|
51
|
Burton Enright Welch
Walnut Creek,
California
|
$2.64M
|
+$266K
|
+2,616
|
+11%
|
|
|
52
|
Evanson Asset Management
Carmel,
California
|
$2.59M
|
-$33K
|
-325
|
-1%
|
|
|
53
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$2.49M
|
+$499K
|
+4,915
|
+25%
|
|
|
54
|
Clearstead Advisors
Cleveland,
Ohio
|
$2.46M
|
+$699K
|
+6,879
|
+40%
|
|
|
55
|
Brown Wealth Management
Naperville,
Illinois
|
$2.37M
|
+$62.4K
|
+614
|
+3%
|
|
|
56
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.36M
|
+$2.36M
|
+23,195
|
New
|
|
|
57
|
Atria Investments
Charlotte,
North Carolina
|
$2.23M
|
-$430K
|
-4,235
|
-16%
|
|
|
58
|
Silver Oak Advisory Group
Portland,
Oregon
|
$2.23M
|
+$5.69K
|
+56
|
+0.3%
|
|
|
59
|
Frankly Finances
Winter Park,
Florida
|
$2.16M
|
+$2.16M
|
+21,268
|
New
|
|
|
60
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.14M
|
+$1.08M
|
+10,603
|
+101%
|
|
|
61
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$2.11M
|
+$60.8K
|
+599
|
+3%
|
|
|
62
|
HB Wealth Management
Atlanta,
Georgia
|
$2.07M
|
+$87.3K
|
+860
|
+4%
|
|
|
63
|
Eaton-Cambridge
Phoenix,
Arizona
|
$2.04M
|
+$677K
|
+6,662
|
+50%
|
|
|
64
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$2.02M
|
+$35.2K
|
+347
|
+2%
|
|
|
65
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$1.96M
|
+$588K
|
+5,792
|
+43%
|
|
|
66
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$1.93M
|
+$321K
|
+3,159
|
+20%
|
|
|
67
|
Passive Capital Management
Baltimore,
Maryland
|
$1.89M
|
+$146K
|
+1,433
|
+8%
|
|
|
68
|
Citadel Advisors
Miami,
Florida
|
$1.87M
|
+$200K
|
+1,968
|
+12%
|
|
|
69
|
Choate Investment Advisors
Boston,
Massachusetts
|
$1.81M
|
+$15.4K
|
+152
|
+0.9%
|
|
|
70
|
Modern Wealth Management
Lenexa,
Kansas
|
$1.77M
|
+$124K
|
+1,218
|
+7%
|
|
|
71
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$1.77M
|
–
|
–
|
–
|
|
|
72
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.72M
|
+$710K
|
+6,995
|
+70%
|
|
|
73
|
Farther Finance Advisors
San Francisco,
California
|
$1.66M
|
+$604K
|
+5,952
|
+58%
|
|
|
74
|
Brown Advisory
Baltimore,
Maryland
|
$1.64M
|
-$1.63M
|
-16,044
|
-50%
|
|
|
75
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.6M
|
+$273K
|
+2,693
|
+21%
|
|
