|
51
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.22M
|
+$175K
|
+6,731
|
+16%
|
|
|
52
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$1.15M
|
+$1.16M
|
+44,608
|
New
|
|
|
53
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.13M
|
+$94.3K
|
+3,638
|
+9%
|
|
|
54
|
City State Bank
Norwalk,
Iowa
|
$1.08M
|
+$5.19K
|
+200
|
+0.5%
|
|
|
55
|
Cary Street Partners
Richmond,
Virginia
|
$1.06M
|
-$42.4K
|
-1,634
|
-4%
|
|
|
56
|
MML Investors Services
Springfield,
Massachusetts
|
$1.02M
|
+$35.8K
|
+1,380
|
+4%
|
|
|
57
|
Geneos Wealth Management
Englewood,
Colorado
|
$989K
|
+$41K
|
+1,580
|
+4%
|
|
|
58
|
Ameriprise
Minneapolis,
Minnesota
|
$984K
|
+$10.4K
|
+402
|
+1%
|
|
|
59
|
Citadel Advisors
Miami,
Florida
|
$982K
|
-$1.24M
|
-47,751
|
-56%
|
|
|
60
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$982K
|
+$106K
|
+4,099
|
+12%
|
|
|
61
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$972K
|
-$85.8K
|
-3,307
|
-8%
|
|
|
62
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$952K
|
-$18.7K
|
-720
|
-2%
|
|
|
63
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$924K
|
-$24.4K
|
-941
|
-3%
|
|
|
64
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$899K
|
-$40.8K
|
-1,575
|
-4%
|
|
|
65
|
Busey Bank
Urbana,
Illinois
|
$890K
|
-$14.1K
|
-543
|
-2%
|
|
|
66
|
Equitable Holdings
New York
|
$889K
|
+$171K
|
+6,594
|
+24%
|
|
|
67
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$885K
|
-$212K
|
-8,190
|
-19%
|
|
|
68
|
TIAA-CREF Individual & Institutional Services
New York
|
$853K
|
-$143K
|
-5,532
|
-14%
|
|
|
69
|
Lido Advisors
Los Angeles,
California
|
$796K
|
–
|
–
|
–
|
|
|
70
|
Modera Wealth Management
Westwood,
New Jersey
|
$777K
|
-$2.18K
|
-84
|
-0.3%
|
|
|
71
|
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
|
$746K
|
+$12.2K
|
+471
|
+2%
|
|
|
72
|
Creative Planning
Overland Park,
Kansas
|
$728K
|
-$52.9K
|
-2,038
|
-7%
|
|
|
73
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$714K
|
-$137K
|
-5,299
|
-16%
|
|
|
74
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$705K
|
-$807K
|
-31,133
|
-53%
|
|
|
75
|
Auour Investments
Woburn,
Massachusetts
|
$704K
|
+$17.3K
|
+669
|
+3%
|
|
