|
26
|
SFM LLC
Manchester,
New Hampshire
|
$7.2M
|
+$3.02M
|
+92,221
|
+73%
|
|
|
27
|
World Investment Advisors
Santa Barbara,
California
|
$6.94M
|
-$421K
|
-12,834
|
-6%
|
|
|
28
|
MGO One Seven
Beachwood,
Ohio
|
$6.37M
|
+$1.11M
|
+33,839
|
+21%
|
|
|
29
|
Raub Brock Capital Management
Larkspur,
California
|
$6.12M
|
+$6.08M
|
+185,660
|
New
|
|
|
30
|
Atria Wealth Solutions
New York
|
$5.53M
|
-$4.54M
|
-138,618
|
-45%
|
|
|
31
|
Raymond James Financial
St Petersburg,
Florida
|
$4.97M
|
+$1.12M
|
+34,072
|
+29%
|
|
|
32
|
Castle Wealth Management
West Palm Beach,
Florida
|
$4.85M
|
-$736K
|
-22,468
|
-13%
|
|
|
33
|
Tableaux
Stockbridge,
Massachusetts
|
$4.67M
|
+$1.44M
|
+44,048
|
+45%
|
|
|
34
|
Truist Financial
Charlotte,
North Carolina
|
$4.59M
|
+$4.58M
|
+139,740
|
New
|
|
|
35
|
MML Investors Services
Springfield,
Massachusetts
|
$4.58M
|
+$4.26M
|
+129,952
|
+1,458%
|
|
|
36
|
Ancora Advisors
Cleveland,
Ohio
|
$4.38M
|
+$973K
|
+29,687
|
+29%
|
|
|
37
|
Spectrum Strategic Capital Management
Corvallis,
Oregon
|
$4.33M
|
+$4.3M
|
+131,134
|
New
|
|
|
38
|
Myriad Asset Management US
West Palm Beach,
Florida
|
$3.96M
|
+$3.94M
|
+120,142
|
New
|
|
|
39
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$3.84M
|
+$3.47M
|
+105,835
|
+1,012%
|
|
|
40
|
Napa Wealth Management
Napa,
California
|
$3.74M
|
-$1.19M
|
-36,403
|
-24%
|
|
|
41
|
Greenline Partners
New York
|
$3.61M
|
-$64.6K
|
-1,973
|
-2%
|
|
|
42
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.46M
|
+$3.19M
|
+97,422
|
+1,332%
|
|
|
43
|
Signet Financial Management
Parsippany,
New Jersey
|
$3.23M
|
+$2.25M
|
+68,605
|
+234%
|
|
|
44
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$2.98M
|
+$272K
|
+8,314
|
+10%
|
|
|
45
|
Flow Traders U.S.
New York
|
$2.87M
|
+$2.85M
|
+87,111
|
New
|
|
|
46
|
Scarborough Advisors
Annapolis,
Maryland
|
$2.84M
|
-$192K
|
-5,870
|
-6%
|
|
|
47
|
M Wealth Management LLC
San Diego,
California
|
$2.52M
|
–
|
–
|
–
|
|
|
48
|
Congress Wealth Management
Boston,
Massachusetts
|
$2.51M
|
-$12.6K
|
-384
|
-0.5%
|
|
|
49
|
Running Point Capital Advisors
El Segundo,
California
|
$2.38M
|
-$101K
|
-3,072
|
-4%
|
|
|
50
|
Turning Point Benefit Group
Frederick,
Maryland
|
$2.33M
|
-$214K
|
-6,529
|
-8%
|
|
