|
51
|
Landmark Wealth Management (New York)
Melville,
New York
|
$2.04M
|
-$323K
|
-6,761
|
-14%
|
|
|
52
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.99M
|
+$2M
|
+41,856
|
New
|
|
|
53
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$1.94M
|
-$147K
|
-3,080
|
-7%
|
|
|
54
|
Helen Stephens Group
Fort Worth,
Texas
|
$1.77M
|
-$615K
|
-12,867
|
-26%
|
|
|
55
|
Spinnaker Investment Group
Newport Beach,
California
|
$1.66M
|
+$1.22M
|
+25,539
|
+277%
|
|
|
56
|
Blume Capital Management
Berkeley,
California
|
$1.64M
|
+$15.3K
|
+320
|
+0.9%
|
|
|
57
|
Shearwater Capital
Denver,
Colorado
|
$1.48M
|
+$378K
|
+7,899
|
+34%
|
|
|
58
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.47M
|
+$143K
|
+2,988
|
+11%
|
|
|
59
|
Truist Financial
Charlotte,
North Carolina
|
$1.42M
|
-$12.7K
|
-266
|
-0.9%
|
|
|
60
|
Park Avenue Securities
New York
|
$1.35M
|
+$132K
|
+2,751
|
+11%
|
|
|
61
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$1.29M
|
+$48
|
+1
|
+0%
|
|
|
62
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$1.26M
|
+$228K
|
+4,765
|
+22%
|
|
|
63
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.24M
|
+$224K
|
+4,685
|
+22%
|
|
|
64
|
Evanson Asset Management
Carmel,
California
|
$1.08M
|
+$1.09M
|
+22,701
|
New
|
|
|
65
|
US Bancorp
Minneapolis,
Minnesota
|
$1.04M
|
–
|
–
|
–
|
|
|
66
|
Bank of America
Charlotte,
North Carolina
|
$1.02M
|
+$414K
|
+8,647
|
+67%
|
|
|
67
|
Disciplined Investments
Tulsa,
Oklahoma
|
$978K
|
+$206K
|
+4,310
|
+27%
|
|
|
68
|
Old Mission Capital
Chicago,
Illinois
|
$960K
|
-$889K
|
-18,583
|
-48%
|
|
|
69
|
Safeguard Investment Advisory Group
Corona,
California
|
$940K
|
+$313K
|
+6,543
|
+50%
|
|
|
70
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$935K
|
+$224K
|
+4,680
|
+31%
|
|
|
71
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$914K
|
-$80.6K
|
-1,685
|
-8%
|
|
|
72
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$909K
|
+$212K
|
+4,424
|
+30%
|
|
|
73
|
Soundmark Wealth Management
Kirkland,
Washington
|
$881K
|
–
|
–
|
–
|
|
|
74
|
Flow Traders U.S.
New York
|
$802K
|
-$37.4K
|
-782
|
-4%
|
|
|
75
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$795K
|
+$15.8K
|
+330
|
+2%
|
|
