|
51
|
Truist Financial
Charlotte,
North Carolina
|
$10.3M
|
+$747K
|
+5,709
|
+8%
|
|
|
52
|
Atom Investors
Austin,
Texas
|
$10.1M
|
-$417K
|
-3,187
|
-4%
|
|
|
53
|
King Wealth Management Group
Naples,
Florida
|
$9.71M
|
+$12.4K
|
+95
|
+0.1%
|
|
|
54
|
Beacon Pointe Advisors
Newport Beach,
California
|
$9.48M
|
+$100K
|
+765
|
+1%
|
|
|
55
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$9.4M
|
+$9.52M
|
+72,740
|
New
|
|
|
56
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$9.38M
|
-$575K
|
-4,391
|
-6%
|
|
|
57
|
Pacific Capital Wealth Advisors
Corona,
California
|
$9.19M
|
+$134K
|
+1,027
|
+1%
|
|
|
58
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$9.17M
|
–
|
–
|
–
|
|
|
59
|
Johns Hopkins University
Baltimore,
Maryland
|
$8.8M
|
-$53.3M
|
-407,252
|
-86%
|
|
|
60
|
MAI Capital Management
Independence,
Ohio
|
$8.77M
|
+$138K
|
+1,054
|
+2%
|
|
|
61
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$8.55M
|
-$78.7K
|
-601
|
-0.9%
|
|
|
62
|
Evergreen Capital Management
Bellevue,
Washington
|
$8.45M
|
+$889K
|
+6,789
|
+12%
|
|
|
63
|
Creative Planning
Overland Park,
Kansas
|
$8.21M
|
-$131K
|
-1,002
|
-2%
|
|
|
64
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$8.15M
|
-$488K
|
-3,725
|
-6%
|
|
|
65
|
Appleton Partners
Boston,
Massachusetts
|
$8.05M
|
+$629K
|
+4,803
|
+8%
|
|
|
66
|
Strategic Wealth Partners
Independence,
Ohio
|
$7.78M
|
+$1.23M
|
+9,394
|
+18%
|
|
|
67
|
|
$7.73M
|
–
|
–
|
–
|
|
|
68
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$7.7M
|
+$119K
|
+907
|
+2%
|
|
|
69
|
Destiny Wealth Partners
Tavares,
Florida
|
$7.58M
|
+$1.11M
|
+8,488
|
+17%
|
|
|
70
|
Valicenti Advisory Services
Elmira,
New York
|
$7.57M
|
-$131K
|
-1,004
|
-2%
|
|
|
71
|
NTV Asset Management
Charleston,
West Virginia
|
$7.48M
|
+$16.4K
|
+125
|
+0.2%
|
|
|
72
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$7.38M
|
+$585K
|
+4,468
|
+8%
|
|
|
73
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$7.15M
|
-$1.11M
|
-8,481
|
-13%
|
|
|
74
|
|
$7.05M
|
+$68.5K
|
+523
|
+1%
|
|
|
75
|
Blume Capital Management
Berkeley,
California
|
$7.04M
|
-$598K
|
-4,565
|
-8%
|
|
