|
51
|
Opes Wealth Management
Menlo Park,
California
|
$1.42M
|
-$73.9K
|
-1,094
|
-5%
|
|
|
52
|
Equitable Holdings
New York
|
$1.42M
|
+$93.2K
|
+1,380
|
+7%
|
|
|
53
|
Fidelity Investments
Boston,
Massachusetts
|
$1.41M
|
+$96.1K
|
+1,423
|
+7%
|
|
|
54
|
Morningstar Investment Services
Chicago,
Illinois
|
$1.38M
|
+$511K
|
+7,568
|
+58%
|
|
|
55
|
Atwater Malick
Lancaster,
Pennsylvania
|
$1.38M
|
–
|
–
|
–
|
|
|
56
|
Steward Partners Investment Advisory
New York
|
$1.33M
|
+$89.1K
|
+1,319
|
+7%
|
|
|
57
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.32M
|
-$966K
|
-14,300
|
-42%
|
|
|
58
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$1.27M
|
+$6.08K
|
+90
|
+0.5%
|
|
|
59
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.22M
|
–
|
–
|
–
|
|
|
60
|
Gould Asset Management
Claremont,
California
|
$1.22M
|
–
|
–
|
–
|
|
|
61
|
Wade Financial Advisory
Campbell,
California
|
$1.16M
|
-$8.85K
|
-131
|
-0.8%
|
|
|
62
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.15M
|
+$1.08M
|
+16,055
|
+1,854%
|
|
|
63
|
Shotwell Rutter Baer
Lansing,
Michigan
|
$1.11M
|
+$1.1M
|
+16,293
|
New
|
|
|
64
|
Prudential plc
London, England,
United Kingdom
|
$1.01M
|
–
|
–
|
–
|
|
|
65
|
Wells Fargo
San Francisco,
California
|
$1.01M
|
+$98.2K
|
+1,454
|
+11%
|
|
|
66
|
Prudential Financial
Newark,
New Jersey
|
$1.01M
|
-$20.5K
|
-303
|
-2%
|
|
|
67
|
Congress Wealth Management
Boston,
Massachusetts
|
$1.01M
|
-$16.3K
|
-242
|
-2%
|
|
|
68
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$967K
|
+$75.2K
|
+1,113
|
+8%
|
|
|
69
|
JMG Financial Group
Downers Grove,
Illinois
|
$954K
|
+$2.97K
|
+44
|
+0.3%
|
|
|
70
|
Creative Planning
Overland Park,
Kansas
|
$925K
|
+$1.89K
|
+28
|
+0.2%
|
|
|
71
|
Bank of New York Mellon
New York
|
$907K
|
+$2.97K
|
+44
|
+0.3%
|
|
|
72
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$895K
|
+$179K
|
+2,651
|
+25%
|
|
|
73
|
Lazard Asset Management
New York
|
$890K
|
–
|
–
|
–
|
|
|
74
|
VERITY Wealth Advisors
Sausalito,
United States
|
$866K
|
–
|
–
|
–
|
|
|
75
|
Skyline Advisors
Bellingham,
Washington
|
$813K
|
+$17.9K
|
+265
|
+2%
|
|
