|
51
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$5.14M
|
+$202K
|
+2,494
|
+4%
|
|
|
52
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$5.12M
|
-$4.92M
|
-60,773
|
-49%
|
|
|
53
|
Salomon & Ludwin
Richmond,
Virginia
|
$5.08M
|
-$177K
|
-2,185
|
-3%
|
|
|
54
|
Icon Wealth Partners
Houston,
Texas
|
$4.77M
|
-$1.05M
|
-12,907
|
-18%
|
|
|
55
|
Hobart Private Capital
Charlotte,
North Carolina
|
$4.66M
|
-$1.22M
|
-15,037
|
-21%
|
|
|
56
|
|
$4.65M
|
+$4.71M
|
+58,133
|
New
|
|
|
57
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$4.55M
|
+$3.14M
|
+38,777
|
+244%
|
|
|
58
|
Strategic Blueprint
Atlanta,
Georgia
|
$4.51M
|
+$997K
|
+12,313
|
+28%
|
|
|
59
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$4.4M
|
-$324K
|
-4,006
|
-7%
|
|
|
60
|
HawsGoodwin Investment Management
Franklin,
Tennessee
|
$4.31M
|
+$617K
|
+7,616
|
+16%
|
|
|
61
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.96M
|
-$771K
|
-9,521
|
-16%
|
|
|
62
|
Security Financial Services
Fort Wayne,
Indiana
|
$3.94M
|
+$3.98M
|
+49,148
|
New
|
|
|
63
|
Liberty Wealth Management
Oakland,
California
|
$3.91M
|
-$4.05M
|
-49,995
|
Closed
|
|
|
64
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$3.84M
|
+$3.88M
|
+47,941
|
New
|
|
|
65
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$3.75M
|
-$101K
|
-1,247
|
-3%
|
|
|
66
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$3.69M
|
-$1.15M
|
-14,172
|
-24%
|
|
|
67
|
Tri-Star Advisors
Houston,
Texas
|
$3.64M
|
-$1.56M
|
-19,317
|
-31%
|
|
|
68
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$3.6M
|
-$581K
|
-7,179
|
-14%
|
|
|
69
|
Prudential Financial
Newark,
New Jersey
|
$3.56M
|
-$1.05M
|
-12,981
|
-23%
|
|
|
70
|
Spectrum Management Group
Indianapolis,
Indiana
|
$3.46M
|
-$1.36M
|
-16,782
|
-28%
|
|
|
71
|
Client 1st Advisory Group
Dunedin,
Florida
|
$3.46M
|
-$186K
|
-2,298
|
-5%
|
|
|
72
|
Day & Ennis
Macon,
Georgia
|
$3.44M
|
+$42.1K
|
+520
|
+1%
|
|
|
73
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$3.27M
|
-$1.91M
|
-23,581
|
-37%
|
|
|
74
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$3.26M
|
–
|
–
|
–
|
|
|
75
|
Truist Financial
Charlotte,
North Carolina
|
$3.26M
|
-$670K
|
-8,278
|
-17%
|
|
