|
51
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.72M
|
+$840K
|
+13,632
|
+95%
|
|
|
52
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$1.71M
|
+$193K
|
+3,133
|
+13%
|
|
|
53
|
Old Mission Capital
Chicago,
Illinois
|
$1.6M
|
+$1.61M
|
+26,055
|
New
|
|
|
54
|
LPL Financial
San Diego,
California
|
$1.52M
|
+$1.06M
|
+17,250
|
+227%
|
|
|
55
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.5M
|
+$196K
|
+3,177
|
+15%
|
|
|
56
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$1.23M
|
+$168K
|
+2,726
|
+16%
|
|
|
57
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.19M
|
+$219K
|
+3,549
|
+22%
|
|
|
58
|
MBE Wealth Management
Tomah,
Wisconsin
|
$1.12M
|
+$74.9K
|
+1,215
|
+7%
|
|
|
59
|
|
$1.1M
|
+$101K
|
+1,641
|
+10%
|
|
|
60
|
Personal Capital Advisors
Redwood City,
California
|
$1.05M
|
+$7.89K
|
+128
|
+0.8%
|
|
|
61
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$1.03M
|
+$47.9K
|
+777
|
+5%
|
|
|
62
|
|
$923K
|
+$683K
|
+11,085
|
+281%
|
|
|
63
|
Monterey Private Wealth
Monterey,
California
|
$922K
|
-$31.2K
|
-507
|
-3%
|
|
|
64
|
EP Wealth Advisors
Torrance,
California
|
$921K
|
–
|
–
|
–
|
|
|
65
|
Truist Financial
Charlotte,
North Carolina
|
$921K
|
+$925K
|
+15,010
|
New
|
|
|
66
|
Retirement Capital Strategies
San Jose,
California
|
$911K
|
-$311K
|
-5,040
|
-25%
|
|
|
67
|
One Day In July LLC
Burlington,
Vermont
|
$904K
|
+$250K
|
+4,056
|
+38%
|
|
|
68
|
West Financial Advisors
Des Moines,
Iowa
|
$895K
|
+$10.2K
|
+165
|
+1%
|
|
|
69
|
United Capital Financial Advisors
Irving,
Texas
|
$857K
|
+$107K
|
+1,735
|
+14%
|
|
|
70
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$851K
|
+$78K
|
+1,266
|
+10%
|
|
|
71
|
Maryland Capital Management
Towson,
Maryland
|
$845K
|
–
|
–
|
–
|
|
|
72
|
Raymond James & Associates
St Petersburg,
Florida
|
$842K
|
-$6.04K
|
-98
|
-0.7%
|
|
|
73
|
MML Investors Services
Springfield,
Massachusetts
|
$830K
|
+$299K
|
+4,847
|
+56%
|
|
|
74
|
Equitable Trust
Nashville,
Tennessee
|
$828K
|
+$4K
|
+65
|
+0.5%
|
|
|
75
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$819K
|
–
|
–
|
–
|
|
