|
51
|
Equitable Trust
Nashville,
Tennessee
|
$1.97M
|
+$1.1M
|
+17,200
|
+127%
|
|
|
52
|
Frontier Wealth Management
Kansas City,
Missouri
|
$1.9M
|
+$1.89M
|
+29,566
|
New
|
|
|
53
|
|
$1.77M
|
+$1.11M
|
+17,315
|
+168%
|
|
|
54
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.76M
|
-$152K
|
-2,374
|
-8%
|
|
|
55
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.75M
|
+$183K
|
+2,870
|
+12%
|
|
|
56
|
One Day In July LLC
Burlington,
Vermont
|
$1.71M
|
+$762K
|
+11,927
|
+81%
|
|
|
57
|
|
$1.65M
|
+$682K
|
+10,679
|
+71%
|
|
|
58
|
Addison Advisors
Middlebury,
Vermont
|
$1.63M
|
+$1.62M
|
+25,437
|
New
|
|
|
59
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.51M
|
+$265K
|
+4,152
|
+21%
|
|
|
60
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$1.48M
|
+$399K
|
+6,253
|
+37%
|
|
|
61
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$1.44M
|
-$1.99M
|
-31,111
|
-53%
|
|
|
62
|
Old Mission Capital
Chicago,
Illinois
|
$1.38M
|
-$292K
|
-4,575
|
-18%
|
|
|
63
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$1.32M
|
+$30.5K
|
+478
|
+2%
|
|
|
64
|
|
$1.3M
|
+$143K
|
+2,235
|
+12%
|
|
|
65
|
Gould Asset Management
Claremont,
California
|
$1.12M
|
+$268K
|
+4,200
|
+32%
|
|
|
66
|
Personal Capital Advisors
Redwood City,
California
|
$1.11M
|
+$4.02K
|
+63
|
+0.4%
|
|
|
67
|
Monterey Private Wealth
Monterey,
California
|
$1.09M
|
+$165K
|
+2,586
|
+18%
|
|
|
68
|
West Financial Advisors
Des Moines,
Iowa
|
$1.08M
|
+$143K
|
+2,247
|
+15%
|
|
|
69
|
MML Investors Services
Springfield,
Massachusetts
|
$997K
|
+$129K
|
+2,025
|
+15%
|
|
|
70
|
Truist Financial
Charlotte,
North Carolina
|
$963K
|
–
|
–
|
–
|
|
|
71
|
Retirement Capital Strategies
San Jose,
California
|
$962K
|
+$10K
|
+157
|
+1%
|
|
|
72
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$938K
|
+$48.6K
|
+761
|
+5%
|
|
|
73
|
First United Bank & Trust
Oakland,
Maryland
|
$931K
|
+$927K
|
+14,516
|
New
|
|
|
74
|
United Capital Financial Advisors
Irving,
Texas
|
$901K
|
+$5.24K
|
+82
|
+0.6%
|
|
|
75
|
Maryland Capital Management
Towson,
Maryland
|
$884K
|
–
|
–
|
–
|
|
