|
51
|
EP Wealth Advisors
Torrance,
California
|
$4.55M
|
+$135K
|
+1,149
|
+3%
|
|
|
52
|
Legacy Solutions LLC
Kennett Square,
Pennsylvania
|
$4.2M
|
-$316K
|
-2,688
|
-7%
|
|
|
53
|
Private Advisor Group
Morristown,
New Jersey
|
$4.19M
|
-$137K
|
-1,162
|
-3%
|
|
|
54
|
Atlas Legacy Advisors
Los Angeles,
California
|
$4.06M
|
+$61K
|
+519
|
+1%
|
|
|
55
|
First American Bank
Dundee,
Illinois
|
$3.96M
|
-$53.7K
|
-457
|
-1%
|
|
|
56
|
Mariner
Overland Park,
Kansas
|
$3.77M
|
-$352K
|
-2,995
|
-8%
|
|
|
57
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$3.68M
|
-$194K
|
-1,648
|
-5%
|
|
|
58
|
Creative Planning
Overland Park,
Kansas
|
$3.5M
|
+$26.4K
|
+225
|
+0.7%
|
|
|
59
|
|
$3.48M
|
+$3.57M
|
+30,420
|
New
|
|
|
60
|
Coastline Trust
Providence,
Rhode Island
|
$3.47M
|
-$139K
|
-1,186
|
-4%
|
|
|
61
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$3.25M
|
-$22.8K
|
-194
|
-0.7%
|
|
|
62
|
EQ LLC
Bellevue,
Washington
|
$3.05M
|
+$152K
|
+1,295
|
+5%
|
|
|
63
|
Clearstead Advisors
Cleveland,
Ohio
|
$2.9M
|
+$2.23M
|
+18,947
|
+294%
|
|
|
64
|
Tempo Wealth
Independence,
Ohio
|
$2.89M
|
-$64.3K
|
-547
|
-2%
|
|
|
65
|
&Partners
Nashville,
Tennessee
|
$2.85M
|
-$51.9K
|
-442
|
-2%
|
|
|
66
|
Fairway Wealth
Independence,
Ohio
|
$2.78M
|
+$8.11K
|
+69
|
+0.3%
|
|
|
67
|
MML Investors Services
Springfield,
Massachusetts
|
$2.71M
|
+$303K
|
+2,575
|
+12%
|
|
|
68
|
Andrews Advisory Associates
Honolulu,
Hawaii
|
$2.69M
|
-$2.89M
|
-24,559
|
-51%
|
|
|
69
|
MetLife Investment Management
Whippany,
New Jersey
|
$2.69M
|
–
|
–
|
–
|
|
|
70
|
Fiduciary Trust
Boston,
Massachusetts
|
$2.62M
|
–
|
–
|
–
|
|
|
71
|
Truist Financial
Charlotte,
North Carolina
|
$2.61M
|
+$35.6K
|
+303
|
+1%
|
|
|
72
|
SpringVest Wealth Management
Dallas,
Texas
|
$2.53M
|
-$10.3K
|
-88
|
-0.4%
|
|
|
73
|
Waverly Advisors
Birmingham,
Alabama
|
$2.4M
|
-$24.6K
|
-209
|
-1%
|
|
|
74
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$2.36M
|
+$342K
|
+2,910
|
+16%
|
|
|
75
|
Valpey Financial Services
Concord,
New Hampshire
|
$2.29M
|
-$73.6K
|
-626
|
-3%
|
|
