|
51
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.97M
|
+$1.93M
|
+43,165
|
New
|
|
|
52
|
Stokes Family Office
New Orleans,
Louisiana
|
$1.81M
|
-$36.1K
|
-806
|
-2%
|
|
|
53
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.74M
|
-$841K
|
-18,802
|
-33%
|
|
|
54
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$1.68M
|
+$170K
|
+3,805
|
+12%
|
|
|
55
|
1900 Wealth Management
San Antonio,
Texas
|
$1.49M
|
+$1.46M
|
+32,692
|
New
|
|
|
56
|
Empirical Wealth Management
Seattle,
Washington
|
$1.46M
|
+$211K
|
+4,705
|
+17%
|
|
|
57
|
Lazard Asset Management
New York
|
$1.43M
|
–
|
–
|
–
|
|
|
58
|
SteelPeak Wealth
Woodland Hills,
California
|
$1.41M
|
-$915K
|
-20,448
|
-40%
|
|
|
59
|
|
$1.36M
|
+$193K
|
+4,303
|
+17%
|
|
|
60
|
Pacific Capital Wealth Advisors
Corona,
California
|
$1.32M
|
-$63K
|
-1,407
|
-5%
|
|
|
61
|
Highland Financial Advisors
Wayne,
New Jersey
|
$1.31M
|
+$1.28M
|
+28,696
|
New
|
|
|
62
|
Running Point Capital Advisors
El Segundo,
California
|
$1.3M
|
+$937K
|
+20,934
|
+277%
|
|
|
63
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.29M
|
+$138K
|
+3,091
|
+12%
|
|
|
64
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$1.28M
|
-$443K
|
-9,905
|
-26%
|
|
|
65
|
PFS Investments
Duluth,
Georgia
|
$1.19M
|
+$441K
|
+9,861
|
+61%
|
|
|
66
|
Charles Schwab
San Francisco,
California
|
$1.18M
|
+$1.16M
|
+25,827
|
New
|
|
|
67
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$1.09M
|
+$222K
|
+4,962
|
+26%
|
|
|
68
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.07M
|
+$764K
|
+17,072
|
+263%
|
|
|
69
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$1.02M
|
-$96.4K
|
-2,154
|
-9%
|
|
|
70
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1.01M
|
-$87.7K
|
-1,959
|
-8%
|
|
|
71
|
Cerity Partners OCIO
New York
|
$935K
|
-$27.6K
|
-617
|
-3%
|
|
|
72
|
Bank of the West
Monterey Park,
California
|
$934K
|
+$358K
|
+7,990
|
+64%
|
|
|
73
|
NewEdge Advisors
New Orleans,
Louisiana
|
$843K
|
-$3.67M
|
-82,113
|
-74%
|
|
|
74
|
NFP Retirement Inc
Aliso Viejo,
California
|
$807K
|
-$55.5K
|
-1,240
|
-7%
|
|
|
75
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$805K
|
-$494K
|
-11,034
|
-38%
|
|
