|
51
|
First American Bank
Dundee,
Illinois
|
$3.9M
|
+$20.1K
|
+185
|
+0.5%
|
|
|
52
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$3.73M
|
-$629K
|
-5,785
|
-15%
|
|
|
53
|
MetLife Investment Management
Whippany,
New Jersey
|
$3.67M
|
–
|
–
|
–
|
|
|
54
|
Atlas Legacy Advisors
Los Angeles,
California
|
$3.62M
|
-$351K
|
-3,222
|
-9%
|
|
|
55
|
Creative Planning
Overland Park,
Kansas
|
$3.55M
|
+$2.61K
|
+24
|
+0.1%
|
|
|
56
|
Valmark Advisers
Akron,
Ohio
|
$3.52M
|
-$30.2K
|
-278
|
-0.9%
|
|
|
57
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$3.17M
|
-$31.7K
|
-291
|
-1%
|
|
|
58
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$2.89M
|
+$2.85M
|
+26,223
|
New
|
|
|
59
|
EQ LLC
Bellevue,
Washington
|
$2.71M
|
+$92.4K
|
+849
|
+4%
|
|
|
60
|
Fiduciary Trust
Boston,
Massachusetts
|
$2.53M
|
-$20.2K
|
-186
|
-0.8%
|
|
|
61
|
Fairway Wealth
Independence,
Ohio
|
$2.52M
|
+$569K
|
+5,227
|
+30%
|
|
|
62
|
SpringVest Wealth Management
Dallas,
Texas
|
$2.46M
|
-$21.4K
|
-197
|
-0.9%
|
|
|
63
|
Truist Financial
Charlotte,
North Carolina
|
$2.39M
|
+$140K
|
+1,290
|
+6%
|
|
|
64
|
&Partners
Nashville,
Tennessee
|
$2.34M
|
-$297K
|
-2,733
|
-11%
|
|
|
65
|
MML Investors Services
Springfield,
Massachusetts
|
$2.33M
|
-$186K
|
-1,706
|
-7%
|
|
|
66
|
Waverly Advisors
Birmingham,
Alabama
|
$2.31M
|
–
|
–
|
–
|
|
|
67
|
BNP Paribas Financial Markets
Paris,
France
|
$2.21M
|
+$2.18M
|
+20,000
|
New
|
|
|
68
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$2.19M
|
–
|
–
|
–
|
|
|
69
|
Valpey Financial Services
Concord,
New Hampshire
|
$2.18M
|
-$88.9K
|
-817
|
-4%
|
|
|
70
|
Truepoint Inc
Cincinnati,
Ohio
|
$2.01M
|
–
|
–
|
–
|
|
|
71
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$1.8M
|
-$87.2K
|
-802
|
-5%
|
|
|
72
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.71M
|
-$17.4K
|
-160
|
-1%
|
|
|
73
|
Phoenix Financial
Givatayim,
Israel
|
$1.66M
|
–
|
–
|
–
|
|
|
74
|
Klingman & Associates
New York
|
$1.63M
|
–
|
–
|
–
|
|
|
75
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$1.62M
|
-$46.5K
|
-427
|
-3%
|
|
