|
51
|
VeraBank
Henderson,
Texas
|
$8.77M
|
+$89.3K
|
+1,977
|
+0.9%
|
|
|
52
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$8.5M
|
+$208K
|
+4,614
|
+2%
|
|
|
53
|
Cambria Investment Management
Manhattan Beach,
California
|
$8.31M
|
+$2.72M
|
+60,151
|
+40%
|
|
|
54
|
Brio Consultants
San Francisco,
California
|
$6.99M
|
+$8.35M
|
+184,718
|
New
|
|
|
55
|
Black Swift Group
Boulder,
Colorado
|
$6.3M
|
+$1.58M
|
+34,942
|
+28%
|
|
|
56
|
Omega Financial Group
Santa Barbara,
California
|
$6.29M
|
-$136K
|
-3,014
|
-2%
|
|
|
57
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$6.25M
|
+$567K
|
+12,542
|
+9%
|
|
|
58
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$6.24M
|
-$105K
|
-2,320
|
-1%
|
|
|
59
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$6.02M
|
-$461K
|
-10,212
|
-6%
|
|
|
60
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$5.9M
|
+$787K
|
+17,408
|
+13%
|
|
|
61
|
CVA Family Office
Denver,
Colorado
|
$5.82M
|
-$83.5K
|
-1,847
|
-1%
|
|
|
62
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.24M
|
+$4.21M
|
+93,283
|
+241%
|
|
|
63
|
|
$5M
|
+$1.03M
|
+22,731
|
+22%
|
|
|
64
|
TD Private Client Wealth
New York
|
$4.94M
|
-$1.29M
|
-28,574
|
-19%
|
|
|
65
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$4.86M
|
+$56.7K
|
+1,254
|
+1%
|
|
|
66
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$4.84M
|
-$104K
|
-2,309
|
-2%
|
|
|
67
|
Fortis Advisors
Wayne,
Pennsylvania
|
$4.73M
|
-$1.79M
|
-39,636
|
-21%
|
|
|
68
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$4.7M
|
+$64.9K
|
+1,436
|
+1%
|
|
|
69
|
Financial Futures
Brielle,
New Jersey
|
$4.6M
|
+$2.89M
|
+63,863
|
+123%
|
|
|
70
|
FDx Advisors
Chicago,
Illinois
|
$4.49M
|
-$619K
|
-13,709
|
-11%
|
|
|
71
|
Perella Weinberg Partners Capital Management
New York
|
$4.33M
|
–
|
–
|
–
|
|
|
72
|
CoreCap Advisors
Southfield,
Michigan
|
$4.31M
|
+$885K
|
+19,590
|
+22%
|
|
|
73
|
Franklin Resources
San Mateo,
California
|
$4.09M
|
+$904K
|
+20,015
|
+24%
|
|
|
74
|
MML Investors Services
Springfield,
Massachusetts
|
$3.87M
|
-$1.22M
|
-26,908
|
-22%
|
|
|
75
|
Boltwood Capital Management
Walnut Creek,
California
|
$3.83M
|
-$35.6K
|
-788
|
-0.8%
|
|
