|
51
|
Mariner
Overland Park,
Kansas
|
$3.85M
|
+$227K
|
+2,280
|
+7%
|
|
|
52
|
Atlas Legacy Advisors
Los Angeles,
California
|
$3.78M
|
+$42.8K
|
+431
|
+1%
|
|
|
53
|
Coastline Trust
Providence,
Rhode Island
|
$3.74M
|
+$703K
|
+7,075
|
+25%
|
|
|
54
|
First American Bank
Dundee,
Illinois
|
$3.69M
|
+$31.6K
|
+318
|
+0.9%
|
|
|
55
|
MetLife Investment Management
Whippany,
New Jersey
|
$3.49M
|
–
|
–
|
–
|
|
|
56
|
Valmark Advisers
Akron,
Ohio
|
$3.38M
|
+$2.34M
|
+23,497
|
+270%
|
|
|
57
|
Creative Planning
Overland Park,
Kansas
|
$3.38M
|
+$438K
|
+4,411
|
+16%
|
|
|
58
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$3.04M
|
+$38.5K
|
+387
|
+1%
|
|
|
59
|
Warwick Investment Management
Bryan,
Texas
|
$2.85M
|
+$346K
|
+3,484
|
+15%
|
|
|
60
|
&Partners
Nashville,
Tennessee
|
$2.53M
|
+$1.21M
|
+12,216
|
+104%
|
|
|
61
|
EQ LLC
Bellevue,
Washington
|
$2.49M
|
+$149K
|
+1,500
|
+7%
|
|
|
62
|
Fiduciary Trust
Boston,
Massachusetts
|
$2.43M
|
-$9.94K
|
-100
|
-0.4%
|
|
|
63
|
MML Investors Services
Springfield,
Massachusetts
|
$2.4M
|
+$40.8K
|
+410
|
+2%
|
|
|
64
|
SpringVest Wealth Management
Dallas,
Texas
|
$2.36M
|
-$46.2K
|
-465
|
-2%
|
|
|
65
|
Waverly Advisors
Birmingham,
Alabama
|
$2.2M
|
+$43K
|
+433
|
+2%
|
|
|
66
|
Valpey Financial Services
Concord,
New Hampshire
|
$2.16M
|
+$2.05M
|
+20,595
|
New
|
|
|
67
|
Truist Financial
Charlotte,
North Carolina
|
$2.14M
|
-$670K
|
-6,744
|
-25%
|
|
|
68
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$2.08M
|
–
|
–
|
–
|
|
|
69
|
Truepoint Inc
Cincinnati,
Ohio
|
$1.91M
|
–
|
–
|
–
|
|
|
70
|
Fairway Wealth
Independence,
Ohio
|
$1.85M
|
-$128K
|
-1,291
|
-7%
|
|
|
71
|
SoundView Advisors
Olympia,
Washington
|
$1.82M
|
-$262K
|
-2,635
|
-13%
|
|
|
72
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$1.8M
|
-$42.6K
|
-429
|
-2%
|
|
|
73
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.64M
|
+$220K
|
+2,212
|
+16%
|
|
|
74
|
Base Wealth Management
Lakewood Ranch,
Florida
|
$1.59M
|
-$196K
|
-1,970
|
-11%
|
|
|
75
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$1.59M
|
+$104K
|
+1,050
|
+7%
|
|
