|
51
|
Mariner
Overland Park,
Kansas
|
$7.7M
|
+$751K
|
+7,113
|
+10%
|
|
|
52
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$7.32M
|
-$91K
|
-861
|
-1%
|
|
|
53
|
World Investment Advisors
Santa Barbara,
California
|
$7.26M
|
-$1.41M
|
-13,353
|
-16%
|
|
|
54
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$7.14M
|
+$103K
|
+972
|
+1%
|
|
|
55
|
Shira Ridge Wealth Management
Larkspur,
California
|
$7.05M
|
-$44.2K
|
-418
|
-0.6%
|
|
|
56
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$6.85M
|
-$818K
|
-7,741
|
-10%
|
|
|
57
|
Wealthfront Advisers
Palo Alto,
California
|
$6.69M
|
-$208K
|
-1,966
|
-3%
|
|
|
58
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$6.53M
|
-$980K
|
-9,277
|
-12%
|
|
|
59
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.53M
|
-$113K
|
-1,065
|
-2%
|
|
|
60
|
Private Advisor Group
Morristown,
New Jersey
|
$6.46M
|
-$39.5K
|
-374
|
-0.6%
|
|
|
61
|
Bellwether Advisors
Lincoln,
Nebraska
|
$6.44M
|
+$26.6K
|
+252
|
+0.4%
|
|
|
62
|
MML Investors Services
Springfield,
Massachusetts
|
$6.3M
|
-$722K
|
-6,835
|
-10%
|
|
|
63
|
Truist Financial
Charlotte,
North Carolina
|
$5.45M
|
+$485K
|
+4,592
|
+9%
|
|
|
64
|
Kestra Advisory Services
Austin,
Texas
|
$5.27M
|
+$1.35M
|
+12,767
|
+32%
|
|
|
65
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$4.95M
|
-$104K
|
-988
|
-2%
|
|
|
66
|
Rockefeller Capital Management
New York
|
$4.94M
|
+$2.62M
|
+24,779
|
+101%
|
|
|
67
|
Courier Capital
Buffalo,
New York
|
$4.71M
|
-$194K
|
-1,840
|
-4%
|
|
|
68
|
Marshall Wace
London,
United Kingdom
|
$4.57M
|
+$4.83M
|
+45,747
|
New
|
|
|
69
|
Mercer Global Advisors
Denver,
Colorado
|
$4.55M
|
+$3.5M
|
+33,092
|
+266%
|
|
|
70
|
SP Asset Management
Cupertino,
California
|
$4.43M
|
-$58.6K
|
-555
|
-1%
|
|
|
71
|
|
$4.19M
|
+$46.2K
|
+437
|
+1%
|
|
|
72
|
United Capital Financial Advisors
Irving,
Texas
|
$4.17M
|
+$173K
|
+1,639
|
+4%
|
|
|
73
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$4.08M
|
+$59.1K
|
+559
|
+1%
|
|
|
74
|
Creative Planning
Overland Park,
Kansas
|
$4.02M
|
-$154K
|
-1,454
|
-3%
|
|
|
75
|
Stifel Financial
St. Louis,
Missouri
|
$3.97M
|
-$793K
|
-7,510
|
-16%
|
|
