|
51
|
|
$1.49M
|
-$616K
|
-33,076
|
-30%
|
|
|
52
|
|
$1.47M
|
+$1.39M
|
+74,827
|
+3,032%
|
|
|
53
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$1.39M
|
-$56.7K
|
-3,047
|
-4%
|
|
|
54
|
Boreal Capital Management
Miami,
Florida
|
$1.27M
|
+$1.25M
|
+66,894
|
New
|
|
|
55
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.24M
|
+$22.2K
|
+1,191
|
+2%
|
|
|
56
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.13M
|
-$200K
|
-10,724
|
-15%
|
|
|
57
|
FourThought Financial Partners
Venice,
Florida
|
$1.07M
|
+$111K
|
+5,967
|
+12%
|
|
|
58
|
Truist Financial
Charlotte,
North Carolina
|
$1.07M
|
+$35.8K
|
+1,922
|
+4%
|
|
|
59
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1.05M
|
-$50.3K
|
-2,700
|
-5%
|
|
|
60
|
UMB Bank
Kansas City,
Missouri
|
$1.02M
|
–
|
–
|
–
|
|
|
61
|
First Citizens Financial Corp
Mason City,
Iowa
|
$965K
|
-$36.8K
|
-1,976
|
-4%
|
|
|
62
|
Essex Financial Services
Essex,
Connecticut
|
$899K
|
+$882K
|
+47,378
|
New
|
|
|
63
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$845K
|
+$20.5K
|
+1,101
|
+3%
|
|
|
64
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$832K
|
+$817K
|
+43,885
|
New
|
|
|
65
|
Activest Wealth Management
Aventure,
Florida
|
$749K
|
-$1.51K
|
-81
|
-0.2%
|
|
|
66
|
MML Investors Services
Springfield,
Massachusetts
|
$729K
|
+$715K
|
+38,426
|
New
|
|
|
67
|
Capital & Planning LLC
Jonesboro,
Georgia
|
$727K
|
-$27K
|
-1,450
|
-4%
|
|
|
68
|
Bank of New York Mellon
New York
|
$721K
|
-$38.1K
|
-2,048
|
-5%
|
|
|
69
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$696K
|
+$130K
|
+6,976
|
+23%
|
|
|
70
|
Schnieders Capital Management
Pasadena,
California
|
$695K
|
–
|
–
|
–
|
|
|
71
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$686K
|
-$74.5K
|
-4,003
|
-10%
|
|
|
72
|
Insigneo Advisory Services
Miami,
Florida
|
$672K
|
+$660K
|
+35,434
|
New
|
|
|
73
|
LexAurum Advisors
Overland Park,
Kansas
|
$654K
|
+$117K
|
+6,270
|
+22%
|
|
|
74
|
Waverly Advisors
Birmingham,
Alabama
|
$650K
|
-$24.8K
|
-1,333
|
-4%
|
|
|
75
|
Argent Trust Co
Nashville,
Tennessee
|
$609K
|
-$153K
|
-8,209
|
-20%
|
|
