|
51
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$1.42M
|
+$124K
|
+5,454
|
+10%
|
|
|
52
|
Bailard
Foster City,
California
|
$1.42M
|
-$499K
|
-21,883
|
-26%
|
|
|
53
|
SageView Advisory Group
Newport Beach,
California
|
$1.32M
|
+$35.7K
|
+1,564
|
+3%
|
|
|
54
|
M&T Bank
Buffalo,
New York
|
$1.27M
|
-$102K
|
-4,465
|
-7%
|
|
|
55
|
SigFig Wealth Management
San Francisco,
California
|
$1.22M
|
+$443K
|
+19,432
|
+58%
|
|
|
56
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.19M
|
+$677K
|
+29,659
|
+134%
|
|
|
57
|
WealthShield Partners
Cary,
North Carolina
|
$1.18M
|
+$233K
|
+10,215
|
+25%
|
|
|
58
|
Carr Financial Group
Worcester,
Massachusetts
|
$1.17M
|
–
|
–
|
–
|
|
|
59
|
Miracle Mile Advisors
Los Angeles,
California
|
$1.13M
|
+$161K
|
+7,048
|
+17%
|
|
|
60
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$1.13M
|
+$277K
|
+12,132
|
+33%
|
|
|
61
|
PFG Advisors
Phoenix,
Arizona
|
$1.06M
|
+$39.3K
|
+1,720
|
+4%
|
|
|
62
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$1.04M
|
+$1.19K
|
+52
|
+0.1%
|
|
|
63
|
Vision Capital Management
Portland,
Oregon
|
$1.02M
|
-$310K
|
-13,592
|
-23%
|
|
|
64
|
Choreo LLC
Rockford,
Illinois
|
$981K
|
+$973K
|
+42,625
|
New
|
|
|
65
|
AE Wealth Management
Topeka,
Kansas
|
$970K
|
+$216K
|
+9,466
|
+29%
|
|
|
66
|
Gradient Investments
Arden Hills,
Minnesota
|
$920K
|
-$204K
|
-8,958
|
-18%
|
|
|
67
|
NewEdge Advisors
New Orleans,
Louisiana
|
$834K
|
+$827K
|
+36,240
|
New
|
|
|
68
|
Beacon Pointe Advisors
Newport Beach,
California
|
$821K
|
+$814K
|
+35,663
|
New
|
|
|
69
|
Cetera Advisors
Denver,
Colorado
|
$820K
|
+$304K
|
+13,337
|
+60%
|
|
|
70
|
Empirical Wealth Management
Seattle,
Washington
|
$815K
|
+$71.5K
|
+3,132
|
+10%
|
|
|
71
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$801K
|
+$24K
|
+1,052
|
+3%
|
|
|
72
|
Truist Financial
Charlotte,
North Carolina
|
$800K
|
-$177K
|
-7,735
|
-18%
|
|
|
73
|
Bank of New York Mellon
New York
|
$797K
|
+$362K
|
+15,870
|
+85%
|
|
|
74
|
Venturi Wealth Management
Austin,
Texas
|
$746K
|
+$472K
|
+20,664
|
+176%
|
|
|
75
|
Aprio Wealth Management
Atlanta,
Georgia
|
$737K
|
-$203K
|
-8,916
|
-22%
|
|
