|
26
|
Blume Capital Management
Berkeley,
California
|
$8.85M
|
+$6.6K
|
+200
|
+0.1%
|
|
|
27
|
Truist Financial
Charlotte,
North Carolina
|
$8.52M
|
-$21.2K
|
-643
|
-0.3%
|
|
|
28
|
von Borstel & Associates
The Dalles,
Oregon
|
$8.5M
|
-$117K
|
-3,556
|
-1%
|
|
|
29
|
|
$7.58M
|
+$174K
|
+5,265
|
+2%
|
|
|
30
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$7.45M
|
+$34.2K
|
+1,036
|
+0.5%
|
|
|
31
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$7.06M
|
-$541K
|
-16,408
|
-7%
|
|
|
32
|
Vise Technologies
New York
|
$6.76M
|
+$6.4M
|
+194,079
|
+3,022%
|
|
|
33
|
Cordant Inc
Portland,
Oregon
|
$6.67M
|
+$1.02M
|
+30,809
|
+18%
|
|
|
34
|
Tortoise Investment Management
White Plains,
New York
|
$6.56M
|
+$154K
|
+4,658
|
+2%
|
|
|
35
|
Waverly Advisors
Birmingham,
Alabama
|
$6.48M
|
+$26.6K
|
+805
|
+0.4%
|
|
|
36
|
SPWM Advisors
Traverse City,
Michigan
|
$6.38M
|
+$6.24M
|
+189,228
|
New
|
|
|
37
|
Estate Counselors
Thiensville,
Wisconsin
|
$6.21M
|
+$94.5K
|
+2,865
|
+2%
|
|
|
38
|
Sterling Financial Planning
Sparta,
New Jersey
|
$6.07M
|
+$62.5K
|
+1,895
|
+1%
|
|
|
39
|
Root Financial Partners
Encinitas,
California
|
$6.01M
|
-$2.67M
|
-80,964
|
-31%
|
|
|
40
|
Mills Wealth Advisors
Southlake,
Texas
|
$5.63M
|
+$252K
|
+7,631
|
+5%
|
|
|
41
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$5.48M
|
+$166K
|
+5,018
|
+3%
|
|
|
42
|
United Wealth Management
Charlottesville,
Virginia
|
$5.38M
|
+$165K
|
+5,008
|
+3%
|
|
|
43
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.2M
|
-$261K
|
-7,908
|
-5%
|
|
|
44
|
Timonier Family Office
Winston Salem,
North Carolina
|
$5.08M
|
+$51.3K
|
+1,555
|
+1%
|
|
|
45
|
Breakwater Capital Group
Paramus,
New Jersey
|
$5.07M
|
+$85.1K
|
+2,580
|
+2%
|
|
|
46
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$5.07M
|
+$805K
|
+24,394
|
+19%
|
|
|
47
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.87M
|
-$163K
|
-4,937
|
-3%
|
|
|
48
|
Financially in Tune
Stoneham,
Massachusetts
|
$4.53M
|
+$4.43M
|
+134,302
|
New
|
|
|
49
|
Maryland Capital Advisors
Chester,
Maryland
|
$4.49M
|
+$23.7K
|
+720
|
+0.5%
|
|
|
50
|
Integrity Advisory Solutions
Dallas,
Texas
|
$4.45M
|
+$385K
|
+11,671
|
+10%
|
|
