|
51
|
Equitable Holdings
New York
|
$1.44M
|
+$802K
|
+22,049
|
+119%
|
|
|
52
|
PFG Investments
Woodbury,
New York
|
$1.38M
|
+$1.42M
|
+39,048
|
New
|
|
|
53
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$1.24M
|
+$102K
|
+2,798
|
+9%
|
|
|
54
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$1.18M
|
+$50.4K
|
+1,385
|
+4%
|
|
|
55
|
Sand Hill Global Advisors
Palo Alto,
California
|
$1.15M
|
-$321K
|
-8,817
|
-21%
|
|
|
56
|
WealthShield Partners
Cary,
North Carolina
|
$1.11M
|
-$18K
|
-495
|
-2%
|
|
|
57
|
WhitTier Trust Company
Reno,
Nevada
|
$1.1M
|
+$60.9K
|
+1,673
|
+6%
|
|
|
58
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.09M
|
-$509
|
-14
|
-0%
|
|
|
59
|
Savant Capital
Rockford,
Illinois
|
$1.06M
|
+$743K
|
+20,428
|
+216%
|
|
|
60
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.05M
|
-$13.9K
|
-382
|
-1%
|
|
|
61
|
Lido Advisors
Los Angeles,
California
|
$1.03M
|
+$179K
|
+4,916
|
+20%
|
|
|
62
|
Brio Consultants
San Francisco,
California
|
$1.03M
|
+$86.9K
|
+2,389
|
+9%
|
|
|
63
|
UMB Bank
Kansas City,
Missouri
|
$1M
|
+$11.8K
|
+325
|
+1%
|
|
|
64
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$971K
|
+$28.7K
|
+788
|
+3%
|
|
|
65
|
New York Life Investment Management
New York
|
$945K
|
+$180K
|
+4,960
|
+23%
|
|
|
66
|
Private Advisor Group
Morristown,
New Jersey
|
$942K
|
+$40.2K
|
+1,104
|
+4%
|
|
|
67
|
Harbour Investments
Madison,
Wisconsin
|
$887K
|
+$35.1K
|
+966
|
+4%
|
|
|
68
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$876K
|
+$302K
|
+8,298
|
+51%
|
|
|
69
|
Addison Advisors
Middlebury,
Vermont
|
$843K
|
–
|
–
|
–
|
|
|
70
|
Financial Connections Group
Corte Madera,
California
|
$843K
|
-$252K
|
-6,920
|
-23%
|
|
|
71
|
Scott Capital Advisors
Portland,
Oregon
|
$833K
|
-$27.9K
|
-767
|
-3%
|
|
|
72
|
CX Institutional
Auburn,
Indiana
|
$808K
|
+$23.4K
|
+643
|
+3%
|
|
|
73
|
Modera Wealth Management
Westwood,
New Jersey
|
$796K
|
+$99K
|
+2,722
|
+14%
|
|
|
74
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$763K
|
+$20.3K
|
+558
|
+3%
|
|
|
75
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$722K
|
+$177K
|
+4,869
|
+31%
|
|
