|
51
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$1.31M
|
+$1.33M
|
+10,749
|
New
|
|
|
52
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$1.28M
|
–
|
–
|
–
|
|
|
53
|
Roundview Capital
Princeton,
New Jersey
|
$1.24M
|
–
|
–
|
–
|
|
|
54
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.21M
|
-$30.9K
|
-249
|
-2%
|
|
|
55
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.03M
|
+$17.5K
|
+141
|
+2%
|
|
|
56
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.01M
|
+$91.7K
|
+740
|
+10%
|
|
|
57
|
Stifel Financial
St. Louis,
Missouri
|
$996K
|
+$868
|
+7
|
+0.1%
|
|
|
58
|
Tobias Financial Advisors
Plantation,
Florida
|
$954K
|
–
|
–
|
–
|
|
|
59
|
Truist Financial
Charlotte,
North Carolina
|
$952K
|
+$126K
|
+1,020
|
+15%
|
|
|
60
|
Atria Wealth Solutions
New York
|
$943K
|
+$487K
|
+3,925
|
+103%
|
|
|
61
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$872K
|
–
|
–
|
–
|
|
|
62
|
Mercer Investments
Boston,
Massachusetts
|
$858K
|
+$12.3K
|
+99
|
+1%
|
|
|
63
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$827K
|
-$4.71K
|
-38
|
-0.6%
|
|
|
64
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$788K
|
-$80.8K
|
-652
|
-9%
|
|
|
65
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$772K
|
-$16.9M
|
-136,605
|
-96%
|
|
|
66
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$750K
|
+$10.8K
|
+87
|
+1%
|
|
|
67
|
Freedom Investment Management
Hartford,
Connecticut
|
$711K
|
-$6.2K
|
-50
|
-0.8%
|
|
|
68
|
Vance Wealth
Santa Clarita,
California
|
$703K
|
-$184K
|
-1,485
|
-20%
|
|
|
69
|
Bremer Bank National Association
St Paul,
Minnesota
|
$683K
|
–
|
–
|
–
|
|
|
70
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$620K
|
+$28.6K
|
+231
|
+5%
|
|
|
71
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$606K
|
+$198K
|
+1,597
|
+47%
|
|
|
72
|
HC Advisors
Sandy Springs,
Georgia
|
$583K
|
+$128K
|
+1,031
|
+27%
|
|
|
73
|
FourThought Financial Partners
Venice,
Florida
|
$542K
|
+$552K
|
+4,451
|
New
|
|
|
74
|
Citadel Advisors
Miami,
Florida
|
$539K
|
-$3.63M
|
-29,278
|
-87%
|
|
|
75
|
Vawter Financial
Columbus,
Ohio
|
$530K
|
+$539K
|
+4,350
|
New
|
|
