|
51
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.58M
|
–
|
–
|
–
|
|
|
52
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$1.53M
|
-$444K
|
-17,454
|
-22%
|
|
|
53
|
Granite Harbor Advisors
Houston,
Texas
|
$1.5M
|
+$346K
|
+13,592
|
+30%
|
|
|
54
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$1.49M
|
+$11.1K
|
+435
|
+0.7%
|
|
|
55
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.45M
|
–
|
–
|
–
|
|
|
56
|
RIA Advisory Group
Des Moines,
Iowa
|
$1.44M
|
+$107K
|
+4,209
|
+8%
|
|
|
57
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.4M
|
+$370K
|
+14,540
|
+36%
|
|
|
58
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$1.33M
|
+$11K
|
+433
|
+0.8%
|
|
|
59
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$1.3M
|
+$230K
|
+9,041
|
+22%
|
|
|
60
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$1.3M
|
–
|
–
|
–
|
|
|
61
|
Regions Financial Corp
Birmingham,
Alabama
|
$1.27M
|
-$31.5K
|
-1,238
|
-2%
|
|
|
62
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$1.25M
|
–
|
–
|
–
|
|
|
63
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$1.16M
|
+$17.8K
|
+699
|
+2%
|
|
|
64
|
Prism Advisors
Studio City,
California
|
$1.14M
|
–
|
–
|
–
|
|
|
65
|
Blue Square Asset Management
New York
|
$1.13M
|
-$20.1K
|
-790
|
-2%
|
|
|
66
|
AssetMark Inc
Concord,
California
|
$1.11M
|
+$576K
|
+22,637
|
+108%
|
|
|
67
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.11M
|
+$135K
|
+5,301
|
+14%
|
|
|
68
|
Steward Partners Investment Advisory
New York
|
$1.09M
|
+$25
|
+1
|
+0%
|
|
|
69
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.07M
|
-$122K
|
-4,778
|
-10%
|
|
|
70
|
Modern Wealth Management
Lenexa,
Kansas
|
$1.06M
|
+$14.1K
|
+553
|
+1%
|
|
|
71
|
Financial Engines Advisors
Santa Clara,
California
|
$1.03M
|
+$238K
|
+9,347
|
+30%
|
|
|
72
|
Crews Bank & Trust
Wauchula,
Florida
|
$944K
|
+$160K
|
+6,300
|
+20%
|
|
|
73
|
Confluence Investment Management
St. Louis,
Missouri
|
$925K
|
-$89K
|
-3,499
|
-9%
|
|
|
74
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$912K
|
+$114K
|
+4,465
|
+14%
|
|
|
75
|
Lantz Financial
Naperville,
Illinois
|
$896K
|
+$112K
|
+4,407
|
+14%
|
|
