|
51
|
Denver PWM
Denver,
Colorado
|
$611K
|
+$942K
|
+74,302
|
New
|
|
|
52
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$591K
|
-$565K
|
-44,574
|
-41%
|
|
|
53
|
Stifel Financial
St. Louis,
Missouri
|
$566K
|
-$14.4K
|
-1,138
|
-2%
|
|
|
54
|
Matisse Capital
Portland,
Oregon
|
$519K
|
+$727K
|
+57,360
|
New
|
|
|
55
|
Advisornet Financial
Minnetonka,
Minnesota
|
$491K
|
+$105K
|
+8,300
|
+18%
|
|
|
56
|
Strategic Advisors
New York
|
$414K
|
+$73.9K
|
+5,829
|
+16%
|
|
|
57
|
Titus Wealth Management
Larskpur,
California
|
$405K
|
+$12.7K
|
+1,000
|
+2%
|
|
|
58
|
Carret Asset Management
New York
|
$397K
|
+$187K
|
+14,747
|
+50%
|
|
|
59
|
Lee Financial
Dallas,
Texas
|
$389K
|
-$76K
|
-5,994
|
-12%
|
|
|
60
|
|
$358K
|
+$503K
|
+39,700
|
New
|
|
|
61
|
Equitable Holdings
New York
|
$356K
|
+$500K
|
+39,432
|
New
|
|
|
62
|
Rothschild Investment LLC
Chicago,
Illinois
|
$348K
|
–
|
–
|
–
|
|
|
63
|
XML Financial
Bethesda,
Maryland
|
$341K
|
+$117K
|
+9,216
|
+32%
|
|
|
64
|
Partnervest Advisory Services
Santa Barbara,
California
|
$333K
|
+$227K
|
+17,902
|
+95%
|
|
|
65
|
Moors & Cabot
Boston,
Massachusetts
|
$329K
|
+$464K
|
+36,641
|
New
|
|
|
66
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$307K
|
+$394K
|
+31,108
|
+1,111%
|
|
|
67
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$307K
|
+$431K
|
+34,050
|
New
|
|
|
68
|
Raymond James Trust
St. Petersburg,
Florida
|
$302K
|
+$179K
|
+14,100
|
+73%
|
|
|
69
|
|
$271K
|
-$532K
|
-42,001
|
-58%
|
|
|
70
|
1776 Wealth
Atlanta,
Georgia
|
$255K
|
+$348K
|
+27,450
|
+3,331%
|
|
|
71
|
Truist Financial
Charlotte,
North Carolina
|
$241K
|
-$19.4K
|
-1,529
|
-5%
|
|
|
72
|
MML Investors Services
Springfield,
Massachusetts
|
$241K
|
+$338K
|
+26,682
|
New
|
|
|
73
|
Bank of New York Mellon
New York
|
$228K
|
-$19K
|
-1,500
|
-6%
|
|
|
74
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$223K
|
-$813K
|
-64,152
|
-72%
|
|
|
75
|
WealthBridge Capital Management
Westerville,
Ohio
|
$207K
|
-$147K
|
-11,590
|
-34%
|
|
