|
51
|
SVB Wealth
Boston,
Massachusetts
|
$7.85M
|
+$5.54M
|
+109,633
|
+242%
|
|
|
52
|
Requisite Capital Management
Dallas,
Texas
|
$7.75M
|
+$2.84M
|
+56,255
|
+58%
|
|
|
53
|
Americana Partners
Houston,
Texas
|
$7.53M
|
+$112K
|
+2,225
|
+2%
|
|
|
54
|
PDS Planning
Dublin,
Ohio
|
$7.29M
|
+$3.88M
|
+76,681
|
+114%
|
|
|
55
|
Abbrea Capital
Greenbrae,
California
|
$7.23M
|
+$484K
|
+9,575
|
+7%
|
|
|
56
|
MJP Associates
Farmington,
Connecticut
|
$6.91M
|
-$1.9M
|
-37,547
|
-22%
|
|
|
57
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$6.68M
|
-$11.8M
|
-234,423
|
-64%
|
|
|
58
|
G2 Capital Management
Columbus,
Ohio
|
$6.5M
|
+$13.4K
|
+265
|
+0.2%
|
|
|
59
|
Hartford Financial Management
Hartford,
Connecticut
|
$6.41M
|
+$5.56M
|
+110,082
|
+667%
|
|
|
60
|
BFSG LLC
Irvine,
California
|
$6.32M
|
-$285K
|
-5,630
|
-4%
|
|
|
61
|
TMD Wealth Management
Scottsdale,
Arizona
|
$6.25M
|
-$8.4M
|
-166,276
|
-57%
|
|
|
62
|
John W. Brooker & Co
Oakland,
California
|
$6.24M
|
-$1.05M
|
-20,838
|
-14%
|
|
|
63
|
Collective Family Office
York,
Pennsylvania
|
$6.23M
|
-$1.22M
|
-24,148
|
-16%
|
|
|
64
|
3D/L Capital Management
Hartford,
Connecticut
|
$6.2M
|
-$146K
|
-2,894
|
-2%
|
|
|
65
|
Arete Wealth Advisors
Chicago,
Illinois
|
$6.1M
|
-$1.92M
|
-37,926
|
-24%
|
|
|
66
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$5.9M
|
+$32.2K
|
+638
|
+0.6%
|
|
|
67
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$5.73M
|
+$4.91M
|
+97,194
|
+612%
|
|
|
68
|
Truist Financial
Charlotte,
North Carolina
|
$5.64M
|
+$203K
|
+4,023
|
+4%
|
|
|
69
|
Bristlecone Advisors
Bellevue,
Washington
|
$5.61M
|
-$441K
|
-8,722
|
-7%
|
|
|
70
|
Capital Management
Glen Allen,
Virginia
|
$5.56M
|
-$3.75M
|
-74,260
|
-40%
|
|
|
71
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$5.53M
|
+$503K
|
+9,954
|
+10%
|
|
|
72
|
Financial Advisory Group
Houston,
Texas
|
$5.35M
|
-$169K
|
-3,342
|
-3%
|
|
|
73
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$5.31M
|
-$253K
|
-5,009
|
-5%
|
|
|
74
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$5.25M
|
-$684K
|
-13,525
|
-12%
|
|
|
75
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$5.08M
|
+$576K
|
+11,390
|
+13%
|
|
