|
|
52
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$1.7M
|
+$1.66M
|
+19,113
|
New
|
|
|
53
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.64M
|
-$47.9K
|
-552
|
-3%
|
|
|
54
|
Private Advisor Group
Morristown,
New Jersey
|
$1.57M
|
+$451K
|
+5,198
|
+42%
|
|
|
55
|
HB Wealth Management
Atlanta,
Georgia
|
$1.56M
|
-$329K
|
-3,799
|
-18%
|
|
|
56
|
Fiduciary Alliance
Greenville,
South Carolina
|
$1.51M
|
+$1.48M
|
+17,020
|
New
|
|
|
57
|
White Pine Investment Company
Livonia,
Michigan
|
$1.44M
|
+$46.4K
|
+535
|
+3%
|
|
|
58
|
Warner Financial
Bethesda,
Maryland
|
$1.4M
|
+$212K
|
+2,442
|
+19%
|
|
|
59
|
Kestra Advisory Services
Austin,
Texas
|
$1.38M
|
+$260
|
+3
|
+0%
|
|
|
60
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.29M
|
–
|
–
|
–
|
|
|
61
|
Rockefeller Capital Management
New York
|
$1.25M
|
+$43K
|
+496
|
+4%
|
|
|
62
|
Curtis Advisory Group
Santa Barbara,
California
|
$1.23M
|
+$20.7K
|
+239
|
+2%
|
|
|
63
|
Comerica Bank
Dallas,
Texas
|
$1.15M
|
+$27.4K
|
+316
|
+3%
|
|
|
64
|
Flagstar Advisors
New York
|
$1.12M
|
+$231K
|
+2,659
|
+27%
|
|
|
65
|
Presidio Capital Management
San Diego,
California
|
$1.11M
|
-$21.1M
|
-243,012
|
-95%
|
|
|
66
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.03M
|
+$36K
|
+415
|
+4%
|
|
|
67
|
Archford Capital Strategies
Swansea,
Illinois
|
$1.02M
|
+$173
|
+2
|
+0%
|
|
|
68
|
Avantax Advisory Services
Dallas,
Texas
|
$1.02M
|
+$78.6K
|
+906
|
+9%
|
|
|
69
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$1.01M
|
-$127K
|
-1,462
|
-11%
|
|
|
70
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$1M
|
+$722K
|
+8,332
|
+287%
|
|
|
71
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1,000K
|
+$12.7K
|
+146
|
+1%
|
|
|
72
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1,000K
|
+$12.7K
|
+146
|
+1%
|
|
|
73
|
Citadel Advisors
Miami,
Florida
|
$985K
|
-$1.08M
|
-12,502
|
-53%
|
|
|
74
|
9258 Wealth Management
Blue Ash,
Ohio
|
$955K
|
+$929K
|
+10,710
|
New
|
|
|
75
|
Mystic Asset Management
Warwick,
Rhode Island
|
$913K
|
+$12.1K
|
+140
|
+1%
|
|
