|
26
|
EP Wealth Advisors
Torrance,
California
|
$2.89M
|
-$15.5K
|
-140
|
-0.5%
|
|
|
27
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$2.78M
|
+$2.86M
|
+25,769
|
New
|
|
|
28
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$2.67M
|
–
|
–
|
–
|
|
|
29
|
TrinityPoint Wealth
Milford,
Connecticut
|
$2.59M
|
+$53K
|
+478
|
+2%
|
|
|
30
|
|
$2.58M
|
+$2.65M
|
+23,896
|
New
|
|
|
31
|
Cresset Asset Management
Chicago,
Illinois
|
$2.53M
|
–
|
–
|
–
|
|
|
32
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$2.53M
|
+$49.8K
|
+449
|
+2%
|
|
|
33
|
Fidelity Investments
Boston,
Massachusetts
|
$2.48M
|
+$445K
|
+4,008
|
+21%
|
|
|
34
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$2.47M
|
-$119K
|
-1,077
|
-4%
|
|
|
35
|
Bard Financial Services
Branford,
Connecticut
|
$2.43M
|
–
|
–
|
–
|
|
|
36
|
Townsend & Associates
Westminster,
Colorado
|
$2.36M
|
+$113K
|
+1,016
|
+5%
|
|
|
37
|
NorthRock Partners
Minneapolis,
Minnesota
|
$1.9M
|
–
|
–
|
–
|
|
|
38
|
United Capital Financial Advisors
Irving,
Texas
|
$1.85M
|
-$16K
|
-144
|
-0.8%
|
|
|
39
|
|
$1.84M
|
–
|
–
|
–
|
|
|
40
|
TIAA FSB
Jacksonville,
Florida
|
$1.7M
|
-$31.1K
|
-280
|
-2%
|
|
|
41
|
Thomasville National Bank
Thomasville,
Georgia
|
$1.65M
|
-$22.2K
|
-200
|
-1%
|
|
|
42
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$1.63M
|
+$258K
|
+2,328
|
+18%
|
|
|
43
|
HighTower Advisors
Chicago,
Illinois
|
$1.63M
|
+$666
|
+6
|
+0%
|
|
|
44
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.6M
|
-$116K
|
-1,050
|
-7%
|
|
|
45
|
Kalos Management
Alpharetta,
Georgia
|
$1.58M
|
+$436K
|
+3,928
|
+41%
|
|
|
46
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.57M
|
+$74.1K
|
+668
|
+5%
|
|
|
47
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1.54M
|
-$17.7K
|
-160
|
-1%
|
|
|
48
|
Truist Financial
Charlotte,
North Carolina
|
$1.54M
|
+$27.5K
|
+248
|
+2%
|
|
|
49
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.54M
|
-$44.4K
|
-400
|
-3%
|
|
|
50
|
Steward Partners Investment Advisory
New York
|
$1.47M
|
–
|
–
|
–
|
|
