|
51
|
Bank of America
Charlotte,
North Carolina
|
$1.69M
|
-$88.4K
|
-1,250
|
-5%
|
|
|
52
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.57M
|
-$104K
|
-1,471
|
-7%
|
|
|
53
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.57M
|
+$16K
|
+227
|
+1%
|
|
|
54
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$1.57M
|
-$63.4K
|
-897
|
-4%
|
|
|
55
|
XY Planning Network
Bozeman,
Montana
|
$1.55M
|
-$85.1K
|
-1,204
|
-5%
|
|
|
56
|
United Capital Financial Advisors
Irving,
Texas
|
$1.53M
|
-$104K
|
-1,465
|
-7%
|
|
|
57
|
Perigon Wealth Management
San Francisco,
California
|
$1.52M
|
-$17.4K
|
-246
|
-1%
|
|
|
58
|
Miracle Mile Advisors
Los Angeles,
California
|
$1.47M
|
+$1.4M
|
+19,786
|
New
|
|
|
59
|
Opes Wealth Management
Menlo Park,
California
|
$1.47M
|
-$105K
|
-1,490
|
-7%
|
|
|
60
|
Gould Asset Management
Claremont,
California
|
$1.45M
|
–
|
–
|
–
|
|
|
61
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$1.36M
|
+$26.9K
|
+380
|
+2%
|
|
|
62
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.35M
|
–
|
–
|
–
|
|
|
63
|
Modern Wealth Management
Lenexa,
Kansas
|
$1.34M
|
-$112K
|
-1,591
|
-8%
|
|
|
64
|
Steward Partners Investment Advisory
New York
|
$1.32M
|
-$96.3K
|
-1,363
|
-7%
|
|
|
65
|
Congress Wealth Management
Boston,
Massachusetts
|
$1.3M
|
+$153K
|
+2,158
|
+14%
|
|
|
66
|
Shotwell Rutter Baer
Lansing,
Michigan
|
$1.3M
|
+$3.25K
|
+46
|
+0.3%
|
|
|
67
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$1.29M
|
-$8.48K
|
-120
|
-0.7%
|
|
|
68
|
DOHJ LLC
Seattle,
Washington
|
$1.28M
|
-$822K
|
-11,627
|
-38%
|
|
|
69
|
GeoWealth Management
Chicago,
Illinois
|
$1.24M
|
+$388K
|
+5,495
|
+49%
|
|
|
70
|
Wells Fargo
San Francisco,
California
|
$1.22M
|
-$59.4K
|
-841
|
-5%
|
|
|
71
|
Equitable Holdings
New York
|
$1.21M
|
-$164K
|
-2,318
|
-12%
|
|
|
72
|
SoFi Wealth
San Francisco,
California
|
$1.17M
|
+$428K
|
+6,056
|
+62%
|
|
|
73
|
Creative Planning
Overland Park,
Kansas
|
$1.16M
|
+$12.3K
|
+174
|
+1%
|
|
|
74
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.07M
|
+$1.02M
|
+14,382
|
New
|
|
|
75
|
Financial Advisors
Andover,
Massachusetts
|
$997K
|
+$588K
|
+8,314
|
+164%
|
|
