|
51
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$1.46M
|
–
|
–
|
–
|
|
|
52
|
Kestra Advisory Services
Austin,
Texas
|
$1.44M
|
+$22.4K
|
+147
|
New
|
|
|
53
|
Domani Wealth
Lancaster,
Pennsylvania
|
$1.37M
|
-$448K
|
-2,937
|
-25%
|
|
|
54
|
Private Advisor Group
Morristown,
New Jersey
|
$1.25M
|
-$69.1K
|
-453
|
-5%
|
|
|
55
|
LPWM LLC
Minneapolis,
Minnesota
|
$1.25M
|
+$128K
|
+840
|
+12%
|
|
|
56
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.1M
|
+$187K
|
+1,222
|
+21%
|
|
|
57
|
Allworth Financial
Folsom,
California
|
$1.09M
|
-$58.5K
|
-383
|
-5%
|
|
|
58
|
Pathstone Family Office
Englewood,
New Jersey
|
$920K
|
-$268K
|
-1,758
|
-23%
|
|
|
59
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$839K
|
+$163K
|
+1,066
|
+25%
|
|
|
60
|
Stegner Investment Associates
Louisville,
Kentucky
|
$835K
|
+$823K
|
+5,394
|
New
|
|
|
61
|
William Blair & Company
Chicago,
Illinois
|
$826K
|
–
|
–
|
–
|
|
|
62
|
Bank of New York Mellon
New York
|
$813K
|
-$120K
|
-784
|
-13%
|
|
|
63
|
Osaic Holdings
Scottsdale,
Arizona
|
$806K
|
-$59.2K
|
-388
|
-7%
|
|
|
64
|
Kestra Private Wealth Services
Austin,
Texas
|
$793K
|
+$766K
|
+5,017
|
New
|
|
|
65
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$764K
|
-$4M
|
-26,230
|
-84%
|
|
|
66
|
Welch Group
Birmingham,
Alabama
|
$726K
|
–
|
–
|
–
|
|
|
67
|
Brown Advisory
Baltimore,
Maryland
|
$712K
|
–
|
–
|
–
|
|
|
68
|
Raymond James Trust
St. Petersburg,
Florida
|
$711K
|
–
|
–
|
–
|
|
|
69
|
Abacus Planning Group
Columbia,
South Carolina
|
$702K
|
-$70.2K
|
-460
|
-9%
|
|
|
70
|
Verus Financial Partners
Richmond,
Virginia
|
$702K
|
+$692K
|
+4,535
|
New
|
|
|
71
|
Wealthspire Advisors (New York)
New York
|
$647K
|
+$47.5K
|
+311
|
+8%
|
|
|
72
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$647K
|
+$638K
|
+4,180
|
New
|
|
|
73
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$640K
|
+$153
|
+1
|
+0%
|
|
|
74
|
|
$601K
|
–
|
–
|
–
|
|
|
75
|
Prospera Financial Services
Dallas,
Texas
|
$580K
|
-$41.8K
|
-274
|
-7%
|
|
