|
51
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$4.53M
|
+$1.14M
|
+59,392
|
+34%
|
|
|
52
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$4.49M
|
+$372K
|
+19,322
|
+9%
|
|
|
53
|
Cetera Advisor Networks
El Segundo,
California
|
$4.45M
|
+$425K
|
+22,100
|
+11%
|
|
|
54
|
|
$4.26M
|
–
|
–
|
–
|
|
|
55
|
Ameriprise
Minneapolis,
Minnesota
|
$3.55M
|
+$66K
|
+3,430
|
+2%
|
|
|
56
|
CX Institutional
Auburn,
Indiana
|
$3.55M
|
+$1.09M
|
+56,717
|
+45%
|
|
|
57
|
Vista Capital Partners
Portland,
Oregon
|
$3.37M
|
+$1.18M
|
+61,187
|
+54%
|
|
|
58
|
Appleton Partners
Boston,
Massachusetts
|
$3.35M
|
+$130K
|
+6,751
|
+4%
|
|
|
59
|
Rockbridge Investment Management
Syracuse,
New York
|
$3.34M
|
+$70.9K
|
+3,684
|
+2%
|
|
|
60
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$3.34M
|
-$9.54M
|
-495,706
|
-74%
|
|
|
61
|
Empirical Wealth Management
Seattle,
Washington
|
$3.31M
|
+$491K
|
+25,489
|
+17%
|
|
|
62
|
Avior Wealth Management
Omaha,
Nebraska
|
$3.3M
|
+$404K
|
+20,975
|
+14%
|
|
|
63
|
Pacific Capital Wealth Advisors
Corona,
California
|
$3.29M
|
+$3.28M
|
+170,576
|
New
|
|
|
64
|
Cypress Point Wealth Management
Dallas,
Texas
|
$3.17M
|
-$212K
|
-11,033
|
-6%
|
|
|
65
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.04M
|
+$2.19M
|
+113,613
|
+258%
|
|
|
66
|
Geneos Wealth Management
Englewood,
Colorado
|
$3.03M
|
+$144K
|
+7,500
|
+5%
|
|
|
67
|
|
$2.97M
|
-$4.9M
|
-254,838
|
-62%
|
|
|
68
|
Upper Left Wealth Management
Tampa,
Florida
|
$2.91M
|
-$10.9K
|
-566
|
-0.4%
|
|
|
69
|
Schoolcraft Capital
Boulder,
Colorado
|
$2.81M
|
-$6.45K
|
-335
|
-0.2%
|
|
|
70
|
Financial Counselors Inc
Overland Park,
Kansas
|
$2.78M
|
–
|
–
|
–
|
|
|
71
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$2.77M
|
+$299K
|
+15,552
|
+13%
|
|
|
72
|
Truist Financial
Charlotte,
North Carolina
|
$2.77M
|
-$163K
|
-8,446
|
-6%
|
|
|
73
|
Truepoint Inc
Cincinnati,
Ohio
|
$2.74M
|
+$1.65M
|
+85,949
|
+153%
|
|
|
74
|
Congress Wealth Management
Boston,
Massachusetts
|
$2.7M
|
+$40.7K
|
+2,116
|
+2%
|
|
|
75
|
HighTower Advisors
Chicago,
Illinois
|
$2.64M
|
-$56.1K
|
-2,916
|
-2%
|
|
