|
76
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$39.5M
|
-$2.55M
|
-145,476
|
-6%
|
|
|
77
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$38.7M
|
+$2.38M
|
+135,720
|
+7%
|
|
|
78
|
Harbour Investments
Madison,
Wisconsin
|
$37.8M
|
+$1.34M
|
+76,089
|
+4%
|
|
|
79
|
Modera Wealth Management
Westwood,
New Jersey
|
$37.7M
|
-$379K
|
-21,564
|
-1%
|
|
|
80
|
Appleton Partners
Boston,
Massachusetts
|
$37.3M
|
+$1.84M
|
+105,021
|
+6%
|
|
|
81
|
Berger Financial Group
Plymouth,
Minnesota
|
$36.5M
|
+$1.41M
|
+80,310
|
+4%
|
|
|
82
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$36.5M
|
+$223K
|
+12,726
|
+0.7%
|
|
|
83
|
Courage Miller Partners
Norfolk,
Virginia
|
$36.4M
|
-$855K
|
-48,699
|
-2%
|
|
|
84
|
Access Financial Services
Minneapolis,
Minnesota
|
$36.1M
|
+$576K
|
+32,814
|
+2%
|
|
|
85
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$34.4M
|
+$593K
|
+33,777
|
+2%
|
|
|
86
|
Ashford Advisors
Pittsford,
New York
|
$34.3M
|
+$2.51M
|
+142,764
|
+8%
|
|
|
87
|
Wells Fargo
San Francisco,
California
|
$34.1M
|
+$1.5M
|
+85,233
|
+5%
|
|
|
88
|
Truist Financial
Charlotte,
North Carolina
|
$32.3M
|
-$8.17M
|
-464,946
|
-21%
|
|
|
89
|
|
$32.2M
|
+$2.54M
|
+144,543
|
+9%
|
|
|
90
|
Moneywise Inc
Forest,
Virginia
|
$32.2M
|
-$1.07M
|
-60,744
|
-3%
|
|
|
91
|
Matrix Trust Company
Denver,
Colorado
|
$32.2M
|
-$2.06K
|
-117
|
-0%
|
|
|
92
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$31.8M
|
–
|
–
|
–
|
|
|
93
|
Leverty Financial Group
Hudson,
Wisconsin
|
$31.2M
|
+$1.19M
|
+67,494
|
+4%
|
|
|
94
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$30.9M
|
+$1.28M
|
+73,068
|
+5%
|
|
|
95
|
Baker Avenue Asset Management
San Francisco,
California
|
$30.7M
|
+$4.48M
|
+255,078
|
+19%
|
|
|
96
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$30.6M
|
-$832K
|
-47,379
|
-3%
|
|
|
97
|
Veery Capital
Wilmington,
Delaware
|
$30.6M
|
+$951K
|
+54,132
|
+3%
|
|
|
98
|
Embree Financial Group
Chicago,
Illinois
|
$30.1M
|
+$28.1M
|
+1,598,721
|
New
|
|
|
99
|
Allworth Financial
Folsom,
California
|
$30M
|
-$416K
|
-23,697
|
-1%
|
|
|
100
|
Tradewinds Capital Management
Bellingham,
Washington
|
$29.9M
|
+$27.7M
|
+1,578,171
|
+11,143%
|
|
