|
51
|
Thayer Partners
Wyndmoor,
Pennsylvania
|
$2.85M
|
+$2.83M
|
+57,196
|
New
|
|
|
52
|
Aprio Wealth Management
Atlanta,
Georgia
|
$2.79M
|
+$2.77M
|
+55,924
|
New
|
|
|
53
|
Summit Asset Management
Memphis,
Tennessee
|
$2.72M
|
-$47.9K
|
-969
|
-2%
|
|
|
54
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.57M
|
+$1.6M
|
+32,336
|
+168%
|
|
|
55
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.57M
|
-$523K
|
-10,581
|
-17%
|
|
|
56
|
Essex Financial Services
Essex,
Connecticut
|
$2.54M
|
-$29.3K
|
-593
|
-1%
|
|
|
57
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.48M
|
-$2.41M
|
-48,761
|
-50%
|
|
|
58
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$2.42M
|
+$2.41M
|
+48,629
|
New
|
|
|
59
|
REDW Wealth
Albuquerque,
New Mexico
|
$2.27M
|
+$587K
|
+11,863
|
+35%
|
|
|
60
|
Rothschild Investment LLC
Chicago,
Illinois
|
$2.12M
|
+$2.1M
|
+42,480
|
New
|
|
|
61
|
First Foundation Advisors
Irvine,
California
|
$1.95M
|
-$525K
|
-10,606
|
-21%
|
|
|
62
|
Lighthouse Wealth Management
Ashland,
Ohio
|
$1.91M
|
+$445K
|
+8,999
|
+31%
|
|
|
63
|
Roundview Capital
Princeton,
New Jersey
|
$1.82M
|
+$243K
|
+4,903
|
+16%
|
|
|
64
|
Rockefeller Capital Management
New York
|
$1.74M
|
+$1.59M
|
+32,050
|
+1,134%
|
|
|
65
|
Harbour Investments
Madison,
Wisconsin
|
$1.7M
|
-$86.2K
|
-1,742
|
-5%
|
|
|
66
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$1.6M
|
+$6.63K
|
+134
|
+0.4%
|
|
|
67
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.41M
|
+$271K
|
+5,484
|
+24%
|
|
|
68
|
Ellerson Group
Annapolis,
Maryland
|
$1.38M
|
+$34.6K
|
+700
|
+3%
|
|
|
69
|
Summit Financial
Parsippany,
New Jersey
|
$1.32M
|
-$23.8K
|
-482
|
-2%
|
|
|
70
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$1.24M
|
-$10.2K
|
-207
|
-0.8%
|
|
|
71
|
Saxony Capital Management
St. Louis,
Missouri
|
$1.21M
|
+$784K
|
+15,850
|
+187%
|
|
|
72
|
Fiducient Advisors
Chicago,
Illinois
|
$1.21M
|
–
|
–
|
–
|
|
|
73
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$1.11M
|
+$83.4K
|
+1,686
|
+8%
|
|
|
74
|
Greenline Wealth Management
Boca Raton,
Florida
|
$1.11M
|
+$1.1M
|
+22,232
|
New
|
|
|
75
|
Sittner & Nelson
Eugene,
Oregon
|
$1.09M
|
+$18.6K
|
+375
|
+2%
|
|
