|
26
|
Blume Capital Management
Berkeley,
California
|
$6.95M
|
+$422K
|
+15,695
|
+7%
|
|
|
27
|
Financial Architects (Georgia)
Woodstock,
Georgia
|
$6.86M
|
+$153K
|
+5,685
|
+2%
|
|
|
28
|
Truist Financial
Charlotte,
North Carolina
|
$6.85M
|
+$28.6K
|
+1,066
|
+0.4%
|
|
|
29
|
von Borstel & Associates
The Dalles,
Oregon
|
$6.62M
|
+$1.53M
|
+56,846
|
+30%
|
|
|
30
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$5.93M
|
+$58.1K
|
+2,164
|
+1%
|
|
|
31
|
Aveo Capital Partners
Englewood,
Colorado
|
$5.74M
|
-$1.17M
|
-43,448
|
-17%
|
|
|
32
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$5.49M
|
+$506K
|
+18,827
|
+10%
|
|
|
33
|
|
$5.43M
|
+$1.97M
|
+73,299
|
+58%
|
|
|
34
|
Waverly Advisors
Birmingham,
Alabama
|
$5.36M
|
-$22.8K
|
-849
|
-0.4%
|
|
|
35
|
Cordant Inc
Portland,
Oregon
|
$4.91M
|
+$240K
|
+8,917
|
+5%
|
|
|
36
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$4.76M
|
+$130K
|
+4,851
|
+3%
|
|
|
37
|
Sterling Financial Planning
Sparta,
New Jersey
|
$4.75M
|
+$565K
|
+21,030
|
+14%
|
|
|
38
|
Tortoise Investment Management
White Plains,
New York
|
$4.38M
|
+$714K
|
+26,596
|
+20%
|
|
|
39
|
Breakwater Capital Group
Paramus,
New Jersey
|
$4.23M
|
+$173K
|
+6,455
|
+4%
|
|
|
40
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.09M
|
-$357K
|
-13,296
|
-8%
|
|
|
41
|
United Wealth Management
Charlottesville,
Virginia
|
$4.04M
|
+$680K
|
+25,330
|
+20%
|
|
|
42
|
Corient Private Wealth
Miami,
Florida
|
$3.78M
|
+$306K
|
+11,385
|
+9%
|
|
|
43
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.55M
|
-$547K
|
-20,373
|
-13%
|
|
|
44
|
Mills Wealth Advisors
Southlake,
Texas
|
$3.52M
|
+$398K
|
+14,828
|
+13%
|
|
|
45
|
Timonier Family Office
Winston Salem,
North Carolina
|
$3.42M
|
+$552K
|
+20,535
|
+19%
|
|
|
46
|
Maryland Capital Advisors
Chester,
Maryland
|
$3.31M
|
+$346K
|
+12,883
|
+12%
|
|
|
47
|
Pathstone Holdings
Englewood,
New Jersey
|
$3.28M
|
+$67.3K
|
+2,505
|
+2%
|
|
|
48
|
Savant Capital
Rockford,
Illinois
|
$2.77M
|
-$2.08M
|
-77,393
|
-43%
|
|
|
49
|
Family Investment Center
Saint Joseph,
Missouri
|
$2.73M
|
-$7.08M
|
-263,599
|
-72%
|
|
|
50
|
Integrity Alliance
Urbandale,
Iowa
|
$2.71M
|
+$2.69M
|
+100,169
|
New
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