|
26
|
Ashfield Capital Partners
San Francisco,
California
|
$1.14M
|
+$31.8K
|
+1,320
|
+3%
|
|
|
27
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.08M
|
–
|
–
|
–
|
|
|
28
|
Bailard
Foster City,
California
|
$1.05M
|
+$582K
|
+24,123
|
+140%
|
|
|
29
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$1.03M
|
+$172K
|
+7,149
|
+22%
|
|
|
30
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$954K
|
-$449K
|
-18,600
|
-33%
|
|
|
31
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$946K
|
-$4.47M
|
-185,469
|
-83%
|
|
|
32
|
JFG Wealth Management
Denver,
Colorado
|
$915K
|
+$867K
|
+35,964
|
New
|
|
|
33
|
Arjuna Capital
Durham,
North Carolina
|
$904K
|
-$4.56K
|
-189
|
-0.5%
|
|
|
34
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$856K
|
–
|
–
|
–
|
|
|
35
|
SEI Investments
Oaks,
Pennsylvania
|
$827K
|
+$68.6K
|
+2,844
|
+10%
|
|
|
36
|
Alesco Advisors
Pittsford,
New York
|
$822K
|
–
|
–
|
–
|
|
|
37
|
Ameriprise
Minneapolis,
Minnesota
|
$818K
|
+$418K
|
+17,325
|
+117%
|
|
|
38
|
Wells Fargo
San Francisco,
California
|
$805K
|
+$339K
|
+14,061
|
+80%
|
|
|
39
|
SVB Wealth
Boston,
Massachusetts
|
$795K
|
+$125K
|
+5,184
|
+20%
|
|
|
40
|
Sentinel Trust
Houston,
Texas
|
$790K
|
+$749K
|
+31,056
|
New
|
|
|
41
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$753K
|
–
|
–
|
–
|
|
|
42
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$730K
|
+$72
|
+3
|
+0%
|
|
|
43
|
Envestnet Asset Management
Chicago,
Illinois
|
$698K
|
+$662K
|
+27,435
|
New
|
|
|
44
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$673K
|
-$85K
|
-3,525
|
-12%
|
|
|
45
|
ProVise Management Group
Clearwater,
Florida
|
$663K
|
–
|
–
|
–
|
|
|
46
|
MML Investors Services
Springfield,
Massachusetts
|
$640K
|
+$136K
|
+5,631
|
+29%
|
|
|
47
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$634K
|
+$230K
|
+9,522
|
+62%
|
|
|
48
|
Institute for Wealth Management
Denver,
Colorado
|
$575K
|
+$545K
|
+22,611
|
New
|
|
|
49
|
Truist Financial
Charlotte,
North Carolina
|
$551K
|
+$522K
|
+21,666
|
New
|
|
|
50
|
HighTower Advisors
Chicago,
Illinois
|
$534K
|
+$72.6K
|
+3,009
|
+17%
|
|
