|
51
|
Truist Financial
Charlotte,
North Carolina
|
$6.3M
|
+$2.11M
|
+53,893
|
+51%
|
|
|
52
|
Angeles Investment Advisors
Santa Monica,
California
|
$6.13M
|
-$841K
|
-21,500
|
-12%
|
|
|
53
|
Systematic Alpha Investments
Princeton,
New Jersey
|
$5.84M
|
–
|
–
|
–
|
|
|
54
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$5.71M
|
-$4.16M
|
-106,280
|
-42%
|
|
|
55
|
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
$5.5M
|
+$288K
|
+7,364
|
+6%
|
|
|
56
|
|
$5.34M
|
+$782K
|
+20,000
|
+17%
|
|
|
57
|
Equitable Holdings
New York
|
$5.29M
|
-$2.64M
|
-67,547
|
-34%
|
|
|
58
|
Creative Planning
Overland Park,
Kansas
|
$5.27M
|
+$2.32M
|
+59,418
|
+81%
|
|
|
59
|
J.W. Cole Advisors
Tampa,
Florida
|
$5.27M
|
+$223K
|
+5,712
|
+4%
|
|
|
60
|
MML Investors Services
Springfield,
Massachusetts
|
$5.26M
|
-$15.5M
|
-396,336
|
-75%
|
|
|
61
|
Genesee Capital Advisors
Auburn,
New York
|
$5.18M
|
+$45.6K
|
+1,166
|
+0.9%
|
|
|
62
|
Curi RMB Capital
Chicago,
Illinois
|
$5.06M
|
–
|
–
|
–
|
|
|
63
|
Stifel Financial
St. Louis,
Missouri
|
$4.78M
|
-$3.07M
|
-78,442
|
-39%
|
|
|
64
|
Erickson Financial Group
Allentown,
Pennsylvania
|
$4.78M
|
+$2.42M
|
+61,978
|
+106%
|
|
|
65
|
1900 Wealth Management
San Antonio,
Texas
|
$4.49M
|
+$181K
|
+4,626
|
+4%
|
|
|
66
|
RDA Financial Network
Akron,
Iowa
|
$4.45M
|
-$30.1K
|
-770
|
-0.7%
|
|
|
67
|
Coombe, Bender & Co
Ellenville,
New York
|
$4.29M
|
-$134K
|
-3,417
|
-3%
|
|
|
68
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$4.13M
|
+$1.18M
|
+30,140
|
+41%
|
|
|
69
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$4.13M
|
-$153K
|
-3,900
|
-4%
|
|
|
70
|
Wealthfront Advisers
Palo Alto,
California
|
$4.12M
|
+$1.84M
|
+46,949
|
+82%
|
|
|
71
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
$3.95M
|
-$88K
|
-2,250
|
-2%
|
|
|
72
|
Laurel Wealth Planning
Edina,
Minnesota
|
$3.84M
|
-$750K
|
-19,166
|
-16%
|
|
|
73
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.81M
|
+$201K
|
+5,145
|
+6%
|
|
|
74
|
FDx Advisors
Chicago,
Illinois
|
$3.78M
|
-$1.18M
|
-30,072
|
-24%
|
|
|
75
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$3.7M
|
+$3.66M
|
+93,592
|
New
|
|
