|
51
|
Old Mission Capital
Chicago,
Illinois
|
$1.87M
|
-$4.41M
|
-91,822
|
-70%
|
|
|
52
|
Blume Capital Management
Berkeley,
California
|
$1.65M
|
+$13.9K
|
+290
|
+0.9%
|
|
|
53
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$1.47M
|
-$180K
|
-3,737
|
-11%
|
|
|
54
|
Truist Financial
Charlotte,
North Carolina
|
$1.46M
|
-$42.6K
|
-885
|
-3%
|
|
|
55
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$1.35M
|
+$415K
|
+8,630
|
+44%
|
|
|
56
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.35M
|
+$1.02M
|
+21,180
|
+317%
|
|
|
57
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$1.31M
|
+$211K
|
+4,387
|
+19%
|
|
|
58
|
Allworth Financial
Folsom,
California
|
$1.28M
|
-$238K
|
-4,941
|
-16%
|
|
|
59
|
Park Avenue Securities
New York
|
$1.24M
|
+$33.4K
|
+695
|
+3%
|
|
|
60
|
|
$1.22M
|
-$3.01M
|
-62,608
|
-71%
|
|
|
61
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$1.22M
|
+$178K
|
+3,700
|
+17%
|
|
|
62
|
Shearwater Capital
Denver,
Colorado
|
$1.12M
|
+$174K
|
+3,615
|
+18%
|
|
|
63
|
US Bancorp
Minneapolis,
Minnesota
|
$1.06M
|
–
|
–
|
–
|
|
|
64
|
Five Oceans Advisors
Santa Monica,
California
|
$1.05M
|
–
|
–
|
–
|
|
|
65
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$1.04M
|
-$80.4K
|
-1,672
|
-7%
|
|
|
66
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.03M
|
+$1.03M
|
+21,366
|
New
|
|
|
67
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$1.01M
|
-$397K
|
-8,261
|
-28%
|
|
|
68
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.01M
|
-$25.3K
|
-526
|
-2%
|
|
|
69
|
Wealthstream Advisors
New York
|
$991K
|
+$284K
|
+5,906
|
+40%
|
|
|
70
|
Western Wealth Management
Golden,
Colorado
|
$906K
|
+$450K
|
+9,354
|
+100%
|
|
|
71
|
Soundmark Wealth Management
Kirkland,
Washington
|
$893K
|
–
|
–
|
–
|
|
|
72
|
Flow Traders U.S.
New York
|
$851K
|
+$847K
|
+17,620
|
New
|
|
|
73
|
Disciplined Investments
Tulsa,
Oklahoma
|
$784K
|
+$122K
|
+2,531
|
+18%
|
|
|
74
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$783K
|
+$38.9K
|
+809
|
+5%
|
|
|
75
|
Facet Wealth Inc
Baltimore,
Maryland
|
$761K
|
+$3.13K
|
+65
|
+0.4%
|
|
