|
51
|
Wilshire Advisors
Santa Monica,
California
|
$5.2M
|
-$2.82M
|
-52,535
|
-35%
|
|
|
52
|
Twin Capital Management
Mcmurray,
Pennsylvania
|
$5.2M
|
-$194K
|
-3,625
|
-4%
|
|
|
53
|
Opes Wealth Management
Menlo Park,
California
|
$4.96M
|
+$250K
|
+4,661
|
+5%
|
|
|
54
|
|
$4.8M
|
–
|
–
|
–
|
|
|
55
|
Private Advisor Group
Morristown,
New Jersey
|
$4.39M
|
+$246K
|
+4,597
|
+6%
|
|
|
56
|
Summit Financial
Parsippany,
New Jersey
|
$4.33M
|
-$416K
|
-7,765
|
-9%
|
|
|
57
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$3.98M
|
+$1.02M
|
+19,063
|
+35%
|
|
|
58
|
Truist Financial
Charlotte,
North Carolina
|
$3.9M
|
-$1.74M
|
-32,408
|
-31%
|
|
|
59
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.64M
|
-$263K
|
-4,910
|
-7%
|
|
|
60
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$3.49M
|
+$105K
|
+1,956
|
+3%
|
|
|
61
|
Bank of New York Mellon
New York
|
$3.24M
|
+$3.2M
|
+59,688
|
New
|
|
|
62
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$2.98M
|
+$297K
|
+5,540
|
+11%
|
|
|
63
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.94M
|
+$491K
|
+9,171
|
+20%
|
|
|
64
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.81M
|
+$296K
|
+5,526
|
+12%
|
|
|
65
|
Linscomb Wealth
Houston,
Texas
|
$2.49M
|
+$1.36M
|
+25,336
|
+124%
|
|
|
66
|
Comerica Bank
Dallas,
Texas
|
$2.46M
|
-$588K
|
-10,973
|
-20%
|
|
|
67
|
SVA Wealth Management
Madison,
Wisconsin
|
$2.35M
|
-$22.9K
|
-427
|
-1%
|
|
|
68
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$2.28M
|
-$4.32M
|
-80,595
|
-66%
|
|
|
69
|
Stephens Inc
Little Rock,
Arkansas
|
$2.23M
|
-$5.36K
|
-100
|
-0.2%
|
|
|
70
|
Epstein & White Financial
San Diego,
California
|
$2.19M
|
+$7.29K
|
+136
|
+0.3%
|
|
|
71
|
Mattern Wealth Management
Lawrence,
Kansas
|
$2.18M
|
+$2.15M
|
+40,070
|
New
|
|
|
72
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$2.16M
|
-$210K
|
-3,923
|
-9%
|
|
|
73
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$2.16M
|
-$30.9K
|
-576
|
-1%
|
|
|
74
|
Rockland Trust
Hanover,
Massachusetts
|
$1.9M
|
–
|
–
|
–
|
|
|
75
|
Trivium Point Advisory
Westport,
Connecticut
|
$1.85M
|
+$615K
|
+11,474
|
+51%
|
|
