|
51
|
Evolve Private Wealth
Los Angeles,
California
|
$11M
|
-$218K
|
-2,809
|
-2%
|
|
|
52
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$10.3M
|
+$9.91M
|
+127,641
|
+1,537%
|
|
|
53
|
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
|
$10.2M
|
-$563K
|
-7,242
|
-5%
|
|
|
54
|
TRB Wealth Management
Houston,
Texas
|
$9.54M
|
+$9.82M
|
+126,394
|
New
|
|
|
55
|
|
$9.41M
|
+$190K
|
+2,441
|
+2%
|
|
|
56
|
Denver PWM
Denver,
Colorado
|
$8.71M
|
-$2.15M
|
-27,676
|
-21%
|
|
|
57
|
Cozad Asset Management
Champaign,
Illinois
|
$8.68M
|
+$1.03M
|
+13,204
|
+13%
|
|
|
58
|
Weil Company
San Diego,
California
|
$8.31M
|
+$2.6M
|
+33,482
|
+44%
|
|
|
59
|
Truist Financial
Charlotte,
North Carolina
|
$7.95M
|
+$123K
|
+1,587
|
+2%
|
|
|
60
|
FLC Capital Advisors
Palm Desert,
California
|
$7.78M
|
+$299K
|
+3,854
|
+4%
|
|
|
61
|
Wingate Wealth Advisors
Lexington,
Massachusetts
|
$7.66M
|
+$603K
|
+7,762
|
+8%
|
|
|
62
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$6.98M
|
+$4.89M
|
+63,013
|
+214%
|
|
|
63
|
Park Avenue Securities
New York
|
$6.77M
|
+$3.12M
|
+40,217
|
+81%
|
|
|
64
|
Cora Capital Advisors
Marlton,
New Jersey
|
$6.73M
|
+$27.3K
|
+352
|
+0.4%
|
|
|
65
|
DDFG Inc
Thousand Oaks,
California
|
$6.52M
|
+$62.4K
|
+803
|
+0.9%
|
|
|
66
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$6.44M
|
+$150K
|
+1,931
|
+2%
|
|
|
67
|
D.A. Davidson & Co
Great Falls,
Montana
|
$6.38M
|
+$127K
|
+1,638
|
+2%
|
|
|
68
|
Kestra Advisory Services
Austin,
Texas
|
$6M
|
+$1.62M
|
+20,893
|
+36%
|
|
|
69
|
GeoWealth Management
Chicago,
Illinois
|
$5.78M
|
+$166K
|
+2,140
|
+3%
|
|
|
70
|
United Capital Financial Advisors
Irving,
Texas
|
$5.78M
|
+$205K
|
+2,645
|
+4%
|
|
|
71
|
|
$5.77M
|
+$208K
|
+2,681
|
+4%
|
|
|
72
|
FMA Wealth Management
Duxbury,
Massachusetts
|
$5.73M
|
+$6.14K
|
+79
|
+0.1%
|
|
|
73
|
Aspen Wealth Strategies
Arvada,
Colorado
|
$5.63M
|
+$15.7K
|
+202
|
+0.3%
|
|
|
74
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.43M
|
+$183K
|
+2,352
|
+3%
|
|
|
75
|
Addison Advisors
Middlebury,
Vermont
|
$5.41M
|
-$190K
|
-2,442
|
-3%
|
|
