|
51
|
Axxcess Wealth Management
Carlsbad,
California
|
$5.32M
|
-$163K
|
-2,199
|
-3%
|
|
|
52
|
MML Investors Services
Springfield,
Massachusetts
|
$5.25M
|
-$1.87M
|
-25,221
|
-24%
|
|
|
53
|
Truist Financial
Charlotte,
North Carolina
|
$5.11M
|
-$287K
|
-3,863
|
-5%
|
|
|
54
|
NBZ Investment Advisors
Knoxville,
Tennessee
|
$4.95M
|
-$37K
|
-499
|
-0.7%
|
|
|
55
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$4.8M
|
-$9.13K
|
-123
|
-0.2%
|
|
|
56
|
Ausdal Financial Partners
Davenport,
Iowa
|
$4.56M
|
+$209K
|
+2,813
|
+4%
|
|
|
57
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.55M
|
-$9.18M
|
-123,761
|
-65%
|
|
|
58
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$4.48M
|
-$5M
|
-67,449
|
-50%
|
|
|
59
|
Kestra Private Wealth Services
Austin,
Texas
|
$4.38M
|
-$215K
|
-2,904
|
-4%
|
|
|
60
|
EFG International
Zurich,
|
$4.34M
|
+$163K
|
+2,200
|
+4%
|
|
|
61
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$4.34M
|
+$4.76M
|
+64,159
|
New
|
|
|
62
|
Maven Securities
St Helier,
Jersey
|
$4.19M
|
–
|
–
|
–
|
|
|
63
|
Variant Private Wealth
Tysons,
Virginia
|
$3.7M
|
-$1.19K
|
-16
|
-0%
|
|
|
64
|
Arbor Capital Management (Alaska)
Anchorage,
Alaska
|
$3.65M
|
+$281K
|
+3,793
|
+8%
|
|
|
65
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$3.59M
|
-$9.5K
|
-128
|
-0.2%
|
|
|
66
|
|
$3.56M
|
+$1.77M
|
+23,814
|
+83%
|
|
|
67
|
Millennium Management
New York
|
$3.52M
|
+$2.55M
|
+34,427
|
+196%
|
|
|
68
|
|
$3.38M
|
-$12.7M
|
-170,900
|
-77%
|
|
|
69
|
Blue Trust Inc
Alpharetta,
Georgia
|
$3.31M
|
-$595K
|
-8,020
|
-14%
|
|
|
70
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$3.27M
|
–
|
–
|
–
|
|
|
71
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$2.98M
|
+$1.63M
|
+21,917
|
+99%
|
|
|
72
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$2.96M
|
+$192K
|
+2,590
|
+6%
|
|
|
73
|
Madison Park Capital Advisors
Seattle,
Washington
|
$2.9M
|
-$77.1K
|
-1,039
|
-2%
|
|
|
74
|
IHT Wealth Management
Chicago,
Illinois
|
$2.89M
|
-$53.2K
|
-717
|
-2%
|
|
|
75
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.89M
|
+$2.17M
|
+29,251
|
+218%
|
|
