|
51
|
Renaissance Technologies
New York
|
$3.62M
|
+$3.59M
|
+34,300
|
New
|
|
|
52
|
Bouchey Financial Group
Troy,
New York
|
$3.61M
|
-$198K
|
-1,895
|
-5%
|
|
|
53
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$3.58M
|
+$3.4M
|
+32,447
|
New
|
|
|
54
|
MML Investors Services
Springfield,
Massachusetts
|
$3.43M
|
+$1.35M
|
+12,856
|
+65%
|
|
|
55
|
Patriot Wealth Management
Houston,
Texas
|
$3.42M
|
-$756K
|
-7,221
|
-18%
|
|
|
56
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$3.4M
|
-$178K
|
-1,704
|
-5%
|
|
|
57
|
|
$3.37M
|
+$129K
|
+1,231
|
+4%
|
|
|
58
|
Horiko Capital Management
New York
|
$3.15M
|
+$3.13M
|
+29,900
|
New
|
|
|
59
|
Cypress Capital Group
Palm Beach,
Florida
|
$2.79M
|
-$1.24M
|
-11,845
|
-31%
|
|
|
60
|
Slow Capital
Greenbrae,
California
|
$2.66M
|
+$555K
|
+5,299
|
+27%
|
|
|
61
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$2.65M
|
+$727K
|
+6,942
|
+38%
|
|
|
62
|
Steward Partners Investment Advisory
New York
|
$2.63M
|
+$287K
|
+2,744
|
+12%
|
|
|
63
|
United Capital Financial Advisors
Irving,
Texas
|
$2.59M
|
-$443K
|
-4,231
|
-15%
|
|
|
64
|
Lucia Wealth Services
San Diego,
California
|
$2.54M
|
-$745K
|
-7,116
|
-23%
|
|
|
65
|
Freestone Capital Holdings
Seattle,
Washington
|
$2.48M
|
+$2.47M
|
+23,558
|
New
|
|
|
66
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$2.46M
|
+$317K
|
+3,029
|
+15%
|
|
|
67
|
PDS Planning
Dublin,
Ohio
|
$2.4M
|
+$401K
|
+3,830
|
+20%
|
|
|
68
|
Autus Asset Management
Scottsdale,
Arizona
|
$2.34M
|
-$41.9K
|
-400
|
-2%
|
|
|
69
|
Wunderlich Capital Managemnt
Memphis,
Tennessee
|
$2.33M
|
+$26.6K
|
+254
|
+1%
|
|
|
70
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$2.32M
|
–
|
–
|
–
|
|
|
71
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.31M
|
+$13.6K
|
+130
|
+0.6%
|
|
|
72
|
Truist Financial
Charlotte,
North Carolina
|
$2.27M
|
+$2.26M
|
+21,553
|
New
|
|
|
73
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$2.26M
|
-$501K
|
-4,786
|
-18%
|
|
|
74
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$2.14M
|
-$66K
|
-630
|
-3%
|
|
|
75
|
Confluence Wealth Management
Portland,
Oregon
|
$2.09M
|
+$228K
|
+2,179
|
+12%
|
|
