|
26
|
Boltwood Capital Management
Walnut Creek,
California
|
$1.92M
|
+$118K
|
+2,030
|
+6%
|
|
|
27
|
Bank of America
Charlotte,
North Carolina
|
$1.85M
|
+$134K
|
+2,304
|
+8%
|
|
|
28
|
Truist Financial
Charlotte,
North Carolina
|
$1.85M
|
+$226K
|
+3,876
|
+14%
|
|
|
29
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$1.66M
|
+$972K
|
+16,700
|
+138%
|
|
|
30
|
UBS Group
Zurich,
Switzerland
|
$1.33M
|
+$484K
|
+8,319
|
+56%
|
|
|
31
|
|
$1.26M
|
-$12.2K
|
-210
|
-1%
|
|
|
32
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.1M
|
+$466
|
+8
|
+0%
|
|
|
33
|
Wealth Architects
Mountain View,
California
|
$1.08M
|
–
|
–
|
–
|
|
|
34
|
CX Institutional
Auburn,
Indiana
|
$833K
|
-$250K
|
-4,296
|
-23%
|
|
|
35
|
Fiducient Advisors
Chicago,
Illinois
|
$831K
|
-$280K
|
-4,818
|
-25%
|
|
|
36
|
Private Advisor Group
Morristown,
New Jersey
|
$753K
|
-$5.59K
|
-96
|
-0.7%
|
|
|
37
|
Edge Capital Group
Atlanta,
Georgia
|
$751K
|
–
|
–
|
–
|
|
|
38
|
Circle Wealth Management
Summit,
New Jersey
|
$715K
|
–
|
–
|
–
|
|
|
39
|
REDW Wealth
Albuquerque,
New Mexico
|
$691K
|
+$700K
|
+12,030
|
New
|
|
|
40
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$680K
|
–
|
–
|
–
|
|
|
41
|
First Foundation Advisors
Irvine,
California
|
$667K
|
–
|
–
|
–
|
|
|
42
|
Osaic Holdings
Scottsdale,
Arizona
|
$665K
|
+$31.8K
|
+546
|
+5%
|
|
|
43
|
Creative Financial Designs
Kokomo,
Indiana
|
$649K
|
-$168K
|
-2,882
|
-20%
|
|
|
44
|
Bickling Financial Services
Lexington,
Massachusetts
|
$589K
|
+$27.2K
|
+467
|
+5%
|
|
|
45
|
Ameriprise
Minneapolis,
Minnesota
|
$559K
|
-$27.4K
|
-471
|
-5%
|
|
|
46
|
Rain Capital Management
Lake Oswego,
Oregon
|
$539K
|
+$157K
|
+2,701
|
+40%
|
|
|
47
|
L.J. Altfest & Co
New York
|
$530K
|
+$9.72K
|
+167
|
+2%
|
|
|
48
|
Simmons Bank
Pine Bluff,
Arkansas
|
$513K
|
-$162K
|
-2,780
|
-24%
|
|
|
49
|
Naples Global Advisors
Naples,
Florida
|
$460K
|
–
|
–
|
–
|
|
|
50
|
|
$448K
|
+$454K
|
+7,795
|
New
|
|
