|
51
|
Mather Group
Chicago,
Illinois
|
$3.2M
|
–
|
–
|
–
|
|
|
52
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$3.13M
|
-$1.98M
|
-40,924
|
-39%
|
|
|
53
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.95M
|
+$171K
|
+3,537
|
+6%
|
|
|
54
|
US Bancorp
Minneapolis,
Minnesota
|
$2.8M
|
-$350K
|
-7,248
|
-11%
|
|
|
55
|
Relative Value Partners Group
|
$2.49M
|
+$48
|
+1
|
+0%
|
|
|
56
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$2.45M
|
+$1.45M
|
+30,030
|
+143%
|
|
|
57
|
Sage Rhino Capital
Menlo Park,
California
|
$2.42M
|
+$84.7K
|
+1,755
|
+4%
|
|
|
58
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.42M
|
+$2.03M
|
+42,112
|
+519%
|
|
|
59
|
Landmark Wealth Management (New York)
Melville,
New York
|
$2.31M
|
+$106K
|
+2,195
|
+5%
|
|
|
60
|
Liberty Capital Management
Birmingham,
Michigan
|
$2.27M
|
-$34.4K
|
-713
|
-1%
|
|
|
61
|
Truist Financial
Charlotte,
North Carolina
|
$2.07M
|
+$132K
|
+2,741
|
+7%
|
|
|
62
|
Helen Stephens Group
Fort Worth,
Texas
|
$2.04M
|
-$313K
|
-6,476
|
-13%
|
|
|
63
|
Integrity Wealth Solutions
Denver,
Colorado
|
$2.02M
|
-$85.3K
|
-1,767
|
-4%
|
|
|
64
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.96M
|
+$158K
|
+3,266
|
+9%
|
|
|
65
|
Private Advisor Group
Morristown,
New Jersey
|
$1.93M
|
-$313K
|
-6,481
|
-14%
|
|
|
66
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$1.92M
|
+$24.6K
|
+510
|
+1%
|
|
|
67
|
Elevate Wealth Advisory
Athens,
Georgia
|
$1.91M
|
+$383K
|
+7,931
|
+25%
|
|
|
68
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.65M
|
-$116K
|
-2,411
|
-7%
|
|
|
69
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$1.65M
|
+$18.2K
|
+377
|
+1%
|
|
|
70
|
Blume Capital Management
Berkeley,
California
|
$1.61M
|
-$77.2K
|
-1,600
|
-5%
|
|
|
71
|
Park Avenue Securities
New York
|
$1.6M
|
+$180K
|
+3,733
|
+13%
|
|
|
72
|
Forum Financial Management
Lombard,
Illinois
|
$1.56M
|
+$724
|
+15
|
+0%
|
|
|
73
|
Shearwater Capital
Denver,
Colorado
|
$1.52M
|
+$51.6K
|
+1,069
|
+4%
|
|
|
74
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$1.51M
|
+$849K
|
+17,579
|
+127%
|
|
|
75
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.5M
|
-$2.8K
|
-58
|
-0.2%
|
|
