|
51
|
Golden State Equity Partners
South Coast Metro,
California
|
$633K
|
+$31K
|
+627
|
+5%
|
|
|
52
|
Sovran Advisors
San Diego,
California
|
$619K
|
+$24K
|
+485
|
+4%
|
|
|
53
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$587K
|
-$35.2K
|
-713
|
-6%
|
|
|
54
|
|
$586K
|
+$579K
|
+11,725
|
New
|
|
|
55
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$585K
|
-$110K
|
-2,231
|
-16%
|
|
|
56
|
Team Financial Group
Temecula,
California
|
$585K
|
-$91K
|
-1,841
|
-14%
|
|
|
57
|
Oppenheimer & Co
New York
|
$562K
|
-$26.2K
|
-531
|
-5%
|
|
|
58
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$532K
|
-$72.4K
|
-1,465
|
-12%
|
|
|
59
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$496K
|
-$72.1K
|
-1,459
|
-13%
|
|
|
60
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$483K
|
+$71.4K
|
+1,445
|
+18%
|
|
|
61
|
Venturi Wealth Management
Austin,
Texas
|
$459K
|
–
|
–
|
–
|
|
|
62
|
Signet Financial Management
Parsippany,
New Jersey
|
$451K
|
-$34.2K
|
-693
|
-7%
|
|
|
63
|
Capital Management
Glen Allen,
Virginia
|
$450K
|
–
|
–
|
–
|
|
|
64
|
Wealthcare Capital Partners
West Chester,
Pennsylvania
|
$425K
|
+$2.96K
|
+60
|
+0.7%
|
|
|
65
|
Opes Wealth Management
Menlo Park,
California
|
$407K
|
+$31.5K
|
+638
|
+8%
|
|
|
66
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$399K
|
-$960K
|
-19,430
|
-71%
|
|
|
67
|
Joseph Group Capital Management
Columbus,
Ohio
|
$385K
|
-$5.83K
|
-118
|
-2%
|
|
|
68
|
Steward Partners Investment Advisory
New York
|
$369K
|
-$3.71K
|
-75
|
-1%
|
|
|
69
|
Redmond Asset Management
Henrico,
Virginia
|
$364K
|
-$6.23K
|
-126
|
-2%
|
|
|
70
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$361K
|
+$52.2K
|
+1,057
|
+17%
|
|
|
71
|
RMR Wealth Builders
Montclair,
New Jersey
|
$343K
|
-$1.58K
|
-32
|
-0.5%
|
|
|
72
|
Asset Dedication LLC
San Francisco,
California
|
$321K
|
–
|
–
|
–
|
|
|
73
|
Rockefeller Capital Management
New York
|
$321K
|
+$317K
|
+6,422
|
New
|
|
|
74
|
Cascade Financial Partners
San Diego,
California
|
$316K
|
–
|
–
|
–
|
|
|
75
|
Bessemer Group
Woodbridge,
New Jersey
|
$314K
|
+$310K
|
+6,276
|
New
|
|
