|
26
|
Destination Wealth Management
Walnut Creek,
California
|
$1.35M
|
+$166K
|
+3,300
|
+14%
|
|
|
27
|
FundX Investment Group
San Francisco,
California
|
$1.29M
|
-$37.3K
|
-742
|
-3%
|
|
|
28
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.27M
|
+$1.05M
|
+20,790
|
+508%
|
|
|
29
|
Cetera Advisor Networks
El Segundo,
California
|
$1.21M
|
+$2.71K
|
+54
|
+0.2%
|
|
|
30
|
Accredited Investors
Edina,
Minnesota
|
$1.18M
|
-$11.5K
|
-228
|
-1%
|
|
|
31
|
Creative Planning
Overland Park,
Kansas
|
$1.01M
|
+$14.7K
|
+292
|
+2%
|
|
|
32
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$1.01M
|
-$8.75K
|
-174
|
-0.9%
|
|
|
33
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$976K
|
+$64.6K
|
+1,286
|
+7%
|
|
|
34
|
Truist Financial
Charlotte,
North Carolina
|
$965K
|
+$68.4K
|
+1,360
|
+8%
|
|
|
35
|
Evercore Wealth Management
New York
|
$936K
|
–
|
–
|
–
|
|
|
36
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$926K
|
-$82.2K
|
-1,636
|
-8%
|
|
|
37
|
|
$889K
|
-$224K
|
-4,454
|
-20%
|
|
|
38
|
Bailard
Foster City,
California
|
$864K
|
+$36.1K
|
+718
|
+4%
|
|
|
39
|
William Blair & Company
Chicago,
Illinois
|
$857K
|
–
|
–
|
–
|
|
|
40
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$845K
|
+$67.1K
|
+1,334
|
+9%
|
|
|
41
|
United Capital Financial Advisors
Irving,
Texas
|
$843K
|
+$4.63K
|
+92
|
+0.6%
|
|
|
42
|
US Bancorp
Minneapolis,
Minnesota
|
$828K
|
-$6.54K
|
-130
|
-0.8%
|
|
|
43
|
Commerce Bank
Kansas City,
Missouri
|
$810K
|
–
|
–
|
–
|
|
|
44
|
Cetera Advisors
Denver,
Colorado
|
$802K
|
+$210K
|
+4,184
|
+36%
|
|
|
45
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$786K
|
-$58.6K
|
-1,166
|
-7%
|
|
|
46
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$769K
|
+$74.7K
|
+1,486
|
+11%
|
|
|
47
|
HighTower Advisors
Chicago,
Illinois
|
$739K
|
+$10.2K
|
+202
|
+1%
|
|
|
48
|
Manchester Capital Management
Manchester,
Vermont
|
$725K
|
+$686K
|
+13,644
|
+2,555%
|
|
|
49
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$698K
|
-$65.3K
|
-1,300
|
-9%
|
|
|
50
|
Gould Asset Management
Claremont,
California
|
$696K
|
+$359K
|
+7,140
|
+110%
|
|
