|
51
|
Summit Wealth Partners
Orlando,
Florida
|
$3.75M
|
-$443K
|
-13,831
|
-10%
|
|
|
52
|
Rise Advisors
Rochester,
New York
|
$3.74M
|
-$279K
|
-8,704
|
-7%
|
|
|
53
|
Defined Financial Planning
San Rafael,
California
|
$3.72M
|
+$3.91M
|
+122,202
|
New
|
|
|
54
|
Fermata Advisors
Sonoma,
California
|
$3.6M
|
-$185K
|
-5,775
|
-5%
|
|
|
55
|
|
$3.54M
|
-$8.73M
|
-272,453
|
-70%
|
|
|
56
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.52M
|
+$4.61K
|
+144
|
+0.1%
|
|
|
57
|
Bank of New York Mellon
New York
|
$3.42M
|
+$543K
|
+16,942
|
+18%
|
|
|
58
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.15M
|
-$1.38M
|
-43,080
|
-29%
|
|
|
59
|
SK Wealth Management
Providence,
Rhode Island
|
$3.04M
|
+$12.4K
|
+387
|
+0.4%
|
|
|
60
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$2.75M
|
+$174K
|
+5,441
|
+6%
|
|
|
61
|
Insight Advisors
Newtown,
Pennsylvania
|
$2.67M
|
+$182K
|
+5,686
|
+7%
|
|
|
62
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$2.55M
|
-$161K
|
-5,027
|
-6%
|
|
|
63
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$2.5M
|
+$9.19K
|
+287
|
+0.4%
|
|
|
64
|
|
$2.39M
|
-$63.6M
|
-1,984,408
|
-96%
|
|
|
65
|
Old Mission Capital
Chicago,
Illinois
|
$2.31M
|
-$19.6M
|
-612,543
|
-89%
|
|
|
66
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$2.23M
|
+$65.4K
|
+2,043
|
+3%
|
|
|
67
|
Avantax Advisory Services
Dallas,
Texas
|
$2.15M
|
+$8.26K
|
+258
|
+0.4%
|
|
|
68
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.09M
|
-$2.95M
|
-92,092
|
-57%
|
|
|
69
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.88M
|
+$1.97M
|
+61,594
|
New
|
|
|
70
|
Yoder Wealth Management
Walnut Creek,
California
|
$1.85M
|
-$41.5K
|
-1,297
|
-2%
|
|
|
71
|
Leo Wealth LLC
Hurst,
Texas
|
$1.79M
|
+$36.6K
|
+1,144
|
+2%
|
|
|
72
|
Armis Advisers
Atlanta,
Georgia
|
$1.57M
|
+$1.65M
|
+51,501
|
New
|
|
|
73
|
Prudential Financial
Newark,
New Jersey
|
$1.55M
|
-$106K
|
-3,314
|
-6%
|
|
|
74
|
Drive Wealth Management
Lehi,
Utah
|
$1.53M
|
+$35.1K
|
+1,096
|
+2%
|
|
|
75
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$1.5M
|
+$12.6K
|
+393
|
+0.8%
|
|
