|
51
|
Forte Asset Management
Bedford,
New York
|
$7.36M
|
-$2.03M
|
-69,282
|
-23%
|
|
|
52
|
TD Private Client Wealth
New York
|
$7.27M
|
-$855K
|
-29,136
|
-11%
|
|
|
53
|
Steward Partners Investment Advisory
New York
|
$7.24M
|
+$942K
|
+32,095
|
+16%
|
|
|
54
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$7.17M
|
+$758K
|
+25,837
|
+13%
|
|
|
55
|
Truist Financial
Charlotte,
North Carolina
|
$7.11M
|
+$260K
|
+8,858
|
+4%
|
|
|
56
|
CX Institutional
Auburn,
Indiana
|
$7.04M
|
-$1.43M
|
-48,873
|
-18%
|
|
|
57
|
Franklin Resources
San Mateo,
California
|
$7M
|
+$44.3K
|
+1,511
|
+0.7%
|
|
|
58
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$6.94M
|
+$552K
|
+18,797
|
+9%
|
|
|
59
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$6.86M
|
-$502K
|
-17,118
|
-7%
|
|
|
60
|
Disciplined Investors
Waco,
Texas
|
$6.35M
|
+$945K
|
+32,189
|
+19%
|
|
|
61
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6M
|
+$231K
|
+7,871
|
+4%
|
|
|
62
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$5.76M
|
-$2.27M
|
-77,432
|
-29%
|
|
|
63
|
Operose Advisors
Milwaukee,
Wisconsin
|
$5.64M
|
-$20.6K
|
-702
|
-0.4%
|
|
|
64
|
D.A. Davidson & Co
Great Falls,
Montana
|
$5.59M
|
-$157K
|
-5,353
|
-3%
|
|
|
65
|
&Partners
Nashville,
Tennessee
|
$5.55M
|
-$671K
|
-22,853
|
-11%
|
|
|
66
|
Rockefeller Capital Management
New York
|
$5.43M
|
+$665K
|
+22,645
|
+15%
|
|
|
67
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$4.72M
|
+$490K
|
+16,706
|
+12%
|
|
|
68
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$4.71M
|
+$2.21M
|
+75,410
|
+99%
|
|
|
69
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$4.64M
|
-$43.8K
|
-1,494
|
-1%
|
|
|
70
|
Creative Planning
Overland Park,
Kansas
|
$4.48M
|
+$782K
|
+26,656
|
+23%
|
|
|
71
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$4.42M
|
+$3.41M
|
+116,369
|
+447%
|
|
|
72
|
Synovus Financial
Columbus,
Georgia
|
$4.39M
|
-$513K
|
-17,495
|
-11%
|
|
|
73
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$4.39M
|
+$34.2K
|
+1,164
|
+0.8%
|
|
|
74
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.35M
|
+$3.12M
|
+106,154
|
+311%
|
|
|
75
|
Equitable Holdings
New York
|
$4.35M
|
+$531K
|
+18,084
|
+15%
|
|
