|
51
|
Beam Wealth Advisors
Covington,
Louisiana
|
$1.41M
|
+$645K
|
+11,711
|
+83%
|
|
|
52
|
55I LLC
Boston,
Massachusetts
|
$1.35M
|
+$1.36M
|
+24,620
|
New
|
|
|
53
|
Steward Partners Investment Advisory
New York
|
$1.34M
|
-$98K
|
-1,780
|
-7%
|
|
|
54
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$1.28M
|
-$120K
|
-2,173
|
-9%
|
|
|
55
|
Signet Financial Management
Parsippany,
New Jersey
|
$1.13M
|
-$25.2K
|
-457
|
-2%
|
|
|
56
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.07M
|
+$171K
|
+3,100
|
+19%
|
|
|
57
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$893K
|
-$29.6K
|
-537
|
-3%
|
|
|
58
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$791K
|
-$99K
|
-1,799
|
-11%
|
|
|
59
|
TD Private Client Wealth
New York
|
$764K
|
+$143K
|
+2,604
|
+23%
|
|
|
60
|
Courage Miller Partners
Norfolk,
Virginia
|
$685K
|
-$58K
|
-1,053
|
-8%
|
|
|
61
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$680K
|
–
|
–
|
–
|
|
|
62
|
Arkos Global Advisors
Houston,
Texas
|
$659K
|
+$54.7K
|
+994
|
+9%
|
|
|
63
|
CreativeOne Wealth
Overland Park,
Kansas
|
$598K
|
+$321K
|
+5,839
|
New
|
|
|
64
|
Destination Wealth Management
Walnut Creek,
California
|
$594K
|
-$145K
|
-2,635
|
-20%
|
|
|
65
|
PFG Advisors
Phoenix,
Arizona
|
$585K
|
+$140K
|
+2,547
|
+31%
|
|
|
66
|
Orser Capital Management
Southlake,
Texas
|
$583K
|
–
|
–
|
–
|
|
|
67
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$534K
|
+$2.75K
|
+50
|
+0.5%
|
|
|
68
|
MML Investors Services
Springfield,
Massachusetts
|
$523K
|
+$151K
|
+2,743
|
+40%
|
|
|
69
|
Csenge Advisory Group
Clearwater,
Florida
|
$523K
|
+$526K
|
+9,554
|
New
|
|
|
70
|
Dimension Capital Management
Coral Gables,
Florida
|
$516K
|
–
|
–
|
–
|
|
|
71
|
HighTower Advisors
Chicago,
Illinois
|
$497K
|
-$5.39K
|
-98
|
-1%
|
|
|
72
|
Strategic Blueprint
Atlanta,
Georgia
|
$362K
|
-$24.6K
|
-447
|
-6%
|
|
|
73
|
Mercer Global Advisors
Denver,
Colorado
|
$348K
|
–
|
–
|
–
|
|
|
74
|
Ballentine Partners
Waltham,
Massachusetts
|
$342K
|
–
|
–
|
–
|
|
|
75
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$325K
|
+$326K
|
+5,923
|
New
|
|
