|
51
|
Mather Group
Chicago,
Illinois
|
$3.2M
|
-$8.6M
|
-181,995
|
-73%
|
|
|
52
|
US Bancorp
Minneapolis,
Minnesota
|
$3.17M
|
+$2.06M
|
+43,533
|
+199%
|
|
|
53
|
Bank of America
Charlotte,
North Carolina
|
$3.01M
|
+$769K
|
+16,290
|
+36%
|
|
|
54
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.8M
|
+$314K
|
+6,642
|
+13%
|
|
|
55
|
Relative Value Partners Group
|
$2.49M
|
-$1.83M
|
-38,782
|
-43%
|
|
|
56
|
Helen Stephens Group
Fort Worth,
Texas
|
$2.37M
|
+$579K
|
+12,265
|
+33%
|
|
|
57
|
Sage Rhino Capital
Menlo Park,
California
|
$2.36M
|
-$102K
|
-2,156
|
-4%
|
|
|
58
|
Liberty Capital Management
Birmingham,
Michigan
|
$2.32M
|
-$77.7K
|
-1,644
|
-3%
|
|
|
59
|
Private Advisor Group
Morristown,
New Jersey
|
$2.26M
|
+$762K
|
+16,130
|
+53%
|
|
|
60
|
Landmark Wealth Management (New York)
Melville,
New York
|
$2.22M
|
-$186K
|
-3,944
|
-8%
|
|
|
61
|
Integrity Wealth Solutions
Denver,
Colorado
|
$2.13M
|
+$2.07M
|
+43,853
|
New
|
|
|
62
|
Truist Financial
Charlotte,
North Carolina
|
$1.95M
|
+$399K
|
+8,443
|
+27%
|
|
|
63
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$1.91M
|
+$1.86M
|
+39,397
|
New
|
|
|
64
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.82M
|
+$42.6K
|
+901
|
+2%
|
|
|
65
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.78M
|
-$594K
|
-12,574
|
-25%
|
|
|
66
|
Blume Capital Management
Berkeley,
California
|
$1.7M
|
+$9.45K
|
+200
|
+0.6%
|
|
|
67
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$1.65M
|
+$471K
|
+9,975
|
+42%
|
|
|
68
|
Forum Financial Management
Lombard,
Illinois
|
$1.58M
|
-$622K
|
-13,178
|
-29%
|
|
|
69
|
Elevate Wealth Advisory
Athens,
Georgia
|
$1.54M
|
+$1.5M
|
+31,786
|
New
|
|
|
70
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.52M
|
-$201K
|
-4,254
|
-12%
|
|
|
71
|
Shearwater Capital
Denver,
Colorado
|
$1.48M
|
-$8.41K
|
-178
|
-0.6%
|
|
|
72
|
Park Avenue Securities
New York
|
$1.43M
|
+$9.59K
|
+203
|
+0.7%
|
|
|
73
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$1.36M
|
-$8.29M
|
-175,511
|
-86%
|
|
|
74
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$1.33M
|
+$1.29M
|
+27,331
|
New
|
|
|
75
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$1.3M
|
-$380K
|
-8,047
|
-23%
|
|
