|
51
|
Stifel Financial
St. Louis,
Missouri
|
$1.57M
|
+$662K
|
+27,470
|
+74%
|
|
|
52
|
Truist Financial
Charlotte,
North Carolina
|
$1.51M
|
+$538K
|
+22,302
|
+56%
|
|
|
53
|
Equitable Holdings
New York
|
$1.43M
|
+$587K
|
+24,354
|
+71%
|
|
|
54
|
Bowman & Company
Oshkosh,
Wisconsin
|
$1.35M
|
+$52.3K
|
+2,171
|
+4%
|
|
|
55
|
Boothbay Fund Management
New York
|
$1.21M
|
+$1.21M
|
+50,000
|
New
|
|
|
56
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.17M
|
-$550K
|
-22,835
|
-32%
|
|
|
57
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.16M
|
-$803K
|
-33,335
|
-41%
|
|
|
58
|
Franklin Resources
San Mateo,
California
|
$1.06M
|
+$607K
|
+25,174
|
+135%
|
|
|
59
|
Wulff, Hansen & Co
San Rafael,
California
|
$999K
|
–
|
–
|
–
|
|
|
60
|
Meridian Wealth Management
Lexington,
Kentucky
|
$933K
|
+$927K
|
+38,451
|
New
|
|
|
61
|
Cedar Point Capital Partners
Cedar Rapids,
Iowa
|
$916K
|
-$31.1K
|
-1,291
|
-3%
|
|
|
62
|
Landmark Wealth Management (New York)
Melville,
New York
|
$869K
|
-$106K
|
-4,380
|
-11%
|
|
|
63
|
Golden State Wealth Management
Santa Ana,
California
|
$847K
|
+$35.1K
|
+1,458
|
+4%
|
|
|
64
|
Global Retirement Partners
San Rafael,
California
|
$823K
|
+$818K
|
+33,928
|
New
|
|
|
65
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$820K
|
+$65.7K
|
+2,728
|
+9%
|
|
|
66
|
Axxcess Wealth Management
Carlsbad,
California
|
$793K
|
+$788K
|
+32,705
|
New
|
|
|
67
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$759K
|
-$283K
|
-11,758
|
-27%
|
|
|
68
|
MML Investors Services
Springfield,
Massachusetts
|
$743K
|
-$1.14M
|
-47,197
|
-61%
|
|
|
69
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$724K
|
+$427K
|
+17,700
|
+146%
|
|
|
70
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$722K
|
-$242K
|
-10,025
|
-25%
|
|
|
71
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$661K
|
-$1.29M
|
-53,479
|
-66%
|
|
|
72
|
Embree Financial Group
Chicago,
Illinois
|
$659K
|
-$34.7K
|
-1,438
|
-5%
|
|
|
73
|
Milestones Private Investment Advisors
Fairport,
New York
|
$650K
|
+$646K
|
+26,786
|
New
|
|
|
74
|
Econ Financial Services
Harrisburg,
Pennsylvania
|
$646K
|
-$73.3K
|
-3,043
|
-10%
|
|
|
75
|
Summit Financial Consulting
Sterling Heights,
Michigan
|
$643K
|
+$61.6K
|
+2,554
|
+11%
|
|
