|
51
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$1.96M
|
+$3.26M
|
+51,363
|
New
|
|
|
52
|
Truist Financial
Charlotte,
North Carolina
|
$1.92M
|
+$1.26M
|
+19,846
|
+65%
|
|
|
53
|
Cypress Wealth Services
Palm Desert,
California
|
$1.91M
|
+$3.17M
|
+50,000
|
New
|
|
|
54
|
AE Wealth Management
Topeka,
Kansas
|
$1.73M
|
+$2.64M
|
+41,672
|
+1,176%
|
|
|
55
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.68M
|
+$629K
|
+9,907
|
+29%
|
|
|
56
|
Bank of New York Mellon
New York
|
$1.63M
|
-$13.7M
|
-215,174
|
-83%
|
|
|
57
|
Vickerman & Driscoll Financial Advisors
Spokane,
Washington
|
$1.63M
|
+$2.71M
|
+42,705
|
New
|
|
|
58
|
First National Corp
Rockland,
Massachusetts
|
$1.63M
|
+$63
|
+1
|
New
|
|
|
59
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$1.62M
|
+$2.69M
|
+42,351
|
New
|
|
|
60
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.6M
|
+$978K
|
+15,417
|
+58%
|
|
|
61
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$1.55M
|
+$2.57M
|
+40,554
|
New
|
|
|
62
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$1.52M
|
+$2.14M
|
+33,694
|
+561%
|
|
|
63
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$1.47M
|
-$352K
|
-5,545
|
-13%
|
|
|
64
|
Creative Planning
Overland Park,
Kansas
|
$1.4M
|
-$3.85M
|
-60,635
|
-62%
|
|
|
65
|
20/20 Capital Management
Costa Mesa,
California
|
$1.36M
|
+$880K
|
+13,862
|
+100%
|
|
|
66
|
Spearhead Capital Advisors
Wellington,
Florida
|
$1.35M
|
+$253K
|
+3,987
|
+13%
|
|
|
67
|
Renaissance Technologies
New York
|
$1.29M
|
+$1.92M
|
+30,200
|
+839%
|
|
|
68
|
Stephens Inc
Little Rock,
Arkansas
|
$1.28M
|
+$641K
|
+10,100
|
+43%
|
|
|
69
|
Evoke Wealth
Los Angeles,
California
|
$1.24M
|
+$2.05M
|
+32,375
|
New
|
|
|
70
|
Kore Private Wealth
New York
|
$1.2M
|
+$678K
|
+10,689
|
+51%
|
|
|
71
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$1.2M
|
+$1.33M
|
+20,955
|
+200%
|
|
|
72
|
Circle Wealth Management
Summit,
New Jersey
|
$1.19M
|
+$1.97M
|
+31,035
|
New
|
|
|
73
|
Ancora Advisors
Cleveland,
Ohio
|
$1.18M
|
–
|
–
|
–
|
|
|
74
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$1.14M
|
+$1.9M
|
+29,905
|
New
|
|
|
75
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.12M
|
+$371K
|
+5,855
|
+25%
|
|
