|
51
|
Circle Wealth Management
Summit,
New Jersey
|
$535K
|
–
|
–
|
–
|
|
|
52
|
Envestnet Asset Management
Chicago,
Illinois
|
$519K
|
+$22.2K
|
+2,484
|
+4%
|
|
|
53
|
Steward Partners Investment Advisory
New York
|
$504K
|
-$276K
|
-30,908
|
-35%
|
|
|
54
|
Claybrook Capital
Wellesley,
Massachusetts
|
$488K
|
+$24.3K
|
+2,720
|
+5%
|
|
|
55
|
Rockefeller Capital Management
New York
|
$485K
|
+$12.7K
|
+1,427
|
+3%
|
|
|
56
|
Stifel Financial
St. Louis,
Missouri
|
$469K
|
-$29.4K
|
-3,293
|
-6%
|
|
|
57
|
Congress Wealth Management
Boston,
Massachusetts
|
$460K
|
–
|
–
|
–
|
|
|
58
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$453K
|
+$120K
|
+13,446
|
+35%
|
|
|
59
|
Granite Investment Partners
El Segundo,
California
|
$435K
|
-$1.12K
|
-126
|
-0.3%
|
|
|
60
|
Ramiah Investment Group
Brookfield,
Wisconsin
|
$417K
|
+$19.1K
|
+2,146
|
+5%
|
|
|
61
|
Financial Advocates Investment Management
Olympia,
Washington
|
$403K
|
+$14.6K
|
+1,634
|
+4%
|
|
|
62
|
Investmark Advisory Group
Shelton,
Connecticut
|
$396K
|
+$176K
|
+19,726
|
+77%
|
|
|
63
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$379K
|
+$13.6K
|
+1,526
|
+4%
|
|
|
64
|
Park Avenue Securities
New York
|
$349K
|
–
|
–
|
–
|
|
|
65
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$332K
|
–
|
–
|
–
|
|
|
66
|
SMH Capital Advisors
Fort Worth,
Texas
|
$327K
|
-$38.9K
|
-4,360
|
-10%
|
|
|
67
|
Raymond James & Associates
St Petersburg,
Florida
|
$322K
|
-$131K
|
-14,691
|
-28%
|
|
|
68
|
HUB Investment Partners
Austin,
Texas
|
$314K
|
-$11.8K
|
-1,321
|
-4%
|
|
|
69
|
9258 Wealth Management
Blue Ash,
Ohio
|
$305K
|
-$38.8K
|
-4,352
|
-11%
|
|
|
70
|
Geneos Wealth Management
Englewood,
Colorado
|
$302K
|
+$1.57K
|
+176
|
+0.5%
|
|
|
71
|
Truist Financial
Charlotte,
North Carolina
|
$289K
|
+$108K
|
+12,161
|
+58%
|
|
|
72
|
HoyleCohen
San Diego,
California
|
$286K
|
-$7K
|
-785
|
-2%
|
|
|
73
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$283K
|
+$291K
|
+32,611
|
New
|
|
|
74
|
|
$266K
|
+$141K
|
+15,839
|
+108%
|
|
|
75
|
SeaCrest Wealth Management
Purchase,
New York
|
$266K
|
-$38.9K
|
-4,366
|
-13%
|
|
