|
51
|
LVW Advisors
Pittsford,
New York
|
$14.5M
|
-$2.47M
|
-102,072
|
-15%
|
|
|
52
|
Wells Fargo
San Francisco,
California
|
$14.3M
|
+$204K
|
+8,408
|
+1%
|
|
|
53
|
First National Trust
Hermitage,
Pennsylvania
|
$14M
|
+$568K
|
+23,452
|
+4%
|
|
|
54
|
Northeast Financial Group
Tannersville,
Pennsylvania
|
$13.9M
|
+$581K
|
+23,988
|
+4%
|
|
|
55
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$13.8M
|
+$6.29M
|
+259,912
|
+85%
|
|
|
56
|
Vivaldi Capital Management
Chicago,
Illinois
|
$13.4M
|
+$9.89M
|
+408,210
|
+291%
|
|
|
57
|
AssetMark Inc
Concord,
California
|
$13.4M
|
+$8.64M
|
+356,748
|
+186%
|
|
|
58
|
World Investment Advisors
Santa Barbara,
California
|
$12.9M
|
+$284K
|
+11,724
|
+2%
|
|
|
59
|
Mason & Associates (California)
Los Angeles,
California
|
$12.6M
|
-$433K
|
-17,874
|
-3%
|
|
|
60
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$11.7M
|
+$11.6M
|
+481,074
|
New
|
|
|
61
|
Manchester Financial
Westlake Village,
California
|
$11.1M
|
-$18.7M
|
-771,116
|
-63%
|
|
|
62
|
Blume Capital Management
Berkeley,
California
|
$11M
|
+$4.17M
|
+172,112
|
+62%
|
|
|
63
|
Charles Schwab Trust
Henderson,
Nevada
|
$10.7M
|
+$1.91M
|
+78,860
|
+22%
|
|
|
64
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$10.4M
|
+$434K
|
+17,932
|
+4%
|
|
|
65
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$10.4M
|
-$352K
|
-14,550
|
-3%
|
|
|
66
|
Abacus Planning Group
Columbia,
South Carolina
|
$10.2M
|
-$134K
|
-5,540
|
-1%
|
|
|
67
|
Truist Financial
Charlotte,
North Carolina
|
$9.79M
|
+$197K
|
+8,146
|
+2%
|
|
|
68
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$9.77M
|
-$3.36M
|
-138,902
|
-26%
|
|
|
69
|
Donoghue Forlines
Boston,
Massachusetts
|
$9.64M
|
+$4.24M
|
+175,276
|
+80%
|
|
|
70
|
Soltis Investment Advisors
St. George,
Utah
|
$9.13M
|
+$216K
|
+8,916
|
+2%
|
|
|
71
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$9.04M
|
+$387K
|
+15,998
|
+5%
|
|
|
72
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$9.01M
|
+$581K
|
+23,992
|
+7%
|
|
|
73
|
Dean Investment Associates
Beavercreek,
Ohio
|
$8.9M
|
+$167K
|
+6,890
|
+2%
|
|
|
74
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$8.75M
|
+$789K
|
+32,588
|
+10%
|
|
|
75
|
Pure Financial Advisors
San Diego,
California
|
$8.58M
|
-$456K
|
-18,846
|
-5%
|
|
