|
51
|
Beacon Pointe Advisors
Newport Beach,
California
|
$4.69M
|
-$286K
|
-7,410
|
-6%
|
|
|
52
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$4.68M
|
+$122K
|
+3,155
|
+3%
|
|
|
53
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$4.58M
|
-$72.6K
|
-1,881
|
-2%
|
|
|
54
|
Fermata Advisors
Sonoma,
California
|
$4.55M
|
-$53.1K
|
-1,375
|
-1%
|
|
|
55
|
Wells Fargo
San Francisco,
California
|
$3.77M
|
-$1.4M
|
-36,158
|
-28%
|
|
|
56
|
Franklin Resources
San Mateo,
California
|
$3.72M
|
-$809K
|
-20,951
|
-18%
|
|
|
57
|
Money Design
Tokyo,
Japan
|
$3.57M
|
+$413K
|
+10,693
|
+14%
|
|
|
58
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.4M
|
-$921K
|
-23,847
|
-22%
|
|
|
59
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$3.27M
|
-$4.73M
|
-122,551
|
-60%
|
|
|
60
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$2.86M
|
+$14.5K
|
+376
|
+0.5%
|
|
|
61
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$2.75M
|
+$145K
|
+3,748
|
+6%
|
|
|
62
|
VeraBank
Henderson,
Texas
|
$2.72M
|
-$680K
|
-17,599
|
-21%
|
|
|
63
|
SVB Wealth
Boston,
Massachusetts
|
$2.69M
|
-$2.78M
|
-71,996
|
-52%
|
|
|
64
|
Horizon Bancorp
Michigan City,
Indiana
|
$2.57M
|
-$159K
|
-4,117
|
-6%
|
|
|
65
|
Wealthfront Advisers
Palo Alto,
California
|
$2.48M
|
+$1.1M
|
+28,443
|
+86%
|
|
|
66
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$2.46M
|
+$2.36M
|
+61,217
|
New
|
|
|
67
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$2.24M
|
+$50.1K
|
+1,298
|
+2%
|
|
|
68
|
|
$2.22M
|
-$10.1K
|
-261
|
-0.5%
|
|
|
69
|
CVA Family Office
Denver,
Colorado
|
$2.15M
|
-$3.05K
|
-79
|
-0.1%
|
|
|
70
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$2.12M
|
+$36.7K
|
+951
|
+2%
|
|
|
71
|
Purkiss Capital Advisors
Ridgefield,
Connecticut
|
$2.09M
|
–
|
–
|
–
|
|
|
72
|
MONECO Advisors
Fairfield,
Connecticut
|
$1.84M
|
+$90.1K
|
+2,333
|
+5%
|
|
|
73
|
MML Investors Services
Springfield,
Massachusetts
|
$1.75M
|
+$51.8K
|
+1,342
|
+3%
|
|
|
74
|
Corient Private Wealth
Miami,
Florida
|
$1.72M
|
-$3.05M
|
-78,926
|
-65%
|
|
|
75
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$1.63M
|
+$544K
|
+14,090
|
+53%
|
|
