|
51
|
Lantz Financial
Naperville,
Illinois
|
$2.45M
|
+$253K
|
+8,577
|
+12%
|
|
|
52
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$2.32M
|
+$2.22M
|
+75,314
|
New
|
|
|
53
|
Ergawealth Advisors
Oak Brook,
Illinois
|
$2.21M
|
+$1.69M
|
+57,193
|
+396%
|
|
|
54
|
Perennial Investment Advisors
Los Angeles,
California
|
$2.08M
|
+$207K
|
+7,013
|
+12%
|
|
|
55
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$2.07M
|
+$66.2K
|
+2,245
|
+3%
|
|
|
56
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$2.05M
|
+$1.32M
|
+44,765
|
+206%
|
|
|
57
|
Cary Street Partners
Richmond,
Virginia
|
$1.97M
|
-$67.3K
|
-2,282
|
-3%
|
|
|
58
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$1.86M
|
+$1.38M
|
+46,842
|
+354%
|
|
|
59
|
Clear Creek Financial Management
Silverdale,
Washington
|
$1.85M
|
+$73.4K
|
+2,487
|
+4%
|
|
|
60
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$1.8M
|
+$36.4K
|
+1,235
|
+2%
|
|
|
61
|
NavPoint Financial
Prior Lake,
Minnesota
|
$1.69M
|
+$460K
|
+15,609
|
+40%
|
|
|
62
|
Harbour Investments
Madison,
Wisconsin
|
$1.61M
|
+$277K
|
+9,378
|
+22%
|
|
|
63
|
Beta Wealth Group
San Diego,
California
|
$1.59M
|
-$5.47M
|
-185,479
|
-78%
|
|
|
64
|
GTS Securities
Miami,
Florida
|
$1.58M
|
+$274K
|
+9,286
|
+22%
|
|
|
65
|
Mendel Money Management
Northbrook,
Illinois
|
$1.47M
|
+$215K
|
+7,279
|
+18%
|
|
|
66
|
Steward Partners Investment Advisory
New York
|
$1.46M
|
+$168K
|
+5,685
|
+14%
|
|
|
67
|
Truist Financial
Charlotte,
North Carolina
|
$1.41M
|
+$954K
|
+32,345
|
+242%
|
|
|
68
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$1.4M
|
+$566K
|
+19,179
|
+74%
|
|
|
69
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.33M
|
+$814K
|
+27,592
|
+178%
|
|
|
70
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$1.29M
|
+$668K
|
+22,639
|
+118%
|
|
|
71
|
Stablepoint Partners
Braintree,
Massachusetts
|
$1.29M
|
+$66.7K
|
+2,260
|
+6%
|
|
|
72
|
Capital International Investors
Los Angeles,
California
|
$1.27M
|
+$17.7K
|
+601
|
+1%
|
|
|
73
|
Western Wealth Management
Golden,
Colorado
|
$1.23M
|
+$60.8K
|
+2,062
|
+5%
|
|
|
74
|
Independent Financial Group
San Diego,
California
|
$1.14M
|
+$687K
|
+23,281
|
+171%
|
|
|
75
|
A&I Financial Services
Lone Tree,
Colorado
|
$1.07M
|
+$158K
|
+5,355
|
+18%
|
|
