|
51
|
Creative Planning
Overland Park,
Kansas
|
$1.26M
|
-$22.4K
|
-374
|
-2%
|
|
|
52
|
Manchester Capital Management
Manchester,
Vermont
|
$1.22M
|
–
|
–
|
–
|
|
|
53
|
Private Advisor Group
Morristown,
New Jersey
|
$1.17M
|
+$48.6K
|
+812
|
+4%
|
|
|
54
|
Private Capital Group
West Hartford,
Connecticut
|
$1.11M
|
-$11.4K
|
-190
|
-1%
|
|
|
55
|
AJ Wealth Strategies
New York
|
$1.11M
|
+$142K
|
+2,372
|
+15%
|
|
|
56
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.09M
|
+$162K
|
+2,700
|
+18%
|
|
|
57
|
Commerce Bank
Kansas City,
Missouri
|
$1.09M
|
–
|
–
|
–
|
|
|
58
|
Bank of New York Mellon
New York
|
$1.08M
|
-$59.8K
|
-1,000
|
-5%
|
|
|
59
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$1.05M
|
+$57.8K
|
+966
|
+6%
|
|
|
60
|
MML Investors Services
Springfield,
Massachusetts
|
$1.05M
|
+$13K
|
+218
|
+1%
|
|
|
61
|
William Blair & Company
Chicago,
Illinois
|
$1.01M
|
+$5.86K
|
+98
|
+0.6%
|
|
|
62
|
FundX Investment Group
San Francisco,
California
|
$995K
|
–
|
–
|
–
|
|
|
63
|
Pathstone Family Office
Englewood,
New Jersey
|
$943K
|
+$687K
|
+11,474
|
+287%
|
|
|
64
|
Homrich & Berg
Atlanta,
Georgia
|
$939K
|
+$26.3K
|
+440
|
+3%
|
|
|
65
|
Truist Financial
Charlotte,
North Carolina
|
$914K
|
+$6.7K
|
+112
|
+0.8%
|
|
|
66
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$899K
|
+$259K
|
+4,322
|
+41%
|
|
|
67
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$878K
|
-$144K
|
-2,408
|
-14%
|
|
|
68
|
Coldstream Capital Management
Bellevue,
Washington
|
$863K
|
+$87.7K
|
+1,466
|
+12%
|
|
|
69
|
Westside Investment Management
Santa Monica,
California
|
$845K
|
+$830K
|
+13,878
|
New
|
|
|
70
|
United Capital Financial Advisors
Irving,
Texas
|
$820K
|
-$39.8K
|
-666
|
-5%
|
|
|
71
|
Colony Group
Boston,
Massachusetts
|
$817K
|
+$508K
|
+8,494
|
+173%
|
|
|
72
|
US Bancorp
Minneapolis,
Minnesota
|
$814K
|
+$9.45K
|
+158
|
+1%
|
|
|
73
|
Avantax Planning Partners
Dubuque,
Iowa
|
$812K
|
–
|
–
|
–
|
|
|
74
|
Stifel Financial
St. Louis,
Missouri
|
$808K
|
+$12.7K
|
+212
|
+2%
|
|
|
75
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$780K
|
+$381K
|
+6,364
|
+99%
|
|
