|
51
|
Starr International Company
Zug,
Switzerland
|
$4.89M
|
–
|
–
|
–
|
|
|
52
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$4.61M
|
+$4.46M
|
+28,956
|
+646%
|
|
|
53
|
FundX Investment Group
San Francisco,
California
|
$4.28M
|
+$4.78M
|
+31,026
|
New
|
|
|
54
|
Rockefeller Capital Management
New York
|
$4.22M
|
+$2.91M
|
+18,853
|
+160%
|
|
|
55
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$4.13M
|
+$4.62M
|
+29,950
|
New
|
|
|
56
|
Bailard
Foster City,
California
|
$4.11M
|
-$999K
|
-6,485
|
-18%
|
|
|
57
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$4.04M
|
+$73.4K
|
+476
|
+2%
|
|
|
58
|
Comerica Securities
Detroit,
Michigan
|
$3.95M
|
-$1.41M
|
-9,160
|
-24%
|
|
|
59
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.95M
|
-$346K
|
-2,246
|
-7%
|
|
|
60
|
First Personal Financial Services
Charlotte,
North Carolina
|
$3.85M
|
-$1.63M
|
-10,571
|
-27%
|
|
|
61
|
Truist Financial
Charlotte,
North Carolina
|
$3.58M
|
+$1.4M
|
+9,090
|
+54%
|
|
|
62
|
Tatro Capital
Lexington,
Kentucky
|
$3.51M
|
-$75.2K
|
-488
|
-2%
|
|
|
63
|
NFP Retirement Inc
Aliso Viejo,
California
|
$3.5M
|
+$482K
|
+3,127
|
+14%
|
|
|
64
|
Madden Advisory Services
Jacksonville,
Florida
|
$3.25M
|
-$216K
|
-1,404
|
-6%
|
|
|
65
|
Fifth Third Securities
Cincinnati,
Ohio
|
$3.24M
|
+$1.05M
|
+6,833
|
+41%
|
|
|
66
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$3.2M
|
-$274K
|
-1,778
|
-7%
|
|
|
67
|
TIAA FSB
Jacksonville,
Florida
|
$3.18M
|
+$3.56M
|
+23,082
|
New
|
|
|
68
|
Lazard Asset Management
New York
|
$3.17M
|
+$3.55M
|
+23,030
|
New
|
|
|
69
|
Avantax Advisory Services
Dallas,
Texas
|
$3.02M
|
+$1.97M
|
+12,756
|
+140%
|
|
|
70
|
|
$2.89M
|
-$2.92M
|
-18,959
|
-47%
|
|
|
71
|
Condor Capital Management
Martinsville,
New Jersey
|
$2.77M
|
-$26.5K
|
-172
|
-0.8%
|
|
|
72
|
Anchor Investment Management
Columbia,
South Carolina
|
$2.73M
|
+$430K
|
+2,787
|
+16%
|
|
|
73
|
Keebeck Wealth Management
Chicago,
Illinois
|
$2.66M
|
–
|
–
|
–
|
|
|
74
|
Advisory Services Network
Atlanta,
Georgia
|
$2.6M
|
+$288K
|
+1,870
|
+11%
|
|
|
75
|
Calton & Associates
Tampa,
Florida
|
$2.55M
|
+$134K
|
+869
|
+5%
|
|
