|
51
|
EP Wealth Advisors
Torrance,
California
|
$4.32M
|
+$4.29M
|
+38,668
|
New
|
|
|
52
|
Private Advisor Group
Morristown,
New Jersey
|
$4.22M
|
-$335K
|
-3,022
|
-7%
|
|
|
53
|
Mariner
Overland Park,
Kansas
|
$4.02M
|
-$47.7K
|
-430
|
-1%
|
|
|
54
|
First American Bank
Dundee,
Illinois
|
$3.93M
|
-$23.8K
|
-215
|
-0.6%
|
|
|
55
|
Atlas Legacy Advisors
Los Angeles,
California
|
$3.92M
|
+$246K
|
+2,216
|
+7%
|
|
|
56
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$3.78M
|
–
|
–
|
–
|
|
|
57
|
Axxcess Wealth Management
Carlsbad,
California
|
$3.59M
|
+$3.56M
|
+32,084
|
New
|
|
|
58
|
Valmark Advisers
Akron,
Ohio
|
$3.57M
|
-$2K
|
-18
|
-0.1%
|
|
|
59
|
Coastline Trust
Providence,
Rhode Island
|
$3.52M
|
-$443K
|
-4,000
|
-11%
|
|
|
60
|
Creative Planning
Overland Park,
Kansas
|
$3.4M
|
-$200K
|
-1,803
|
-6%
|
|
|
61
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$3.2M
|
-$8.65K
|
-78
|
-0.3%
|
|
|
62
|
Violich Capital Management
San Francisco,
California
|
$2.96M
|
+$2.94M
|
+26,500
|
New
|
|
|
63
|
Tempo Wealth
Independence,
Ohio
|
$2.89M
|
+$2.86M
|
+25,810
|
New
|
|
|
64
|
EQ LLC
Bellevue,
Washington
|
$2.84M
|
+$85K
|
+767
|
+3%
|
|
|
65
|
&Partners
Nashville,
Tennessee
|
$2.83M
|
+$460K
|
+4,151
|
+20%
|
|
|
66
|
Fairway Wealth
Independence,
Ohio
|
$2.71M
|
+$156K
|
+1,408
|
+6%
|
|
|
67
|
MetLife Investment Management
Whippany,
New Jersey
|
$2.63M
|
-$1.08M
|
-9,774
|
-29%
|
|
|
68
|
Fiduciary Trust
Boston,
Massachusetts
|
$2.56M
|
–
|
–
|
–
|
|
|
69
|
Truist Financial
Charlotte,
North Carolina
|
$2.51M
|
+$91.4K
|
+824
|
+4%
|
|
|
70
|
SpringVest Wealth Management
Dallas,
Texas
|
$2.48M
|
-$5.1K
|
-46
|
-0.2%
|
|
|
71
|
Waverly Advisors
Birmingham,
Alabama
|
$2.37M
|
+$29.4K
|
+265
|
+1%
|
|
|
72
|
MML Investors Services
Springfield,
Massachusetts
|
$2.36M
|
–
|
–
|
–
|
|
|
73
|
Valpey Financial Services
Concord,
New Hampshire
|
$2.3M
|
+$92.7K
|
+836
|
+4%
|
|
|
74
|
Truepoint Inc
Cincinnati,
Ohio
|
$2.03M
|
–
|
–
|
–
|
|
|
75
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$1.98M
|
-$231K
|
-2,080
|
-10%
|
|
