|
51
|
Modera Wealth Management
Westwood,
New Jersey
|
$503K
|
+$517K
|
+20,470
|
New
|
|
|
52
|
Level Financial Advisors
East Amherst,
New York
|
$440K
|
+$453K
|
+17,940
|
New
|
|
|
53
|
WealthSource Partners
San Luis Obispo,
California
|
$432K
|
+$444K
|
+17,588
|
New
|
|
|
54
|
Evanson Asset Management
Carmel,
California
|
$375K
|
+$386K
|
+15,262
|
New
|
|
|
55
|
Meritas Wealth Management
Larkspur,
California
|
$290K
|
+$80.5K
|
+3,187
|
+37%
|
|
|
56
|
WorthPointe
La Jolla,
California
|
$280K
|
–
|
–
|
–
|
|
|
57
|
NWAM LLC
Mercer Island,
Washington
|
$256K
|
+$263K
|
+10,424
|
New
|
|
|
58
|
Truist Financial
Charlotte,
North Carolina
|
$251K
|
+$258K
|
+10,229
|
New
|
|
|
59
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$111K
|
+$114K
|
+4,513
|
New
|
|
|
60
|
Ruedi Wealth Management
Champaign,
Illinois
|
$109K
|
+$108K
|
+4,255
|
+2,239%
|
|
|
61
|
Larson Financial Group
St Louis,
Missouri
|
$63.1K
|
+$20.6K
|
+814
|
+46%
|
|
|
62
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$52.6K
|
+$32K
|
+1,266
|
+145%
|
|
|
63
|
Red Lighthouse Investment Management
New York
|
$48.3K
|
+$14.4K
|
+569
|
+41%
|
|
|
64
|
Colonial Trust
Spartanburg,
South Carolina
|
$25.3K
|
+$8.56K
|
+339
|
+49%
|
|
|
65
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$20.3K
|
+$20.9K
|
+827
|
New
|
|
|
66
|
Disciplined Investments
Tulsa,
Oklahoma
|
$10.5K
|
+$10.8K
|
+428
|
New
|
|
|
67
|
|
$8.59K
|
+$8.84K
|
+350
|
New
|
|
|
68
|
Belpointe Asset Management
Reno,
Nevada
|
$1.03K
|
–
|
–
|
–
|
|
|
69
|
Abacus Wealth Partners
Santa Monica,
California
|
–
|
-$4.64M
|
-190,207
|
Closed
|
|
|
70
|
Citadel Advisors
Miami,
Florida
|
–
|
-$421K
|
-17,258
|
Closed
|
|
|
71
|
Quarry Hill Advisors
St Paul,
Minnesota
|
–
|
-$338K
|
-13,843
|
Closed
|
|
