|
51
|
Blue Square Asset Management
New York
|
$4.21M
|
-$9.55M
|
-95,190
|
-69%
|
|
|
52
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$4.15M
|
+$1.38M
|
+13,761
|
+42%
|
|
|
53
|
Cypress Wealth Services
Palm Desert,
California
|
$4.14M
|
+$500K
|
+4,981
|
+14%
|
|
|
54
|
Cetera Advisor Networks
El Segundo,
California
|
$4.01M
|
-$381K
|
-3,795
|
-9%
|
|
|
55
|
|
$3.98M
|
-$309K
|
-3,078
|
-7%
|
|
|
56
|
Bristlecone Advisors
Bellevue,
Washington
|
$3.95M
|
+$183K
|
+1,819
|
+5%
|
|
|
57
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$3.79M
|
+$606K
|
+6,041
|
+19%
|
|
|
58
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$3.55M
|
+$660K
|
+6,580
|
+23%
|
|
|
59
|
|
$3.35M
|
+$3.36M
|
+33,500
|
New
|
|
|
60
|
MML Investors Services
Springfield,
Massachusetts
|
$3.22M
|
-$1.43M
|
-14,264
|
-31%
|
|
|
61
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$3.19M
|
-$348K
|
-3,473
|
-10%
|
|
|
62
|
Royal Harbor Partners
Houston,
Texas
|
$3.1M
|
+$3.11M
|
+30,951
|
New
|
|
|
63
|
Western Wealth Management
Golden,
Colorado
|
$2.98M
|
+$349K
|
+3,477
|
+13%
|
|
|
64
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$2.82M
|
+$409K
|
+4,072
|
+17%
|
|
|
65
|
New York Life Investment Management
New York
|
$2.76M
|
–
|
–
|
–
|
|
|
66
|
Mengis Capital Management
Portland,
Oregon
|
$2.75M
|
–
|
–
|
–
|
|
|
67
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.53M
|
-$13.7K
|
-137
|
-0.5%
|
|
|
68
|
Level Four Advisory Services
Dallas,
Texas
|
$2.43M
|
-$40.1K
|
-400
|
-2%
|
|
|
69
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$2.31M
|
+$1.97M
|
+19,627
|
+570%
|
|
|
70
|
Holderness Investments Company
Greensboro,
North Carolina
|
$2.21M
|
+$25.7K
|
+256
|
+1%
|
|
|
71
|
Perigon Wealth Management
San Francisco,
California
|
$2.15M
|
+$716K
|
+7,131
|
+50%
|
|
|
72
|
Legacy Financial Advisors
Covington,
Kentucky
|
$2M
|
–
|
–
|
–
|
|
|
73
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$1.83M
|
+$1.83M
|
+18,270
|
New
|
|
|
74
|
BOK Financial Private Wealth
Denver,
Colorado
|
$1.77M
|
+$644K
|
+6,422
|
+57%
|
|
|
75
|
|
$1.77M
|
-$100K
|
-1,000
|
-5%
|
|
