|
51
|
Perigon Wealth Management
San Francisco,
California
|
$6.8M
|
+$864K
|
+37,101
|
+15%
|
|
|
52
|
Tortoise Investment Management
White Plains,
New York
|
$6.24M
|
-$55.8K
|
-2,396
|
-0.9%
|
|
|
53
|
Simon Quick Advisors
Morristown,
New Jersey
|
$6.06M
|
–
|
–
|
–
|
|
|
54
|
Savant Capital
Rockford,
Illinois
|
$5.98M
|
+$6.06M
|
+260,254
|
New
|
|
|
55
|
|
$5.91M
|
+$325K
|
+13,965
|
+6%
|
|
|
56
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$5.74M
|
+$5.69M
|
+244,351
|
New
|
|
|
57
|
Golden State Wealth Management
Santa Ana,
California
|
$5.66M
|
+$5.54M
|
+237,795
|
+8,532%
|
|
|
58
|
Goodman Advisory Group
Needham,
Massachusetts
|
$5.28M
|
-$466K
|
-20,000
|
-8%
|
|
|
59
|
Concurrent Investment Advisors
Tampa,
Florida
|
$5.25M
|
+$1.35M
|
+58,052
|
+35%
|
|
|
60
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$5.17M
|
+$37.7K
|
+1,621
|
+0.7%
|
|
|
61
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$5.08M
|
+$1.67M
|
+71,744
|
+50%
|
|
|
62
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$4.91M
|
-$117K
|
-5,041
|
-2%
|
|
|
63
|
Petix & Botte Financial
La Mesa,
California
|
$4.85M
|
+$2.61M
|
+111,969
|
+119%
|
|
|
64
|
MGO One Seven
Beachwood,
Ohio
|
$4.71M
|
+$933K
|
+40,061
|
+25%
|
|
|
65
|
Private Advisor Group
Morristown,
New Jersey
|
$4.59M
|
-$649K
|
-27,877
|
-13%
|
|
|
66
|
Truist Financial
Charlotte,
North Carolina
|
$4.57M
|
+$311K
|
+13,340
|
+7%
|
|
|
67
|
Confluence Investment Management
St. Louis,
Missouri
|
$4.53M
|
-$374K
|
-16,069
|
-8%
|
|
|
68
|
1900 Wealth Management
San Antonio,
Texas
|
$4.51M
|
-$258K
|
-11,094
|
-5%
|
|
|
69
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.49M
|
+$119K
|
+5,096
|
+3%
|
|
|
70
|
Skyline Advisors
Bellingham,
Washington
|
$4.43M
|
+$3.6M
|
+154,463
|
+454%
|
|
|
71
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$4.42M
|
+$203K
|
+8,717
|
+5%
|
|
|
72
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$4.36M
|
+$1.04M
|
+44,862
|
+32%
|
|
|
73
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$4.32M
|
+$124K
|
+5,332
|
+3%
|
|
|
74
|
Entrust Financial
Wayne,
Pennsylvania
|
$4.25M
|
+$268K
|
+11,497
|
+7%
|
|
|
75
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$4.25M
|
-$356K
|
-15,268
|
-8%
|
|
