|
51
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$10.1M
|
+$2.47M
|
+33,090
|
+32%
|
|
|
52
|
|
$9.46M
|
-$61K
|
-818
|
-0.6%
|
|
|
53
|
Denver PWM
Denver,
Colorado
|
$8.93M
|
–
|
–
|
–
|
|
|
54
|
Truist Financial
Charlotte,
North Carolina
|
$7.77M
|
-$149
|
-2
|
-0%
|
|
|
55
|
Cozad Asset Management
Champaign,
Illinois
|
$7.62M
|
+$1.26M
|
+16,899
|
+20%
|
|
|
56
|
Anfield Capital Management
Irvine,
California
|
$7.49M
|
+$30.7K
|
+412
|
+0.4%
|
|
|
57
|
FLC Capital Advisors
Palm Desert,
California
|
$7.43M
|
+$7.39M
|
+99,179
|
New
|
|
|
58
|
Seneca House Advisors
Richmond,
Virginia
|
$7.37M
|
+$7.33M
|
+98,374
|
New
|
|
|
59
|
Wingate Wealth Advisors
Lexington,
Massachusetts
|
$7.01M
|
+$5.84M
|
+78,369
|
+512%
|
|
|
60
|
Cora Capital Advisors
Marlton,
New Jersey
|
$6.65M
|
+$182K
|
+2,449
|
+3%
|
|
|
61
|
DDFG Inc
Thousand Oaks,
California
|
$6.4M
|
+$47.7K
|
+640
|
+0.8%
|
|
|
62
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$6.24M
|
+$6.21M
|
+83,369
|
New
|
|
|
63
|
D.A. Davidson & Co
Great Falls,
Montana
|
$6.21M
|
+$142K
|
+1,905
|
+2%
|
|
|
64
|
Weil Company
San Diego,
California
|
$5.74M
|
+$1.4M
|
+18,799
|
+33%
|
|
|
65
|
FMA Wealth Management
Duxbury,
Massachusetts
|
$5.68M
|
-$8.12K
|
-109
|
-0.1%
|
|
|
66
|
GeoWealth Management
Chicago,
Illinois
|
$5.57M
|
-$220K
|
-2,958
|
-4%
|
|
|
67
|
Aspen Wealth Strategies
Arvada,
Colorado
|
$5.57M
|
+$410K
|
+5,502
|
+8%
|
|
|
68
|
Addison Advisors
Middlebury,
Vermont
|
$5.55M
|
-$107K
|
-1,436
|
-2%
|
|
|
69
|
United Capital Financial Advisors
Irving,
Texas
|
$5.54M
|
+$233K
|
+3,130
|
+4%
|
|
|
70
|
|
$5.52M
|
-$58.6K
|
-787
|
-1%
|
|
|
71
|
Steward Partners Investment Advisory
New York
|
$5.42M
|
+$77K
|
+1,033
|
+1%
|
|
|
72
|
GEM Asset Management
Plymouth,
Michigan
|
$5.41M
|
+$30.4K
|
+408
|
+0.6%
|
|
|
73
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.21M
|
+$673K
|
+9,032
|
+15%
|
|
|
74
|
Farther Finance Advisors
San Francisco,
California
|
$5.16M
|
+$1.24M
|
+16,638
|
+32%
|
|
|
75
|
Vista Cima Wealth Management
Surprise,
Arizona
|
$4.75M
|
+$134K
|
+1,797
|
+3%
|
|
