|
51
|
Altavista Wealth Management
Asheville,
North Carolina
|
$2.22M
|
+$461K
|
+22,805
|
+27%
|
|
|
52
|
Money Design
Tokyo,
Japan
|
$2.16M
|
-$2.93M
|
-144,891
|
-58%
|
|
|
53
|
LPL Financial
San Diego,
California
|
$2.15M
|
-$271K
|
-13,424
|
-12%
|
|
|
54
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.13M
|
-$11.6M
|
-575,645
|
-85%
|
|
|
55
|
20/20 Capital Management
Costa Mesa,
California
|
$2.06M
|
+$476K
|
+23,526
|
+33%
|
|
|
56
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$1.73M
|
+$907K
|
+44,871
|
+118%
|
|
|
57
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.67M
|
-$101K
|
-5,000
|
-6%
|
|
|
58
|
Hayden Royal
Charlotte,
North Carolina
|
$1.63M
|
+$998K
|
+49,375
|
+172%
|
|
|
59
|
TrueWealth LLC
Atlanta,
Georgia
|
$1.59M
|
+$273K
|
+13,481
|
+22%
|
|
|
60
|
Truist Financial
Charlotte,
North Carolina
|
$1.52M
|
-$55.9K
|
-2,766
|
-4%
|
|
|
61
|
Apella Capital
West Hartford,
Connecticut
|
$1.48M
|
+$140K
|
+6,918
|
+11%
|
|
|
62
|
Fortis Advisors
Wayne,
Pennsylvania
|
$1.47M
|
-$437K
|
-21,618
|
-23%
|
|
|
63
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.34M
|
-$14.7K
|
-729
|
-1%
|
|
|
64
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.25M
|
-$4.01M
|
-198,281
|
-77%
|
|
|
65
|
Creative Planning
Overland Park,
Kansas
|
$1.15M
|
-$1.32M
|
-65,451
|
-54%
|
|
|
66
|
Wintrust Investments
Chicago,
Illinois
|
$1.15M
|
+$180K
|
+8,883
|
+19%
|
|
|
67
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.12M
|
+$716K
|
+35,392
|
+197%
|
|
|
68
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$1.1M
|
+$1.06M
|
+52,500
|
New
|
|
|
69
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$1.08M
|
-$415K
|
-20,526
|
-28%
|
|
|
70
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.05M
|
+$23.5K
|
+1,160
|
+2%
|
|
|
71
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$961K
|
+$32.9K
|
+1,625
|
+4%
|
|
|
72
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$961K
|
+$184K
|
+9,118
|
+25%
|
|
|
73
|
Merriman Wealth Management
Seattle,
Washington
|
$961K
|
+$287K
|
+14,188
|
+45%
|
|
|
74
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$948K
|
+$2.75K
|
+136
|
+0.3%
|
|
|
75
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$929K
|
-$3.73M
|
-184,248
|
-81%
|
|
