|
51
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$2.4M
|
+$855K
|
+33,473
|
+55%
|
|
|
52
|
Bank of New York Mellon
New York
|
$2.36M
|
+$287K
|
+11,245
|
+14%
|
|
|
53
|
American Family Insurance Mutual Holding
Madison,
Wisconsin
|
$2.3M
|
+$2.3M
|
+90,100
|
New
|
|
|
54
|
WrapManager Inc
Mill Valley,
California
|
$2.27M
|
+$18.9K
|
+740
|
+0.8%
|
|
|
55
|
LifeSteps Financial
Claremont,
California
|
$2.17M
|
+$2.16M
|
+84,698
|
New
|
|
|
56
|
Houlihan Financial Resource Group
Ashburn,
Virginia
|
$2M
|
+$1.99M
|
+78,039
|
New
|
|
|
57
|
Asset Dedication LLC
San Francisco,
California
|
$1.9M
|
+$664K
|
+25,978
|
+54%
|
|
|
58
|
First Fiduciary Investment Counsel
Cleveland,
Ohio
|
$1.85M
|
+$1.24M
|
+48,665
|
+204%
|
|
|
59
|
Truist Financial
Charlotte,
North Carolina
|
$1.83M
|
+$1.83M
|
+71,484
|
New
|
|
|
60
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$1.77M
|
+$1.29M
|
+50,445
|
+233%
|
|
|
61
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$1.72M
|
+$234K
|
+9,150
|
+16%
|
|
|
62
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.71M
|
+$261K
|
+10,196
|
+18%
|
|
|
63
|
Sonata Capital Group
Seattle,
Washington
|
$1.54M
|
+$624K
|
+24,405
|
+68%
|
|
|
64
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$1.52M
|
+$319K
|
+12,500
|
+27%
|
|
|
65
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$1.48M
|
+$1.48M
|
+57,925
|
New
|
|
|
66
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.48M
|
+$208K
|
+8,146
|
+16%
|
|
|
67
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$1.34M
|
-$92K
|
-3,602
|
-6%
|
|
|
68
|
MCF Advisors
Covington,
Kentucky
|
$1.24M
|
-$229K
|
-8,956
|
-16%
|
|
|
69
|
Beam Wealth Advisors
Covington,
Louisiana
|
$1.23M
|
+$1.23M
|
+48,057
|
New
|
|
|
70
|
Confluence Investment Management
St. Louis,
Missouri
|
$1.22M
|
+$8.46K
|
+331
|
+0.7%
|
|
|
71
|
Cetera Advisors
Denver,
Colorado
|
$1.22M
|
–
|
–
|
–
|
|
|
72
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.2M
|
+$163K
|
+6,361
|
+16%
|
|
|
73
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.15M
|
+$78.6K
|
+3,077
|
+7%
|
|
|
74
|
Stokes Family Office
New Orleans,
Louisiana
|
$1.15M
|
+$1.15M
|
+45,000
|
New
|
|
|
75
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$1.15M
|
+$361K
|
+14,116
|
+46%
|
|
