|
51
|
Bristlecone Advisors
Bellevue,
Washington
|
$3.78M
|
+$3.78M
|
+37,650
|
New
|
|
|
52
|
Cypress Wealth Services
Palm Desert,
California
|
$3.65M
|
+$856K
|
+8,536
|
+31%
|
|
|
53
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$3.55M
|
-$2.71K
|
-27
|
-0.1%
|
|
|
54
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$3.27M
|
–
|
–
|
–
|
|
|
55
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$3.2M
|
+$1.21M
|
+12,070
|
+61%
|
|
|
56
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.9M
|
+$141K
|
+1,408
|
+5%
|
|
|
57
|
New York Life Investment Management
New York
|
$2.76M
|
–
|
–
|
–
|
|
|
58
|
Mengis Capital Management
Portland,
Oregon
|
$2.75M
|
–
|
–
|
–
|
|
|
59
|
Western Wealth Management
Golden,
Colorado
|
$2.64M
|
-$195K
|
-1,940
|
-7%
|
|
|
60
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.55M
|
-$1.11M
|
-11,032
|
-30%
|
|
|
61
|
Level Four Advisory Services
Dallas,
Texas
|
$2.47M
|
+$781K
|
+7,787
|
+46%
|
|
|
62
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$2.42M
|
+$2.42M
|
+24,125
|
New
|
|
|
63
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$2.36M
|
+$2.06M
|
+20,558
|
+684%
|
|
|
64
|
Holderness Investments Company
Greensboro,
North Carolina
|
$2.19M
|
+$894K
|
+8,915
|
+69%
|
|
|
65
|
Legacy Financial Advisors
Covington,
Kentucky
|
$2M
|
-$31.6K
|
-315
|
-2%
|
|
|
66
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$1.94M
|
+$933K
|
+9,300
|
+93%
|
|
|
67
|
|
$1.87M
|
-$120K
|
-1,200
|
-6%
|
|
|
68
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1.82M
|
+$993K
|
+9,898
|
+120%
|
|
|
69
|
Coyle Financial Counsel
Glenview,
Illinois
|
$1.59M
|
+$76.5K
|
+763
|
+5%
|
|
|
70
|
Private Advisor Group
Morristown,
New Jersey
|
$1.57M
|
-$5.37M
|
-53,509
|
-77%
|
|
|
71
|
Squar Milner Financial Services
Irvine,
California
|
$1.45M
|
-$377K
|
-3,758
|
-21%
|
|
|
72
|
Perigon Wealth Management
San Francisco,
California
|
$1.44M
|
+$67.4K
|
+672
|
+5%
|
|
|
73
|
Gofen & Glossberg
Chicago,
Illinois
|
$1.28M
|
-$154K
|
-1,538
|
-11%
|
|
|
74
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.26M
|
-$11K
|
-110
|
-0.9%
|
|
|
75
|
Copperwynd Financial
Scottsdale,
Arizona
|
$1.24M
|
+$1.24M
|
+12,362
|
New
|
|
