|
51
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$6.1M
|
+$144K
|
+2,842
|
+2%
|
|
|
52
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.01M
|
-$95.1K
|
-1,876
|
-2%
|
|
|
53
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$5.89M
|
+$313K
|
+6,178
|
+6%
|
|
|
54
|
Montecito Bank & Trust
Santa Barbara,
California
|
$5.83M
|
-$91.6K
|
-1,806
|
-2%
|
|
|
55
|
Financial Management Network
Mission Viejo,
California
|
$5.81M
|
-$412K
|
-8,134
|
-7%
|
|
|
56
|
Red Crane Wealth Management
San Francisco,
California
|
$5.62M
|
+$5.64M
|
+111,261
|
New
|
|
|
57
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$5.56M
|
-$176K
|
-3,472
|
-3%
|
|
|
58
|
Waverly Advisors
Birmingham,
Alabama
|
$5.41M
|
-$134K
|
-2,637
|
-2%
|
|
|
59
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$5.29M
|
+$978K
|
+19,280
|
+23%
|
|
|
60
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$5.08M
|
+$295K
|
+5,825
|
+6%
|
|
|
61
|
Oppenheimer & Co
New York
|
$5.07M
|
+$577K
|
+11,378
|
+13%
|
|
|
62
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$5.01M
|
+$565K
|
+11,145
|
+13%
|
|
|
63
|
|
$4.75M
|
+$1.56M
|
+30,785
|
+49%
|
|
|
64
|
Apex Wealth Management
Bedford,
New Hampshire
|
$4.72M
|
+$4.74M
|
+93,541
|
New
|
|
|
65
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$4.41M
|
+$1.45M
|
+28,631
|
+49%
|
|
|
66
|
Values First Advisors
Gray,
Tennessee
|
$4.21M
|
+$1.45M
|
+28,601
|
+52%
|
|
|
67
|
Brady Family Wealth
Saint Louis,
Missouri
|
$4.17M
|
+$661K
|
+13,043
|
+19%
|
|
|
68
|
Rollins Financial Advisors
New York City,
New York
|
$4.02M
|
+$360K
|
+7,097
|
+10%
|
|
|
69
|
Canal Insurance Company
Greenville,
South Carolina
|
$3.98M
|
-$1.12M
|
-22,000
|
-22%
|
|
|
70
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$3.86M
|
-$196K
|
-3,859
|
-5%
|
|
|
71
|
Clayton Financial Group
St. Louis,
Missouri
|
$3.83M
|
+$198K
|
+3,895
|
+5%
|
|
|
72
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$3.77M
|
+$634K
|
+12,501
|
+20%
|
|
|
73
|
Mutual Advisors
Omaha,
Nebraska
|
$3.75M
|
-$156K
|
-3,073
|
-4%
|
|
|
74
|
Truist Financial
Charlotte,
North Carolina
|
$3.69M
|
-$2.17M
|
-42,842
|
-37%
|
|
|
75
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$3.66M
|
-$16.5K
|
-326
|
-0.4%
|
|
