|
76
|
WealthSource Partners
San Luis Obispo,
California
|
$4.5M
|
+$440K
|
+8,771
|
+11%
|
|
|
77
|
Truist Financial
Charlotte,
North Carolina
|
$4.48M
|
+$1.01M
|
+20,081
|
+29%
|
|
|
78
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.46M
|
+$184K
|
+3,679
|
+4%
|
|
|
79
|
Bank of New York Mellon
New York
|
$4.44M
|
+$3.81M
|
+75,908
|
+599%
|
|
|
80
|
MA Private Wealth
San Carlos,
California
|
$4.26M
|
-$6.64M
|
-132,373
|
-61%
|
|
|
81
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$4.22M
|
+$259K
|
+5,171
|
+7%
|
|
|
82
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$4.12M
|
-$796K
|
-15,881
|
-16%
|
|
|
83
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$4.11M
|
-$103K
|
-2,064
|
-2%
|
|
|
84
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$4.04M
|
-$206K
|
-4,099
|
-5%
|
|
|
85
|
Beacon Financial Group
Dallas,
Texas
|
$3.74M
|
-$897K
|
-17,896
|
-19%
|
|
|
86
|
Covington Capital Management
Los Angeles,
California
|
$3.74M
|
-$125K
|
-2,500
|
-3%
|
|
|
87
|
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
|
$3.7M
|
+$671K
|
+13,390
|
+22%
|
|
|
88
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$3.68M
|
–
|
–
|
–
|
|
|
89
|
Colony Group
Boston,
Massachusetts
|
$3.67M
|
–
|
–
|
–
|
|
|
90
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$3.64M
|
+$3.64M
|
+72,624
|
New
|
|
|
91
|
RFG Advisory
Birmingham,
Alabama
|
$3.56M
|
-$64.3K
|
-1,283
|
-2%
|
|
|
92
|
Corrado Advisors
Ramsey,
New Jersey
|
$3.51M
|
-$64.7K
|
-1,290
|
-2%
|
|
|
93
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.34M
|
+$389K
|
+7,755
|
+13%
|
|
|
94
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$3.19M
|
+$376K
|
+7,507
|
+13%
|
|
|
95
|
Steward Partners Investment Advisory
New York
|
$3.11M
|
-$4.1M
|
-81,770
|
-57%
|
|
|
96
|
Royal Harbor Partners
Houston,
Texas
|
$3M
|
–
|
–
|
–
|
|
|
97
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$3M
|
+$276K
|
+5,510
|
+10%
|
|
|
98
|
Arkfeld Wealth Strategies
Omaha,
Nebraska
|
$2.99M
|
-$70K
|
-1,396
|
-2%
|
|
|
99
|
Moseley Investment Management
Bradenton,
Florida
|
$2.88M
|
+$392K
|
+7,815
|
+16%
|
|
|
100
|
Focused Wealth Management
Newburgh,
New York
|
$2.69M
|
-$752
|
-15
|
-0%
|
|
