|
51
|
MML Investors Services
Springfield,
Massachusetts
|
$7.29M
|
+$2.11M
|
+48,327
|
+41%
|
|
|
52
|
Evergreen Capital Management
Bellevue,
Washington
|
$7.06M
|
+$305K
|
+6,991
|
+5%
|
|
|
53
|
KLR Investment Advisors
Providence,
Rhode Island
|
$6.75M
|
+$6.7M
|
+153,433
|
New
|
|
|
54
|
Nikulski Financial
Bettendorf,
Iowa
|
$6.67M
|
-$471K
|
-10,790
|
-7%
|
|
|
55
|
Opes Wealth Management
Menlo Park,
California
|
$6.55M
|
-$58.3K
|
-1,335
|
-0.9%
|
|
|
56
|
Freedom Wealth Alliance
Brookfield,
Wisconsin
|
$6.24M
|
+$6.2M
|
+141,898
|
New
|
|
|
57
|
Truist Financial
Charlotte,
North Carolina
|
$6.21M
|
-$976K
|
-22,354
|
-14%
|
|
|
58
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$5.97M
|
+$1.85M
|
+42,409
|
+45%
|
|
|
59
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$5.68M
|
-$101K
|
-2,321
|
-2%
|
|
|
60
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$5.58M
|
+$5.54M
|
+126,758
|
New
|
|
|
61
|
Allworth Financial
Folsom,
California
|
$5.32M
|
+$645K
|
+14,780
|
+14%
|
|
|
62
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$5.1M
|
-$1.1M
|
-25,116
|
-22%
|
|
|
63
|
Cresset Asset Management
Chicago,
Illinois
|
$4.98M
|
+$599K
|
+13,711
|
+14%
|
|
|
64
|
Performa Ltd (US)
Charleston,
South Carolina
|
$4.75M
|
+$576K
|
+13,191
|
+14%
|
|
|
65
|
Well Done LLC
Holland,
Michigan
|
$4.61M
|
+$372K
|
+8,517
|
+9%
|
|
|
66
|
Symphony Financial
Houston,
Texas
|
$4.57M
|
+$574K
|
+13,146
|
+14%
|
|
|
67
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$4.47M
|
-$152K
|
-3,482
|
-3%
|
|
|
68
|
NFP Retirement Inc
Aliso Viejo,
California
|
$4.47M
|
-$1.25M
|
-28,658
|
-22%
|
|
|
69
|
Henshaw Capital
Woburn,
Massachusetts
|
$4.4M
|
–
|
–
|
–
|
|
|
70
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$4.25M
|
+$4.22M
|
+96,570
|
New
|
|
|
71
|
Atria Wealth Solutions
New York
|
$4.16M
|
+$111K
|
+2,553
|
+3%
|
|
|
72
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$4.05M
|
-$266K
|
-6,084
|
-6%
|
|
|
73
|
|
$4M
|
+$3.97M
|
+90,836
|
New
|
|
|
74
|
Custos Family Office
Austin,
Texas
|
$3.86M
|
+$3.83M
|
+87,617
|
New
|
|
|
75
|
RFG Advisory
Birmingham,
Alabama
|
$3.82M
|
+$1.38M
|
+31,713
|
+64%
|
|
