|
51
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$689K
|
-$95.1K
|
-1,303
|
-13%
|
|
|
52
|
Raymond James & Associates
St Petersburg,
Florida
|
$685K
|
–
|
–
|
–
|
|
|
53
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$684K
|
+$15.4K
|
+211
|
+2%
|
|
|
54
|
Mather Group
Chicago,
Illinois
|
$660K
|
+$12K
|
+165
|
+2%
|
|
|
55
|
One Capital Management
Westlake Village,
California
|
$651K
|
+$19K
|
+260
|
+3%
|
|
|
56
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$580K
|
+$17.1K
|
+234
|
+3%
|
|
|
57
|
Retirement Capital Strategies
San Jose,
California
|
$579K
|
+$546K
|
+7,477
|
New
|
|
|
58
|
IMS Capital Management
Portland,
Oregon
|
$573K
|
–
|
–
|
–
|
|
|
59
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$568K
|
-$1.97K
|
-27
|
-0.4%
|
|
|
60
|
Private Advisor Group
Morristown,
New Jersey
|
$524K
|
-$239K
|
-3,270
|
-33%
|
|
|
61
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$523K
|
+$17.5K
|
+240
|
+4%
|
|
|
62
|
Wharton Business Group
Malvern,
Pennsylvania
|
$513K
|
-$30.3K
|
-415
|
-6%
|
|
|
63
|
Pathstone Family Office
Englewood,
New Jersey
|
$509K
|
+$480K
|
+6,575
|
New
|
|
|
64
|
Beacon Financial Group
Dallas,
Texas
|
$508K
|
–
|
–
|
–
|
|
|
65
|
Values Added Financial
Washington,
District of Columbia
|
$496K
|
+$468K
|
+6,410
|
New
|
|
|
66
|
Strategic Blueprint
Atlanta,
Georgia
|
$495K
|
-$140K
|
-1,913
|
-23%
|
|
|
67
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$488K
|
–
|
–
|
–
|
|
|
68
|
Sweeney & Michel
Chico,
California
|
$460K
|
-$13.9K
|
-190
|
-3%
|
|
|
69
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$448K
|
–
|
–
|
–
|
|
|
70
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$440K
|
-$107K
|
-1,463
|
-20%
|
|
|
71
|
|
$439K
|
–
|
–
|
–
|
|
|
72
|
AGF Management
Toronto,
Ontario, Canada
|
$426K
|
-$102K
|
-1,400
|
-20%
|
|
|
73
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$424K
|
-$223K
|
-3,050
|
-36%
|
|
|
74
|
KB Financial Partners
Princeton,
New Jersey
|
$424K
|
-$12.3K
|
-169
|
-3%
|
|
|
75
|
Farther Finance Advisors
San Francisco,
California
|
$414K
|
-$24.6K
|
-337
|
-6%
|
|
