|
51
|
New England Capital Financial Advisors
Meriden,
Connecticut
|
$3.6M
|
+$22.2K
|
+711
|
+0.7%
|
|
|
52
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$3.41M
|
-$6.15K
|
-197
|
-0.2%
|
|
|
53
|
Sebold Capital Management
Lisle,
Illinois
|
$3.4M
|
-$139K
|
-4,447
|
-4%
|
|
|
54
|
First National Corp
Rockland,
Massachusetts
|
$3.38M
|
+$90.5K
|
+2,897
|
+3%
|
|
|
55
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.25M
|
+$1.88M
|
+60,275
|
+173%
|
|
|
56
|
Mason & Associates (California)
Los Angeles,
California
|
$3.09M
|
+$78.9K
|
+2,528
|
+3%
|
|
|
57
|
Focus Financial Network
Minneapolis,
Minnesota
|
$3.09M
|
+$93.1K
|
+2,980
|
+3%
|
|
|
58
|
Creative Planning
Overland Park,
Kansas
|
$3.08M
|
-$9.9K
|
-317
|
-0.4%
|
|
|
59
|
Watershed Private Wealth
Oak Brook,
Illinois
|
$2.75M
|
-$2.4M
|
-77,009
|
-49%
|
|
|
60
|
Prospera Financial Services
Dallas,
Texas
|
$2.74M
|
+$73.6K
|
+2,358
|
+3%
|
|
|
61
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$2.71M
|
-$67K
|
-2,147
|
-3%
|
|
|
62
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.6M
|
-$90.9K
|
-2,912
|
-4%
|
|
|
63
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$2.44M
|
-$1.13M
|
-36,100
|
-34%
|
|
|
64
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$2.3M
|
-$751K
|
-24,034
|
-27%
|
|
|
65
|
Rockefeller Capital Management
New York
|
$2.27M
|
+$378K
|
+12,095
|
+22%
|
|
|
66
|
Quadcap Wealth Management
Frisco,
Texas
|
$1.99M
|
+$72.4K
|
+2,318
|
+4%
|
|
|
67
|
United Advisor Group
Cincinnati,
Ohio
|
$1.9M
|
+$278K
|
+8,914
|
+19%
|
|
|
68
|
Wells Fargo
San Francisco,
California
|
$1.88M
|
+$330K
|
+10,557
|
+24%
|
|
|
69
|
Kestra Advisory Services
Austin,
Texas
|
$1.87M
|
+$488K
|
+15,626
|
+40%
|
|
|
70
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.86M
|
-$1.27M
|
-40,788
|
-43%
|
|
|
71
|
Eastern Bank
Boston,
Massachusetts
|
$1.84M
|
-$230K
|
-7,350
|
-12%
|
|
|
72
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$1.75M
|
-$1.38M
|
-44,175
|
-46%
|
|
|
73
|
SoundView Advisors
Olympia,
Washington
|
$1.62M
|
+$13.5K
|
+431
|
+0.9%
|
|
|
74
|
Belpointe Asset Management
Reno,
Nevada
|
$1.54M
|
+$1.41M
|
+45,048
|
New
|
|
|
75
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$1.54M
|
+$1.41M
|
+45,048
|
New
|
|
