|
51
|
First Personal Financial Services
Charlotte,
North Carolina
|
$5.16M
|
+$78.9K
|
+460
|
+2%
|
|
|
52
|
Anchor Investment Management
Columbia,
South Carolina
|
$5.04M
|
+$368K
|
+2,147
|
+8%
|
|
|
53
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
$4.96M
|
+$278K
|
+1,618
|
+6%
|
|
|
54
|
International Assets Investment Management
Orlando,
Florida
|
$4.95M
|
–
|
–
|
–
|
|
|
55
|
Stelac Advisory Services
New York
|
$4.88M
|
-$8.78M
|
-51,196
|
-65%
|
|
|
56
|
KCM Investment Advisors
Greenbrae,
California
|
$4.84M
|
+$428K
|
+2,492
|
+10%
|
|
|
57
|
CX Institutional
Auburn,
Indiana
|
$4.75M
|
+$2.5M
|
+14,549
|
+120%
|
|
|
58
|
NFP Retirement Inc
Aliso Viejo,
California
|
$4.72M
|
-$22.6K
|
-132
|
-0.5%
|
|
|
59
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$4.55M
|
-$1.11M
|
-6,456
|
-20%
|
|
|
60
|
Tatro Capital
Lexington,
Kentucky
|
$4.51M
|
-$58.9K
|
-343
|
-1%
|
|
|
61
|
Avantax Advisory Services
Dallas,
Texas
|
$4.46M
|
-$4.98M
|
-29,018
|
-54%
|
|
|
62
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$4.24M
|
+$835K
|
+4,869
|
+26%
|
|
|
63
|
Harbour Investments
Madison,
Wisconsin
|
$4.22M
|
+$4.06M
|
+23,681
|
New
|
|
|
64
|
Lazard Asset Management
New York
|
$4.21M
|
+$102K
|
+596
|
+3%
|
|
|
65
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.17M
|
+$2.74M
|
+15,988
|
+216%
|
|
|
66
|
Bailard
Foster City,
California
|
$4.02M
|
-$320K
|
-1,867
|
-8%
|
|
|
67
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$4M
|
+$172K
|
+1,004
|
+5%
|
|
|
68
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$3.94M
|
-$23.5M
|
-137,241
|
-86%
|
|
|
69
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$3.87M
|
-$2.4M
|
-14,013
|
-39%
|
|
|
70
|
Advisory Services Network
Atlanta,
Georgia
|
$3.86M
|
+$47.9K
|
+279
|
+1%
|
|
|
71
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$3.8M
|
-$269K
|
-1,567
|
-7%
|
|
|
72
|
Truist Financial
Charlotte,
North Carolina
|
$3.78M
|
-$820K
|
-4,777
|
-18%
|
|
|
73
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$3.73M
|
-$201K
|
-1,173
|
-5%
|
|
|
74
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$3.65M
|
+$231K
|
+1,347
|
+7%
|
|
|
75
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$3.44M
|
–
|
–
|
–
|
|
