|
51
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$7.5M
|
+$7.04M
|
+235,071
|
New
|
|
|
52
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$6.9M
|
+$257K
|
+8,580
|
+4%
|
|
|
53
|
|
$5.38M
|
+$1.54M
|
+51,481
|
+44%
|
|
|
54
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$4.79M
|
+$958K
|
+31,993
|
+27%
|
|
|
55
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$4.69M
|
+$4.4M
|
+147,035
|
New
|
|
|
56
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$4.69M
|
+$2.88M
|
+96,258
|
+190%
|
|
|
57
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.46M
|
+$2.47M
|
+82,430
|
+143%
|
|
|
58
|
Hixon Zuercher
Findlay,
Ohio
|
$4.37M
|
+$395K
|
+13,187
|
+11%
|
|
|
59
|
Equitable Holdings
New York
|
$4.25M
|
+$183K
|
+6,103
|
+5%
|
|
|
60
|
M Holdings Securities
Portland,
Oregon
|
$4.2M
|
+$250K
|
+8,340
|
+7%
|
|
|
61
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$4.18M
|
+$3.92M
|
+131,081
|
New
|
|
|
62
|
Sage Advisory Services
Austin,
Texas
|
$3.46M
|
+$3.25M
|
+108,545
|
New
|
|
|
63
|
Leavell Investment Management
Mobile,
Alabama
|
$3.1M
|
-$946K
|
-31,605
|
-25%
|
|
|
64
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.06M
|
+$546K
|
+18,236
|
+24%
|
|
|
65
|
First Ascent Asset Management
Denver,
Colorado
|
$2.9M
|
+$606K
|
+20,243
|
+29%
|
|
|
66
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$2.87M
|
+$68.3K
|
+2,280
|
+3%
|
|
|
67
|
Private Advisor Group
Morristown,
New Jersey
|
$2.76M
|
+$74.7K
|
+2,496
|
+3%
|
|
|
68
|
Truist Financial
Charlotte,
North Carolina
|
$2.67M
|
+$211K
|
+7,062
|
+9%
|
|
|
69
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$2.3M
|
-$37K
|
-1,235
|
-2%
|
|
|
70
|
First National Corp
Rockland,
Massachusetts
|
$2.22M
|
+$262K
|
+8,743
|
+14%
|
|
|
71
|
Cetera Advisor Networks
El Segundo,
California
|
$2.2M
|
-$136K
|
-4,554
|
-6%
|
|
|
72
|
Tompkins Financial
Ithaca,
New York
|
$2.16M
|
-$11.6M
|
-387,300
|
-85%
|
|
|
73
|
First Foundation Advisors
Irvine,
California
|
$1.78M
|
+$143K
|
+4,778
|
+9%
|
|
|
74
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.76M
|
+$1.65M
|
+55,096
|
New
|
|
|
75
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.7M
|
-$102K
|
-3,415
|
-6%
|
|
