|
26
|
World Investment Advisors
Santa Barbara,
California
|
$1.28M
|
–
|
–
|
–
|
|
|
27
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.15M
|
+$130K
|
+2,534
|
+13%
|
|
|
28
|
Rockefeller Capital Management
New York
|
$986K
|
+$32.9K
|
+640
|
+4%
|
|
|
29
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$914K
|
–
|
–
|
–
|
|
|
30
|
Consilium Wealth Advisory
Richardson,
Texas
|
$913K
|
–
|
–
|
–
|
|
|
31
|
Fiduciary Planning
Englewood,
Florida
|
$865K
|
-$97.3K
|
-1,891
|
-11%
|
|
|
32
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$850K
|
+$33K
|
+641
|
+4%
|
|
|
33
|
Osaic Holdings
Scottsdale,
Arizona
|
$781K
|
+$36.3K
|
+706
|
+5%
|
|
|
34
|
Truist Financial
Charlotte,
North Carolina
|
$731K
|
-$736K
|
-14,303
|
-51%
|
|
|
35
|
|
$725K
|
–
|
–
|
–
|
|
|
36
|
Beacon Pointe Advisors
Newport Beach,
California
|
$711K
|
-$4.37K
|
-85
|
-0.6%
|
|
|
37
|
Envestnet Asset Management
Chicago,
Illinois
|
$643K
|
-$9.42K
|
-183
|
-2%
|
|
|
38
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$607K
|
-$3.64M
|
-70,642
|
-86%
|
|
|
39
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$575K
|
–
|
–
|
–
|
|
|
40
|
Concurrent Investment Advisors
Tampa,
Florida
|
$558K
|
-$65.3K
|
-1,269
|
-11%
|
|
|
41
|
Sierra Capital
Miami,
Florida
|
$534K
|
–
|
–
|
–
|
|
|
42
|
BigSur Wealth Management
Miami,
Florida
|
$461K
|
–
|
–
|
–
|
|
|
43
|
Peregrine Asset Advisers
Portland,
Oregon
|
$459K
|
–
|
–
|
–
|
|
|
44
|
Nuveen
Charlotte,
North Carolina
|
$396K
|
+$378K
|
+7,348
|
New
|
|
|
45
|
First United Bank & Trust
Oakland,
Maryland
|
$378K
|
–
|
–
|
–
|
|
|
46
|
M&T Bank
Buffalo,
New York
|
$375K
|
–
|
–
|
–
|
|
|
47
|
Creative Planning
Overland Park,
Kansas
|
$356K
|
+$84.5K
|
+1,642
|
+33%
|
|
|
48
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$350K
|
-$618
|
-12
|
-0.2%
|
|
|
49
|
Fidelity Investments
Boston,
Massachusetts
|
$338K
|
-$875
|
-17
|
-0.3%
|
|
|
50
|
|
$336K
|
-$19.5K
|
-379
|
-6%
|
|
