|
51
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$494K
|
+$450K
|
+10,815
|
New
|
|
|
52
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$488K
|
–
|
–
|
–
|
|
|
53
|
Perennial Investment Advisors
Los Angeles,
California
|
$461K
|
+$421K
|
+10,108
|
New
|
|
|
54
|
Wealth Effects
Boston,
Massachusetts
|
$443K
|
+$5.2K
|
+125
|
+1%
|
|
|
55
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
$436K
|
+$398K
|
+9,561
|
New
|
|
|
56
|
IHT Wealth Management
Chicago,
Illinois
|
$368K
|
-$633K
|
-15,204
|
-65%
|
|
|
57
|
Prospect Financial Services
Melville,
New York
|
$363K
|
+$17K
|
+408
|
+5%
|
|
|
58
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$355K
|
-$32.4K
|
-778
|
-9%
|
|
|
59
|
Atria Investments
Charlotte,
North Carolina
|
$344K
|
-$92.5K
|
-2,223
|
-23%
|
|
|
60
|
Blue Rock Wealth Management
Winston-Salem,
North Carolina
|
$343K
|
+$312K
|
+7,505
|
New
|
|
|
61
|
Trek Financial
Scottsdale,
Arizona
|
$330K
|
+$301K
|
+7,226
|
New
|
|
|
62
|
Truist Financial
Charlotte,
North Carolina
|
$317K
|
+$289K
|
+6,955
|
New
|
|
|
63
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$315K
|
+$141K
|
+3,380
|
+96%
|
|
|
64
|
XML Financial
Bethesda,
Maryland
|
$302K
|
+$14.4K
|
+345
|
+5%
|
|
|
65
|
Whipplewood Advisors
Littleton,
Colorado
|
$281K
|
-$1.85M
|
-44,399
|
-88%
|
|
|
66
|
Snowden Capital Advisors
New York
|
$232K
|
+$212K
|
+5,085
|
New
|
|
|
67
|
Creative Financial Designs
Kokomo,
Indiana
|
$220K
|
–
|
–
|
–
|
|
|
68
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$219K
|
+$200K
|
+4,801
|
New
|
|
|
69
|
Impact Partnership Wealth
Marietta,
Georgia
|
$209K
|
+$191K
|
+4,582
|
New
|
|
|
70
|
Private Trust Company
Cleveland,
Ohio
|
$174K
|
-$150K
|
-3,608
|
-49%
|
|
|
71
|
Essential Investment Partners
Englewood,
Colorado
|
$147K
|
-$208
|
-5
|
-0.2%
|
|
|
72
|
WPG Advisers
Baltimore,
Maryland
|
$108K
|
+$98.2K
|
+2,360
|
New
|
|
|
73
|
Farther Finance Advisors
San Francisco,
California
|
$58.6K
|
–
|
–
|
–
|
|
|
74
|
Grove Bank & Trust
Miami,
Florida
|
$57.7K
|
–
|
–
|
–
|
|
|
75
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$42.9K
|
–
|
–
|
–
|
|
