|
51
|
Strategic Advisors
New York
|
$475K
|
+$14.7K
|
+1,455
|
+3%
|
|
|
52
|
Moors & Cabot
Boston,
Massachusetts
|
$444K
|
+$37.5K
|
+3,709
|
+10%
|
|
|
53
|
Equitable Holdings
New York
|
$436K
|
+$4.96K
|
+491
|
+1%
|
|
|
54
|
Titus Wealth Management
Larskpur,
California
|
$434K
|
-$50.5K
|
-5,000
|
-11%
|
|
|
55
|
Rothschild Investment LLC
Chicago,
Illinois
|
$421K
|
–
|
–
|
–
|
|
|
56
|
Carret Asset Management
New York
|
$386K
|
-$87.3K
|
-8,641
|
-20%
|
|
|
57
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$383K
|
+$11K
|
+1,088
|
+3%
|
|
|
58
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$356K
|
-$15.1K
|
-1,500
|
-4%
|
|
|
59
|
1776 Wealth
Atlanta,
Georgia
|
$343K
|
+$31.8K
|
+3,151
|
+11%
|
|
|
60
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$335K
|
+$142K
|
+14,043
|
+84%
|
|
|
61
|
Central Trust Company
Jefferson City,
Missouri
|
$333K
|
-$2.43M
|
-240,680
|
-89%
|
|
|
62
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$320K
|
+$120K
|
+11,845
|
+68%
|
|
|
63
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$302K
|
+$279K
|
+27,626
|
New
|
|
|
64
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$289K
|
+$17.2K
|
+1,706
|
+7%
|
|
|
65
|
Lee Financial
Dallas,
Texas
|
$285K
|
-$171K
|
-16,956
|
-39%
|
|
|
66
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$285K
|
+$156K
|
+15,443
|
+145%
|
|
|
67
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$278K
|
+$257K
|
+25,424
|
New
|
|
|
68
|
|
$265K
|
-$57.6K
|
-5,703
|
-19%
|
|
|
69
|
Adams Wealth Management
Logan,
Utah
|
$259K
|
+$40.1K
|
+3,968
|
+20%
|
|
|
70
|
WealthBridge Capital Management
Westerville,
Ohio
|
$240K
|
-$9.52K
|
-943
|
-4%
|
|
|
71
|
|
$233K
|
-$9.22K
|
-913
|
-4%
|
|
|
72
|
XML Financial
Bethesda,
Maryland
|
$219K
|
-$178K
|
-17,629
|
-47%
|
|
|
73
|
Ranch Capital Advisors
Sarasota,
Florida
|
$218K
|
-$2.24K
|
-222
|
-1%
|
|
|
74
|
Truist Financial
Charlotte,
North Carolina
|
$217K
|
-$68.3K
|
-6,763
|
-25%
|
|
|
75
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$205K
|
–
|
–
|
–
|
|
