|
51
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$441K
|
–
|
–
|
–
|
|
|
52
|
Freedom Investment Management
Hartford,
Connecticut
|
$428K
|
+$190K
|
+5,725
|
+63%
|
|
|
53
|
Kestra Advisory Services
Austin,
Texas
|
$408K
|
+$89.9K
|
+2,710
|
+24%
|
|
|
54
|
Cetera Advisor Networks
El Segundo,
California
|
$366K
|
+$17.9K
|
+540
|
+4%
|
|
|
55
|
State Street
Boston,
Massachusetts
|
$360K
|
+$28.1K
|
+846
|
+7%
|
|
|
56
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$349K
|
+$384K
|
+11,562
|
+2,079%
|
|
|
57
|
Towerpoint Wealth
Sacramento,
California
|
$309K
|
-$235K
|
-7,093
|
-40%
|
|
|
58
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$305K
|
-$351K
|
-10,573
|
Closed
|
|
|
59
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$304K
|
-$878K
|
-26,459
|
-71%
|
|
|
60
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$294K
|
+$14.4K
|
+435
|
+4%
|
|
|
61
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$291K
|
+$335K
|
+10,102
|
New
|
|
|
62
|
Pinnacle Associates
New York
|
$287K
|
-$23.2K
|
-700
|
-7%
|
|
|
63
|
|
$278K
|
+$321K
|
+9,675
|
New
|
|
|
64
|
D.A. Davidson & Co
Great Falls,
Montana
|
$277K
|
-$161K
|
-4,863
|
-34%
|
|
|
65
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$269K
|
+$64.6K
|
+1,948
|
+26%
|
|
|
66
|
Truist Financial
Charlotte,
North Carolina
|
$267K
|
+$13.7K
|
+413
|
+5%
|
|
|
67
|
Southland Equity Partners
Wildwood,
Missouri
|
$265K
|
-$133
|
-4
|
-0%
|
|
|
68
|
Baker Avenue Asset Management
San Francisco,
California
|
$261K
|
+$301K
|
+9,056
|
New
|
|
|
69
|
Ascent Group
Virginia Beach,
Virginia
|
$246K
|
+$1.69K
|
+51
|
+0.6%
|
|
|
70
|
SVB Wealth
Boston,
Massachusetts
|
$242K
|
+$279K
|
+8,414
|
New
|
|
|
71
|
Strategic Blueprint
Atlanta,
Georgia
|
$230K
|
–
|
–
|
–
|
|
|
72
|
Investment Partners
New Philadelphia,
Ohio
|
$225K
|
+$260K
|
+7,820
|
New
|
|
|
73
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$218K
|
–
|
–
|
–
|
|
|
74
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$213K
|
-$22.4K
|
-675
|
-8%
|
|
|
75
|
Prospera Financial Services
Dallas,
Texas
|
$213K
|
+$245K
|
+7,394
|
New
|
|
