|
51
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$1.67M
|
+$1.62M
|
+34,209
|
New
|
|
|
52
|
Blume Capital Management
Berkeley,
California
|
$1.62M
|
+$1.47M
|
+31,205
|
+1,178%
|
|
|
53
|
Allworth Financial
Folsom,
California
|
$1.5M
|
+$1.48M
|
+31,362
|
New
|
|
|
54
|
Truist Financial
Charlotte,
North Carolina
|
$1.48M
|
+$949K
|
+20,089
|
+183%
|
|
|
55
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$1.39M
|
-$799K
|
-16,915
|
-37%
|
|
|
56
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.27M
|
+$1.05M
|
+22,144
|
+511%
|
|
|
57
|
Park Avenue Securities
New York
|
$1.19M
|
+$142
|
+3
|
+0%
|
|
|
58
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$1.11M
|
+$215K
|
+4,551
|
+24%
|
|
|
59
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$1.09M
|
+$60.5K
|
+1,281
|
+6%
|
|
|
60
|
US Bancorp
Minneapolis,
Minnesota
|
$1.04M
|
+$782K
|
+16,541
|
+312%
|
|
|
61
|
Five Oceans Advisors
Santa Monica,
California
|
$1.04M
|
-$46.3K
|
-979
|
-4%
|
|
|
62
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$1.03M
|
+$1.02M
|
+21,600
|
New
|
|
|
63
|
Pathstone Family Office
Englewood,
New Jersey
|
$1.03M
|
-$35.6M
|
-754,059
|
-97%
|
|
|
64
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.02M
|
+$133K
|
+2,821
|
+15%
|
|
|
65
|
Triune Financial Partners
Overland Park,
Kansas
|
$1.02M
|
+$1.01M
|
+21,275
|
New
|
|
|
66
|
Silicon Hills Wealth Management
Austin,
Texas
|
$1.02M
|
+$1M
|
+21,240
|
New
|
|
|
67
|
Shearwater Capital
Denver,
Colorado
|
$936K
|
+$226K
|
+4,792
|
+32%
|
|
|
68
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$928K
|
+$45.1K
|
+955
|
+5%
|
|
|
69
|
Private Advisor Group
Morristown,
New Jersey
|
$897K
|
-$716K
|
-15,156
|
-26%
|
|
|
70
|
Soundmark Wealth Management
Kirkland,
Washington
|
$884K
|
–
|
–
|
–
|
|
|
71
|
Facet Wealth Inc
Baltimore,
Maryland
|
$758K
|
+$7.75K
|
+164
|
+1%
|
|
|
72
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$744K
|
+$163K
|
+3,454
|
+29%
|
|
|
73
|
Wealthstream Advisors
New York
|
$698K
|
–
|
–
|
–
|
|
|
74
|
Disciplined Investments
Tulsa,
Oklahoma
|
$654K
|
+$530K
|
+11,220
|
+455%
|
|
|
75
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$626K
|
+$216K
|
+4,575
|
+54%
|
|
