|
51
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$1.79M
|
+$1.73M
|
+24,915
|
New
|
|
|
52
|
Fairview Capital Investment Management
Greenbrae,
California
|
$1.66M
|
-$24.2K
|
-350
|
-1%
|
|
|
53
|
SVA Wealth Management
Madison,
Wisconsin
|
$1.47M
|
-$10.1K
|
-146
|
-0.7%
|
|
|
54
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.44M
|
+$1.39M
|
+20,028
|
New
|
|
|
55
|
Pathstone Family Office
Englewood,
New Jersey
|
$1.42M
|
–
|
–
|
–
|
|
|
56
|
Tobias Financial Advisors
Plantation,
Florida
|
$1.28M
|
+$1.23M
|
+17,819
|
New
|
|
|
57
|
Truist Financial
Charlotte,
North Carolina
|
$1.24M
|
+$1.19M
|
+17,202
|
New
|
|
|
58
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$1.22M
|
+$242K
|
+3,493
|
+26%
|
|
|
59
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$1.17M
|
-$427K
|
-6,170
|
-28%
|
|
|
60
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$1.15M
|
+$208K
|
+3,000
|
+23%
|
|
|
61
|
Insight Wealth Strategies
San Ramon,
California
|
$1.14M
|
+$1.1M
|
+15,844
|
New
|
|
|
62
|
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
|
$1.07M
|
+$114K
|
+1,650
|
+12%
|
|
|
63
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$1.01M
|
+$969K
|
+13,986
|
New
|
|
|
64
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$1M
|
–
|
–
|
–
|
|
|
65
|
Rockefeller Capital Management
New York
|
$995K
|
+$851K
|
+12,295
|
+814%
|
|
|
66
|
SeaCrest Wealth Management
Purchase,
New York
|
$984K
|
-$206K
|
-2,975
|
-18%
|
|
|
67
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$917K
|
+$294K
|
+4,239
|
+50%
|
|
|
68
|
Koshinski Asset Management
Decatur,
Illinois
|
$908K
|
+$875K
|
+12,638
|
New
|
|
|
69
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$871K
|
-$32.8K
|
-474
|
-4%
|
|
|
70
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$858K
|
+$825K
|
+11,911
|
New
|
|
|
71
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$852K
|
+$60.9K
|
+879
|
+8%
|
|
|
72
|
Financial Perspectives
Minneapolis,
Minnesota
|
$834K
|
+$802K
|
+11,579
|
New
|
|
|
73
|
Leavell Investment Management
Mobile,
Alabama
|
$772K
|
-$5.06K
|
-73
|
-0.7%
|
|
|
74
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$743K
|
–
|
–
|
–
|
|
|
75
|
Brown Advisory
Baltimore,
Maryland
|
$740K
|
+$711K
|
+10,265
|
New
|
|
