|
51
|
Whittier Trust
South Pasadena,
California
|
$1.14M
|
-$58.9K
|
-1,557
|
-5%
|
|
|
52
|
Prism Advisors
Studio City,
California
|
$1.09M
|
+$19.5K
|
+515
|
+2%
|
|
|
53
|
TFC Financial Management
Boston,
Massachusetts
|
$1M
|
+$130K
|
+3,436
|
+14%
|
|
|
54
|
&Partners
Nashville,
Tennessee
|
$974K
|
+$728K
|
+19,249
|
+252%
|
|
|
55
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$968K
|
+$676K
|
+17,860
|
+201%
|
|
|
56
|
Empirical Wealth Management
Seattle,
Washington
|
$947K
|
-$30.9K
|
-816
|
-3%
|
|
|
57
|
SGL Investment Advisors
Missoula,
Montana
|
$910K
|
+$70.5K
|
+1,864
|
+8%
|
|
|
58
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$884K
|
+$100K
|
+2,645
|
+12%
|
|
|
59
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$880K
|
+$338K
|
+8,938
|
+58%
|
|
|
60
|
Napier Financial
Braintree,
Massachusetts
|
$864K
|
+$902K
|
+23,855
|
New
|
|
|
61
|
Natural Investments
Windsor,
California
|
$853K
|
+$891K
|
+23,563
|
New
|
|
|
62
|
Tolleson Wealth Management
Dallas,
Texas
|
$832K
|
–
|
–
|
–
|
|
|
63
|
CX Institutional
Auburn,
Indiana
|
$765K
|
+$102K
|
+2,703
|
+15%
|
|
|
64
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$704K
|
+$870
|
+23
|
+0.1%
|
|
|
65
|
Stifel Financial
St. Louis,
Missouri
|
$689K
|
+$57K
|
+1,508
|
+9%
|
|
|
66
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$644K
|
+$199K
|
+5,269
|
+42%
|
|
|
67
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$643K
|
+$672K
|
+17,759
|
New
|
|
|
68
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$632K
|
+$29.8K
|
+789
|
+5%
|
|
|
69
|
Lido Advisors
Los Angeles,
California
|
$586K
|
+$613K
|
+16,196
|
New
|
|
|
70
|
Sound Stewardship
Overland Park,
Kansas
|
$560K
|
-$79.7K
|
-2,107
|
-12%
|
|
|
71
|
Towerpoint Wealth
Sacramento,
California
|
$528K
|
+$239K
|
+6,328
|
+77%
|
|
|
72
|
Equitable Holdings
New York
|
$486K
|
+$40.5K
|
+1,071
|
+9%
|
|
|
73
|
Avantax Planning Partners
Dubuque,
Iowa
|
$482K
|
-$38.1K
|
-1,007
|
-7%
|
|
|
74
|
Wealth Architects
Mountain View,
California
|
$481K
|
-$90.1K
|
-2,382
|
-15%
|
|
|
75
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$474K
|
-$18.1K
|
-479
|
-4%
|
|
