|
51
|
Legacy Private Trust
Neenah,
Wisconsin
|
$20.9M
|
+$69.1K
|
+1,133
|
+0.3%
|
|
|
52
|
Fox Financial
Wyomissing,
Pennsylvania
|
$20.9M
|
-$301K
|
-4,938
|
-1%
|
|
|
53
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$20.5M
|
+$3.98M
|
+65,251
|
+26%
|
|
|
54
|
Capasso Planning Partners
Charleston,
South Carolina
|
$20.1M
|
+$828K
|
+13,575
|
+5%
|
|
|
55
|
Callan Capital
La Jolla,
California
|
$19.5M
|
-$1.81M
|
-29,706
|
-9%
|
|
|
56
|
Geneos Wealth Management
Englewood,
Colorado
|
$19.4M
|
+$734K
|
+12,035
|
+4%
|
|
|
57
|
Equitable Holdings
New York
|
$19.3M
|
+$1.29M
|
+21,220
|
+8%
|
|
|
58
|
Dorval Corp
Maple Grove,
Minnesota
|
$19.1M
|
-$180K
|
-2,943
|
-0.9%
|
|
|
59
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$18.8M
|
-$381K
|
-6,251
|
-2%
|
|
|
60
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$18.3M
|
-$2.75M
|
-45,087
|
-14%
|
|
|
61
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$17.7M
|
-$434K
|
-7,115
|
-3%
|
|
|
62
|
Parallel Advisors
San Francisco,
California
|
$17.5M
|
-$714K
|
-11,697
|
-4%
|
|
|
63
|
Great Lakes Advisors
Chicago,
Illinois
|
$17.3M
|
-$30.8K
|
-505
|
-0.2%
|
|
|
64
|
Pure Financial Advisors
San Diego,
California
|
$16.3M
|
-$486K
|
-7,957
|
-3%
|
|
|
65
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$15.5M
|
-$334K
|
-5,472
|
-2%
|
|
|
66
|
BIP Wealth
Atlanta,
Georgia
|
$15.3M
|
-$634K
|
-10,384
|
-4%
|
|
|
67
|
Mariner
Overland Park,
Kansas
|
$15.1M
|
+$2.45M
|
+40,209
|
+21%
|
|
|
68
|
AIFG Consultants
Halfmoon,
New York
|
$13.8M
|
+$201K
|
+3,301
|
+2%
|
|
|
69
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$12.5M
|
+$295K
|
+4,829
|
+3%
|
|
|
70
|
Solano Wealth Management
Fairfield,
California
|
$12.5M
|
+$764K
|
+12,512
|
+7%
|
|
|
71
|
Truist Financial
Charlotte,
North Carolina
|
$12.5M
|
-$165K
|
-2,696
|
-1%
|
|
|
72
|
Facet Wealth Inc
Baltimore,
Maryland
|
$12.4M
|
+$163K
|
+2,677
|
+1%
|
|
|
73
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$12.1M
|
-$421K
|
-6,899
|
-4%
|
|
|
74
|
Retirement Capital Strategies
San Jose,
California
|
$12.1M
|
-$4.08M
|
-66,790
|
-26%
|
|
|
75
|
|
$12M
|
-$24.6M
|
-403,609
|
-68%
|
|
