|
51
|
GEM Asset Management
Plymouth,
Michigan
|
$4.18M
|
-$258K
|
-3,836
|
-5%
|
|
|
52
|
Steward Partners Investment Advisory
New York
|
$4.14M
|
+$6.66K
|
+99
|
+0.1%
|
|
|
53
|
Aspen Wealth Strategies
Arvada,
Colorado
|
$4.05M
|
+$4.39M
|
+65,200
|
New
|
|
|
54
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.95M
|
+$2.25M
|
+33,383
|
+110%
|
|
|
55
|
Cozad Asset Management
Champaign,
Illinois
|
$3.82M
|
+$200K
|
+2,979
|
+5%
|
|
|
56
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$3.7M
|
-$371K
|
-5,513
|
-8%
|
|
|
57
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$3.66M
|
-$307K
|
-4,557
|
-7%
|
|
|
58
|
Vista Cima Wealth Management
Surprise,
Arizona
|
$3.57M
|
+$193K
|
+2,870
|
+5%
|
|
|
59
|
Wade Financial Advisory
Campbell,
California
|
$3.55M
|
-$78.1K
|
-1,161
|
-2%
|
|
|
60
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$3.51M
|
-$64.2K
|
-954
|
-2%
|
|
|
61
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.4M
|
+$419K
|
+6,237
|
+13%
|
|
|
62
|
Modern Wealth Management
Lenexa,
Kansas
|
$3.38M
|
+$3.66M
|
+54,449
|
New
|
|
|
63
|
Equitable Holdings
New York
|
$3.12M
|
-$117K
|
-1,734
|
-3%
|
|
|
64
|
|
$2.45M
|
-$48.4K
|
-719
|
-2%
|
|
|
65
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$2.26M
|
+$51.2K
|
+761
|
+2%
|
|
|
66
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$2.25M
|
+$5.85K
|
+87
|
+0.2%
|
|
|
67
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$2.11M
|
+$2.06M
|
+30,671
|
+939%
|
|
|
68
|
Kestra Advisory Services
Austin,
Texas
|
$2.09M
|
+$806K
|
+11,988
|
+55%
|
|
|
69
|
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
$1.95M
|
-$500K
|
-7,438
|
-19%
|
|
|
70
|
Montag & Associates
Atlanta,
Georgia
|
$1.83M
|
–
|
–
|
–
|
|
|
71
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.82M
|
-$244K
|
-3,621
|
-11%
|
|
|
72
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$1.76M
|
-$90.9K
|
-1,352
|
-5%
|
|
|
73
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.69M
|
+$1.04M
|
+15,393
|
+130%
|
|
|
74
|
Landmark Wealth Management (Illinois)
Normal,
Illinois
|
$1.63M
|
-$7.61M
|
-113,154
|
-81%
|
|
|
75
|
Perigon Wealth Management
San Francisco,
California
|
$1.56M
|
+$361K
|
+5,369
|
+27%
|
|
