|
51
|
Bank of America
Charlotte,
North Carolina
|
$1.61M
|
+$108K
|
+1,590
|
+7%
|
|
|
52
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$1.52M
|
+$34.8K
|
+513
|
+2%
|
|
|
53
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.52M
|
-$580K
|
-8,550
|
-27%
|
|
|
54
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.5M
|
-$702K
|
-10,351
|
-32%
|
|
|
55
|
United Capital Financial Advisors
Irving,
Texas
|
$1.48M
|
-$1.18M
|
-17,380
|
-44%
|
|
|
56
|
XY Planning Network
Bozeman,
Montana
|
$1.48M
|
-$61.2K
|
-903
|
-4%
|
|
|
57
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$1.48M
|
-$912K
|
-13,452
|
-38%
|
|
|
58
|
Opes Wealth Management
Menlo Park,
California
|
$1.43M
|
-$57.6K
|
-850
|
-4%
|
|
|
59
|
Wade Financial Advisory
Campbell,
California
|
$1.41M
|
+$29.8K
|
+440
|
+2%
|
|
|
60
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.4M
|
+$354K
|
+5,230
|
+34%
|
|
|
61
|
Perigon Wealth Management
San Francisco,
California
|
$1.39M
|
-$92.1K
|
-1,359
|
-6%
|
|
|
62
|
Modern Wealth Management
Lenexa,
Kansas
|
$1.32M
|
+$1.33M
|
+19,646
|
New
|
|
|
63
|
Gould Asset Management
Claremont,
California
|
$1.31M
|
–
|
–
|
–
|
|
|
64
|
Steward Partners Investment Advisory
New York
|
$1.29M
|
-$638K
|
-9,418
|
-33%
|
|
|
65
|
Equitable Holdings
New York
|
$1.25M
|
-$736K
|
-10,860
|
-37%
|
|
|
66
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.24M
|
-$994K
|
-14,663
|
-44%
|
|
|
67
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.22M
|
–
|
–
|
–
|
|
|
68
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$1.21M
|
-$862K
|
-12,718
|
-41%
|
|
|
69
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$1.18M
|
+$1.18M
|
+17,473
|
New
|
|
|
70
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$1.17M
|
+$86.7K
|
+1,279
|
+8%
|
|
|
71
|
Wells Fargo
San Francisco,
California
|
$1.16M
|
+$46.2K
|
+682
|
+4%
|
|
|
72
|
Shotwell Rutter Baer
Lansing,
Michigan
|
$1.07M
|
+$12.1K
|
+178
|
+1%
|
|
|
73
|
Creative Planning
Overland Park,
Kansas
|
$1.04M
|
+$409K
|
+6,038
|
+64%
|
|
|
74
|
Congress Wealth Management
Boston,
Massachusetts
|
$1.03M
|
+$102K
|
+1,512
|
+11%
|
|
|
75
|
Retirement Capital Strategies
San Jose,
California
|
$1.02M
|
+$1.03M
|
+15,170
|
New
|
|
