|
26
|
Truist Financial
Charlotte,
North Carolina
|
$1.1M
|
-$347K
|
-7,853
|
-24%
|
|
|
27
|
Fiduciary Planning
Englewood,
Florida
|
$1.09M
|
-$255K
|
-5,773
|
-19%
|
|
|
28
|
Envestnet Asset Management
Chicago,
Illinois
|
$801K
|
+$202K
|
+4,570
|
+34%
|
|
|
29
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$746K
|
–
|
–
|
–
|
|
|
30
|
Consilium Wealth Advisory
Richardson,
Texas
|
$746K
|
–
|
–
|
–
|
|
|
31
|
Rockefeller Capital Management
New York
|
$727K
|
+$81.5K
|
+1,845
|
+13%
|
|
|
32
|
BigSur Wealth Management
Miami,
Florida
|
$705K
|
+$112K
|
+2,530
|
+19%
|
|
|
33
|
Comerica Bank
Dallas,
Texas
|
$693K
|
-$56.1K
|
-1,270
|
-7%
|
|
|
34
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$588K
|
–
|
–
|
–
|
|
|
35
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$569K
|
+$46K
|
+1,041
|
+9%
|
|
|
36
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$565K
|
-$139K
|
-3,137
|
-20%
|
|
|
37
|
Jones Financial Companies
Des Peres,
Missouri
|
$538K
|
+$72.2K
|
+1,635
|
+16%
|
|
|
38
|
Osaic Holdings
Scottsdale,
Arizona
|
$515K
|
+$15.1K
|
+343
|
+3%
|
|
|
39
|
Sierra Capital
Miami,
Florida
|
$497K
|
-$1.06M
|
-23,981
|
-68%
|
|
|
40
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$470K
|
–
|
–
|
–
|
|
|
41
|
Concurrent Investment Advisors
Tampa,
Florida
|
$443K
|
+$27.1K
|
+614
|
+7%
|
|
|
42
|
Litman Gregory Wealth Management
Larkspur,
California
|
$411K
|
-$45.9K
|
-1,040
|
-10%
|
|
|
43
|
Blue Trust Inc
Alpharetta,
Georgia
|
$380K
|
-$11.7K
|
-264
|
-3%
|
|
|
44
|
Peregrine Asset Advisers
Portland,
Oregon
|
$376K
|
–
|
–
|
–
|
|
|
45
|
Terra Nova Asset Management
New York
|
$352K
|
-$218K
|
-4,944
|
-38%
|
|
|
46
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$341K
|
–
|
–
|
–
|
|
|
47
|
First United Bank & Trust
Oakland,
Maryland
|
$309K
|
–
|
–
|
–
|
|
|
48
|
|
$307K
|
+$308K
|
+6,971
|
New
|
|
|
49
|
M&T Bank
Buffalo,
New York
|
$307K
|
–
|
–
|
–
|
|
|
50
|
Creative Planning
Overland Park,
Kansas
|
$247K
|
+$32.3K
|
+731
|
+15%
|
|
