|
51
|
Spinnaker Trust
Portland,
Maine
|
$2.15M
|
+$246K
|
+9,706
|
+13%
|
|
|
52
|
Granite Harbor Advisors
Houston,
Texas
|
$1.94M
|
+$216K
|
+8,520
|
+13%
|
|
|
53
|
Kastel Capital Advisors
Wellesley,
Massachusetts
|
$1.91M
|
+$1.93K
|
+76
|
+0.1%
|
|
|
54
|
Blue Square Asset Management
New York
|
$1.89M
|
-$13.1K
|
-515
|
-0.7%
|
|
|
55
|
RIA Advisory Group
Des Moines,
Iowa
|
$1.86M
|
+$403K
|
+15,871
|
+28%
|
|
|
56
|
Brookstone Capital Management
Wheaton,
Illinois
|
$1.67M
|
+$503K
|
+19,821
|
+43%
|
|
|
57
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$1.55M
|
+$525K
|
+20,665
|
+51%
|
|
|
58
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.53M
|
-$585K
|
-23,049
|
-28%
|
|
|
59
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$1.52M
|
+$16.6K
|
+655
|
+1%
|
|
|
60
|
Regions Financial Corp
Birmingham,
Alabama
|
$1.44M
|
+$143K
|
+5,618
|
+11%
|
|
|
61
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.44M
|
-$533
|
-21
|
-0%
|
|
|
62
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.36M
|
-$79.9K
|
-3,149
|
-6%
|
|
|
63
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$1.32M
|
-$26.2K
|
-1,031
|
-2%
|
|
|
64
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$1.29M
|
-$135K
|
-5,302
|
-9%
|
|
|
65
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.28M
|
+$724K
|
+28,529
|
+130%
|
|
|
66
|
PSI Advisors
Tampa,
Florida
|
$1.26M
|
-$1.06M
|
-41,705
|
-46%
|
|
|
67
|
Mariner
Overland Park,
Kansas
|
$1.24M
|
+$701K
|
+27,628
|
+130%
|
|
|
68
|
O'Domhnaill Enterprises
Cody,
Wyoming
|
$1.21M
|
+$85.6K
|
+3,372
|
+8%
|
|
|
69
|
SummitPoint Capital Management
Littleton,
Colorado
|
$1.19M
|
+$12.3K
|
+485
|
+1%
|
|
|
70
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$1.19M
|
+$22.5K
|
+888
|
+2%
|
|
|
71
|
Financial Engines Advisors
Santa Clara,
California
|
$1.16M
|
+$134K
|
+5,296
|
+13%
|
|
|
72
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.15M
|
+$1.98K
|
+78
|
+0.2%
|
|
|
73
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$1.14M
|
+$63.5K
|
+2,500
|
+6%
|
|
|
74
|
Prism Advisors
Studio City,
California
|
$1.14M
|
–
|
–
|
–
|
|
|
75
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.12M
|
+$41.8K
|
+1,645
|
+4%
|
|
