|
51
|
Landmark Wealth Management (New York)
Melville,
New York
|
$2.31M
|
+$324K
|
+6,848
|
+16%
|
|
|
52
|
Liberty Capital Management
Birmingham,
Michigan
|
$2.3M
|
–
|
–
|
–
|
|
|
53
|
Baker Avenue Asset Management
San Francisco,
California
|
$2.29M
|
+$1.1M
|
+23,310
|
+89%
|
|
|
54
|
Bank of America
Charlotte,
North Carolina
|
$2.13M
|
+$1.15M
|
+24,321
|
+113%
|
|
|
55
|
Forum Financial Management
Lombard,
Illinois
|
$2.12M
|
-$145K
|
-3,067
|
-6%
|
|
|
56
|
Evanson Asset Management
Carmel,
California
|
$1.99M
|
+$950K
|
+20,074
|
+88%
|
|
|
57
|
Spinnaker Investment Group
Newport Beach,
California
|
$1.93M
|
+$320K
|
+6,761
|
+19%
|
|
|
58
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.75M
|
+$1.78M
|
+37,698
|
New
|
|
|
59
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.7M
|
+$275K
|
+5,823
|
+19%
|
|
|
60
|
Helen Stephens Group
Fort Worth,
Texas
|
$1.7M
|
-$21K
|
-443
|
-1%
|
|
|
61
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.65M
|
-$300K
|
-6,337
|
-15%
|
|
|
62
|
Blume Capital Management
Berkeley,
California
|
$1.62M
|
+$21.6K
|
+457
|
+1%
|
|
|
63
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$1.62M
|
-$279K
|
-5,893
|
-14%
|
|
|
64
|
Burton Enright Welch
Walnut Creek,
California
|
$1.52M
|
+$1.55M
|
+32,800
|
New
|
|
|
65
|
Truist Financial
Charlotte,
North Carolina
|
$1.48M
|
+$90.2K
|
+1,906
|
+6%
|
|
|
66
|
Shearwater Capital
Denver,
Colorado
|
$1.43M
|
-$18K
|
-381
|
-1%
|
|
|
67
|
Private Advisor Group
Morristown,
New Jersey
|
$1.42M
|
-$911K
|
-19,252
|
-39%
|
|
|
68
|
Park Avenue Securities
New York
|
$1.36M
|
+$41.6K
|
+880
|
+3%
|
|
|
69
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$1.2M
|
-$23K
|
-487
|
-2%
|
|
|
70
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$1.16M
|
-$107K
|
-2,266
|
-8%
|
|
|
71
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$1.12M
|
+$232K
|
+4,913
|
+26%
|
|
|
72
|
|
$1.05M
|
-$2.78M
|
-58,797
|
-72%
|
|
|
73
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.03M
|
+$1.05M
|
+22,195
|
New
|
|
|
74
|
US Bancorp
Minneapolis,
Minnesota
|
$1.01M
|
–
|
–
|
–
|
|
|
75
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$1M
|
+$1.02M
|
+21,556
|
New
|
|
