|
51
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.71M
|
–
|
–
|
–
|
|
|
52
|
Brouwer & Janachowski
Mill Valley,
California
|
$1.69M
|
-$129K
|
-1,263
|
-7%
|
|
|
53
|
Keel Point
Huntsville,
Alabama
|
$1.65M
|
+$167K
|
+1,628
|
+11%
|
|
|
54
|
Private Advisor Group
Morristown,
New Jersey
|
$1.64M
|
-$16.4K
|
-160
|
-1%
|
|
|
55
|
CX Institutional
Auburn,
Indiana
|
$1.64M
|
+$60.8K
|
+594
|
+4%
|
|
|
56
|
Stifel Financial
St. Louis,
Missouri
|
$1.63M
|
-$21.6K
|
-211
|
-1%
|
|
|
57
|
Advisor Group
Phoenix,
Arizona
|
$1.62M
|
-$2.97K
|
-29
|
-0.2%
|
|
|
58
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.58M
|
+$664K
|
+6,488
|
+73%
|
|
|
59
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$1.49M
|
–
|
–
|
–
|
|
|
60
|
MML Investors Services
Springfield,
Massachusetts
|
$1.47M
|
-$436K
|
-4,262
|
-23%
|
|
|
61
|
|
$1.42M
|
+$77.5K
|
+758
|
+6%
|
|
|
62
|
GeoWealth Management
Chicago,
Illinois
|
$1.39M
|
+$1.38M
|
+13,462
|
New
|
|
|
63
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.37M
|
+$3.27K
|
+32
|
+0.2%
|
|
|
64
|
|
$1.24M
|
-$215K
|
-2,100
|
-15%
|
|
|
65
|
Physician Wealth Advisors
Midvale,
Utah
|
$1.17M
|
+$1.1M
|
+10,775
|
New
|
|
|
66
|
Steward Partners Investment Advisory
New York
|
$1.09M
|
-$45.9K
|
-449
|
-4%
|
|
|
67
|
Donor Advised Charitable Giving
San Francisco,
California
|
$1.04M
|
+$5.22K
|
+51
|
+0.5%
|
|
|
68
|
Tocqueville Asset Management
New York
|
$1.02M
|
+$153K
|
+1,500
|
+18%
|
|
|
69
|
|
$962K
|
+$278K
|
+2,720
|
+41%
|
|
|
70
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$933K
|
–
|
–
|
–
|
|
|
71
|
Calton & Associates
Tampa,
Florida
|
$889K
|
+$83.4K
|
+815
|
+10%
|
|
|
72
|
Advisornet Financial
Minnetonka,
Minnesota
|
$881K
|
+$474K
|
+4,634
|
+118%
|
|
|
73
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$866K
|
+$859K
|
+8,399
|
New
|
|
|
74
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$836K
|
+$4.19K
|
+41
|
+0.5%
|
|
|
75
|
|
$824K
|
-$4.33M
|
-42,354
|
-84%
|
|
