|
51
|
MBL Wealth
Charlotte,
North Carolina
|
$660K
|
-$352K
|
-17,831
|
-36%
|
|
|
52
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$646K
|
-$14.6K
|
-738
|
-2%
|
|
|
53
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$632K
|
–
|
–
|
–
|
|
|
54
|
Hollencrest Capital Management
Newport Beach,
California
|
$628K
|
+$62.9K
|
+3,189
|
+12%
|
|
|
55
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$628K
|
+$62.9K
|
+3,189
|
+12%
|
|
|
56
|
Atomi Financial Group
New York
|
$627K
|
+$32.3K
|
+1,638
|
+6%
|
|
|
57
|
Perigon Wealth Management
San Francisco,
California
|
$626K
|
+$296
|
+15
|
+0%
|
|
|
58
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$617K
|
+$264K
|
+13,406
|
+80%
|
|
|
59
|
Bruce G. Allen Investments
Denver,
Colorado
|
$603K
|
-$54.6K
|
-2,766
|
-9%
|
|
|
60
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$600K
|
+$9.01K
|
+457
|
+2%
|
|
|
61
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$589K
|
–
|
–
|
–
|
|
|
62
|
Austin Asset Management
Austin,
Texas
|
$569K
|
–
|
–
|
–
|
|
|
63
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$553K
|
+$2.84K
|
+144
|
+0.5%
|
|
|
64
|
Geneos Wealth Management
Englewood,
Colorado
|
$546K
|
+$527K
|
+26,700
|
New
|
|
|
65
|
Veery Capital
Wilmington,
Delaware
|
$534K
|
-$1.16M
|
-59,022
|
-69%
|
|
|
66
|
Winthrop Capital Management
Carmel,
Indiana
|
$463K
|
–
|
–
|
–
|
|
|
67
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$425K
|
+$410K
|
+20,786
|
New
|
|
|
68
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$423K
|
–
|
–
|
–
|
|
|
69
|
Wealthspire Advisors (New York)
New York
|
$418K
|
–
|
–
|
–
|
|
|
70
|
Financial & Tax Architects
St Louis,
Missouri
|
$397K
|
-$17.8M
|
-904,393
|
-98%
|
|
|
71
|
D.A. Davidson & Co
Great Falls,
Montana
|
$391K
|
+$50.6K
|
+2,564
|
+15%
|
|
|
72
|
IHT Wealth Management
Chicago,
Illinois
|
$353K
|
-$58.4K
|
-2,959
|
-15%
|
|
|
73
|
Ancora Advisors
Cleveland,
Ohio
|
$298K
|
–
|
–
|
–
|
|
|
74
|
Wealth Group
Raleigh,
North Carolina
|
$283K
|
+$25.4K
|
+1,287
|
+10%
|
|
|
75
|
Callan Family Office
Radnor,
Pennsylvania
|
$278K
|
-$102K
|
-5,150
|
-28%
|
|
