|
51
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.68M
|
-$239K
|
-7,840
|
-13%
|
|
|
52
|
Pinnacle Private Wealth
Andover,
Massachusetts
|
$1.45M
|
+$1.38M
|
+45,260
|
New
|
|
|
53
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$1.43M
|
–
|
–
|
–
|
|
|
54
|
Matrix Private Capital Group
New York
|
$1.34M
|
+$304
|
+10
|
+0%
|
|
|
55
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.31M
|
–
|
–
|
–
|
|
|
56
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$1.26M
|
+$59.4K
|
+1,950
|
+5%
|
|
|
57
|
&Partners
Nashville,
Tennessee
|
$1.12M
|
-$2.74K
|
-90
|
-0.3%
|
|
|
58
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.11M
|
+$302K
|
+9,920
|
+40%
|
|
|
59
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$998K
|
-$28.6K
|
-940
|
-3%
|
|
|
60
|
Occidental Asset Management
Burlingame,
California
|
$960K
|
-$35.3K
|
-1,160
|
-4%
|
|
|
61
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$958K
|
+$36.8K
|
+1,210
|
+4%
|
|
|
62
|
CRA Financial Services
Northfield,
New Jersey
|
$934K
|
-$30.4K
|
-1,000
|
-3%
|
|
|
63
|
Rockefeller Capital Management
New York
|
$931K
|
+$49.6K
|
+1,630
|
+6%
|
|
|
64
|
UMB Bank
Kansas City,
Missouri
|
$929K
|
+$883K
|
+29,000
|
New
|
|
|
65
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$915K
|
+$121K
|
+3,980
|
+16%
|
|
|
66
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$843K
|
–
|
–
|
–
|
|
|
67
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$821K
|
-$2.83M
|
-92,830
|
-78%
|
|
|
68
|
Equitable Holdings
New York
|
$787K
|
-$6.09K
|
-200
|
-0.8%
|
|
|
69
|
Lido Advisors
Los Angeles,
California
|
$715K
|
+$42.6K
|
+1,400
|
+7%
|
|
|
70
|
Advisory Services Network
Atlanta,
Georgia
|
$709K
|
-$33.5K
|
-1,100
|
-5%
|
|
|
71
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$685K
|
+$30.7K
|
+1,010
|
+5%
|
|
|
72
|
Oppenheimer & Co
New York
|
$682K
|
+$27.7K
|
+910
|
+4%
|
|
|
73
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$638K
|
–
|
–
|
–
|
|
|
74
|
Legacy Private Trust
Neenah,
Wisconsin
|
$627K
|
-$4.57K
|
-150
|
-0.8%
|
|
|
75
|
|
$619K
|
+$18.3K
|
+600
|
+3%
|
|
