|
51
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$1.05M
|
+$512K
|
+20,833
|
+94%
|
|
|
52
|
Wulff, Hansen & Co
San Rafael,
California
|
$1.01M
|
–
|
–
|
–
|
|
|
53
|
Landmark Wealth Management (New York)
Melville,
New York
|
$982K
|
-$23.4K
|
-953
|
-2%
|
|
|
54
|
Truist Financial
Charlotte,
North Carolina
|
$972K
|
+$274K
|
+11,179
|
+39%
|
|
|
55
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$972K
|
+$29.9K
|
+1,216
|
+3%
|
|
|
56
|
Cedar Point Capital Partners
Cedar Rapids,
Iowa
|
$955K
|
+$17K
|
+693
|
+2%
|
|
|
57
|
Wells Fargo
San Francisco,
California
|
$923K
|
+$927K
|
+37,759
|
New
|
|
|
58
|
Stifel Financial
St. Louis,
Missouri
|
$912K
|
+$296K
|
+12,040
|
+48%
|
|
|
59
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$887K
|
-$172K
|
-6,997
|
-16%
|
|
|
60
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$887K
|
-$172K
|
-6,997
|
-16%
|
|
|
61
|
Equitable Holdings
New York
|
$842K
|
+$477K
|
+19,427
|
+129%
|
|
|
62
|
Golden State Wealth Management
Santa Ana,
California
|
$817K
|
-$5.23K
|
-213
|
-0.6%
|
|
|
63
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$814K
|
+$469K
|
+19,089
|
+134%
|
|
|
64
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$759K
|
+$20.7K
|
+843
|
+3%
|
|
|
65
|
Econ Financial Services
Harrisburg,
Pennsylvania
|
$725K
|
-$49.2K
|
-2,002
|
-6%
|
|
|
66
|
Flow Traders U.S.
New York
|
$718K
|
-$223K
|
-9,096
|
-24%
|
|
|
67
|
Embree Financial Group
Chicago,
Illinois
|
$699K
|
+$702K
|
+28,596
|
New
|
|
|
68
|
Harbour Investments
Madison,
Wisconsin
|
$652K
|
-$309K
|
-12,566
|
-32%
|
|
|
69
|
Summit Financial Consulting
Sterling Heights,
Michigan
|
$585K
|
+$588K
|
+23,933
|
New
|
|
|
70
|
Essex Financial Services
Essex,
Connecticut
|
$578K
|
-$56K
|
-2,282
|
-9%
|
|
|
71
|
TrueWealth Advisors
Birmingham,
Alabama
|
$574K
|
+$82.2K
|
+3,347
|
+17%
|
|
|
72
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$513K
|
+$4.49K
|
+183
|
+0.9%
|
|
|
73
|
International Assets Investment Management
Orlando,
Florida
|
$490K
|
+$142K
|
+5,800
|
+41%
|
|
|
74
|
&Partners
Nashville,
Tennessee
|
$467K
|
+$471K
|
+19,164
|
New
|
|
|
75
|
Integrity Wealth Advisors
Ventura,
California
|
$465K
|
+$12.2K
|
+496
|
+3%
|
|
