|
51
|
People's United Financial
Bridgeport,
Connecticut
|
$5.64M
|
-$493K
|
-4,624
|
-8%
|
|
|
52
|
Freestone Capital Holdings
Seattle,
Washington
|
$5.59M
|
-$186K
|
-1,741
|
-3%
|
|
|
53
|
Parcion Private Wealth
Bellevue,
Washington
|
$5.34M
|
+$5.33M
|
+49,994
|
New
|
|
|
54
|
Efficient Advisors
Mason,
Ohio
|
$5.07M
|
+$18.9K
|
+177
|
+0.4%
|
|
|
55
|
Avidian Wealth Enterprises
Houston,
Texas
|
$5.01M
|
+$223K
|
+2,092
|
+5%
|
|
|
56
|
Beacon Pointe Wealth Advisors
Newport Beach,
California
|
$4.98M
|
+$4.97M
|
+46,638
|
New
|
|
|
57
|
Allen Investment Management
New York
|
$4.93M
|
+$380K
|
+3,562
|
+8%
|
|
|
58
|
Roundview Capital
Princeton,
New Jersey
|
$4.92M
|
+$24.6K
|
+231
|
+0.5%
|
|
|
59
|
Bouchey Financial Group
Troy,
New York
|
$4.82M
|
+$534K
|
+5,009
|
+12%
|
|
|
60
|
Condor Capital Management
Martinsville,
New Jersey
|
$4.65M
|
+$6.08K
|
+57
|
+0.1%
|
|
|
61
|
Integrated Advisors Network
Dallas,
Texas
|
$4.62M
|
+$4.61M
|
+43,233
|
New
|
|
|
62
|
Inscription Capital
Houston,
Texas
|
$4.46M
|
+$175K
|
+1,642
|
+4%
|
|
|
63
|
Soltis Investment Advisors
St. George,
Utah
|
$4.41M
|
+$4.4M
|
+41,255
|
New
|
|
|
64
|
Single Point Partners
Boston,
Massachusetts
|
$4.28M
|
+$4.27M
|
+40,064
|
New
|
|
|
65
|
Truist Financial
Charlotte,
North Carolina
|
$4.16M
|
+$1.85M
|
+17,390
|
+81%
|
|
|
66
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$4.11M
|
-$465K
|
-4,360
|
-10%
|
|
|
67
|
Riverview Trust Company
Vancouver,
Washington
|
$3.87M
|
-$367K
|
-3,444
|
-9%
|
|
|
68
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$3.83M
|
+$2.23M
|
+20,930
|
+140%
|
|
|
69
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$3.75M
|
+$747
|
+7
|
+0%
|
|
|
70
|
First Allied Advisory Services
San Diego,
California
|
$3.75M
|
+$489K
|
+4,587
|
+15%
|
|
|
71
|
Manning & Napier Group
Fairport,
New York
|
$3.75M
|
–
|
–
|
–
|
|
|
72
|
Mirsky Financial Management
Rochester,
New York
|
$3.72M
|
+$70K
|
+656
|
+2%
|
|
|
73
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$3.58M
|
-$63.5K
|
-595
|
-2%
|
|
|
74
|
|
$3.54M
|
+$359K
|
+3,366
|
+11%
|
|
|
75
|
Horiko Capital Management
New York
|
$3.53M
|
-$192K
|
-1,800
|
-5%
|
|
