|
51
|
WealthSource Partners
San Luis Obispo,
California
|
$2.15M
|
+$138K
|
+3,490
|
+7%
|
|
|
52
|
One Wealth Advisors
San Francisco,
California
|
$2.14M
|
+$353K
|
+8,931
|
+19%
|
|
|
53
|
Stifel Financial
St. Louis,
Missouri
|
$2.12M
|
+$103K
|
+2,595
|
+5%
|
|
|
54
|
Truist Financial
Charlotte,
North Carolina
|
$1.99M
|
+$988K
|
+24,969
|
+96%
|
|
|
55
|
Affinity Capital Advisors
Berkeley,
California
|
$1.96M
|
-$105K
|
-2,661
|
-5%
|
|
|
56
|
Prudential Financial
Newark,
New Jersey
|
$1.93M
|
+$728K
|
+18,389
|
+61%
|
|
|
57
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$1.91M
|
+$65.3K
|
+1,651
|
+3%
|
|
|
58
|
Parsec Financial Management
Asheville,
North Carolina
|
$1.83M
|
+$1.69M
|
+42,842
|
New
|
|
|
59
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$1.78M
|
-$23.5K
|
-593
|
-1%
|
|
|
60
|
BSW Wealth Partners
Boulder,
Colorado
|
$1.72M
|
+$583K
|
+14,745
|
+50%
|
|
|
61
|
Wells Fargo
San Francisco,
California
|
$1.72M
|
+$913K
|
+23,072
|
+110%
|
|
|
62
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$1.69M
|
-$989K
|
-25,010
|
-28%
|
|
|
63
|
Brookstone Capital Management
Wheaton,
Illinois
|
$1.67M
|
+$173K
|
+4,369
|
+12%
|
|
|
64
|
Whittier Trust
South Pasadena,
California
|
$1.62M
|
+$148K
|
+3,750
|
+10%
|
|
|
65
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$1.6M
|
+$88.1K
|
+2,228
|
+6%
|
|
|
66
|
Savant Capital
Rockford,
Illinois
|
$1.59M
|
+$216K
|
+5,451
|
+15%
|
|
|
67
|
Regions Financial Corp
Birmingham,
Alabama
|
$1.57M
|
+$457K
|
+11,548
|
+40%
|
|
|
68
|
Diversified Trust
Memphis,
Tennessee
|
$1.45M
|
+$54.4K
|
+1,375
|
+4%
|
|
|
69
|
Harbour Investments
Madison,
Wisconsin
|
$1.44M
|
+$1.26M
|
+31,910
|
+642%
|
|
|
70
|
Baystate Wealth Management
Boston,
Massachusetts
|
$1.37M
|
-$323K
|
-8,157
|
-19%
|
|
|
71
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.36M
|
+$59.7K
|
+1,508
|
+5%
|
|
|
72
|
Addison Advisors
Middlebury,
Vermont
|
$1.35M
|
+$28.9K
|
+730
|
+2%
|
|
|
73
|
Financial Advisors
Andover,
Massachusetts
|
$1.31M
|
+$268K
|
+6,766
|
+25%
|
|
|
74
|
Advisory Services Network
Atlanta,
Georgia
|
$1.3M
|
+$47.7K
|
+1,205
|
+4%
|
|
|
75
|
People's United Financial
Bridgeport,
Connecticut
|
$1.29M
|
+$51.8K
|
+1,309
|
+4%
|
|
