|
51
|
Vontobel Holding
Zurich,
Switzerland
|
$1.21M
|
+$69.9K
|
+1,861
|
+6%
|
|
|
52
|
Trust Company
Manhattan,
Kansas
|
$1.14M
|
-$126K
|
-3,347
|
-10%
|
|
|
53
|
Whittier Trust
South Pasadena,
California
|
$1.12M
|
–
|
–
|
–
|
|
|
54
|
Prism Advisors
Studio City,
California
|
$1.08M
|
-$12.6K
|
-334
|
-1%
|
|
|
55
|
SGL Investment Advisors
Missoula,
Montana
|
$1.05M
|
+$110K
|
+2,915
|
+12%
|
|
|
56
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$961K
|
-$4.02K
|
-107
|
-0.4%
|
|
|
57
|
TFC Financial Management
Boston,
Massachusetts
|
$959K
|
-$42.3K
|
-1,125
|
-4%
|
|
|
58
|
Natural Investments
Windsor,
California
|
$956K
|
+$110K
|
+2,926
|
+12%
|
|
|
59
|
CX Institutional
Auburn,
Indiana
|
$934K
|
+$178K
|
+4,738
|
+22%
|
|
|
60
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$885K
|
+$4.21K
|
+112
|
+0.5%
|
|
|
61
|
Perennial Investment Advisors
Los Angeles,
California
|
$868K
|
+$636K
|
+16,917
|
+237%
|
|
|
62
|
Tolleson Wealth Management
Dallas,
Texas
|
$830K
|
–
|
–
|
–
|
|
|
63
|
Napier Financial
Braintree,
Massachusetts
|
$813K
|
-$50.2K
|
-1,336
|
-6%
|
|
|
64
|
|
$746K
|
+$776K
|
+20,663
|
New
|
|
|
65
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$744K
|
+$43.3K
|
+1,152
|
+6%
|
|
|
66
|
Sound Stewardship
Overland Park,
Kansas
|
$735K
|
+$184K
|
+4,899
|
+32%
|
|
|
67
|
Stifel Financial
St. Louis,
Missouri
|
$723K
|
+$37.4K
|
+994
|
+5%
|
|
|
68
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$647K
|
+$5.6K
|
+149
|
+0.8%
|
|
|
69
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$646K
|
+$16.4K
|
+436
|
+2%
|
|
|
70
|
Lido Advisors
Los Angeles,
California
|
$585K
|
+$413
|
+11
|
+0.1%
|
|
|
71
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$561K
|
-$77.4M
|
-2,059,756
|
-99%
|
|
|
72
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$538K
|
-$109K
|
-2,890
|
-16%
|
|
|
73
|
Equitable Holdings
New York
|
$530K
|
+$46.1K
|
+1,228
|
+9%
|
|
|
74
|
One Capital Management
Westlake Village,
California
|
$511K
|
+$59.6K
|
+1,587
|
+13%
|
|
|
75
|
Towerpoint Wealth
Sacramento,
California
|
$504K
|
-$23.4K
|
-624
|
-4%
|
|
