|
51
|
&Partners
Nashville,
Tennessee
|
$1.65M
|
+$663K
|
+6,595
|
+68%
|
|
|
52
|
Genesis Private Wealth
Ashburn,
Virginia
|
$1.6M
|
+$208K
|
+2,068
|
+15%
|
|
|
53
|
Atomi Financial Group
New York
|
$1.53M
|
+$879K
|
+8,737
|
+137%
|
|
|
54
|
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
$1.46M
|
+$65.4K
|
+650
|
+5%
|
|
|
55
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.45M
|
+$1.44M
|
+14,313
|
New
|
|
|
56
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.44M
|
-$25K
|
-249
|
-2%
|
|
|
57
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1.42M
|
-$68.8K
|
-684
|
-5%
|
|
|
58
|
Farther Finance Advisors
San Francisco,
California
|
$1.41M
|
+$251K
|
+2,498
|
+22%
|
|
|
59
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$1.39M
|
+$805
|
+8
|
+0.1%
|
|
|
60
|
Oppenheimer & Co
New York
|
$1.38M
|
-$735K
|
-7,309
|
-35%
|
|
|
61
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$1.37M
|
+$1.37M
|
+13,606
|
New
|
|
|
62
|
|
$1.36M
|
-$8.52M
|
-84,755
|
-86%
|
|
|
63
|
Sheridan Capital Management
San Rafael,
California
|
$1.21M
|
-$249K
|
-2,475
|
-17%
|
|
|
64
|
Stone Loft Wealth Management
West Chester,
Pennsylvania
|
$1.16M
|
+$15.8K
|
+157
|
+1%
|
|
|
65
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.12M
|
–
|
–
|
–
|
|
|
66
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.11M
|
–
|
–
|
–
|
|
|
67
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$1.1M
|
–
|
–
|
–
|
|
|
68
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$1.08M
|
–
|
–
|
–
|
|
|
69
|
Waverly Advisors
Birmingham,
Alabama
|
$1.06M
|
-$2.11K
|
-21
|
-0.2%
|
|
|
70
|
Alesco Advisors
Pittsford,
New York
|
$1.05M
|
+$320K
|
+3,185
|
+44%
|
|
|
71
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.05M
|
+$427K
|
+4,246
|
+69%
|
|
|
72
|
IAM Advisory
Easton,
Pennsylvania
|
$1.03M
|
+$12.4K
|
+123
|
+1%
|
|
|
73
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.02M
|
+$181K
|
+1,797
|
+22%
|
|
|
74
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.02M
|
–
|
–
|
–
|
|
|
75
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$1.02M
|
+$7.74K
|
+77
|
+0.8%
|
|
