|
51
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$2.85M
|
+$480K
|
+7,465
|
+21%
|
|
|
52
|
Unison Advisors
Washington,
District of Columbia
|
$2.72M
|
-$799K
|
-12,439
|
-23%
|
|
|
53
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.68M
|
+$1.97M
|
+30,590
|
+295%
|
|
|
54
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.62M
|
-$479K
|
-7,458
|
-16%
|
|
|
55
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$2.52M
|
+$369K
|
+5,743
|
+17%
|
|
|
56
|
Avantax Advisory Services
Dallas,
Texas
|
$2.42M
|
+$280K
|
+4,360
|
+13%
|
|
|
57
|
Stokes Family Office
New Orleans,
Louisiana
|
$2.41M
|
-$710K
|
-11,048
|
-23%
|
|
|
58
|
Howe & Rusling
Rochester,
New York
|
$2.3M
|
+$1.01M
|
+15,674
|
+81%
|
|
|
59
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.98M
|
-$172K
|
-2,670
|
-8%
|
|
|
60
|
Tempus Wealth Planning
Irvine,
California
|
$1.98M
|
+$1.94M
|
+30,217
|
New
|
|
|
61
|
Financial Perspectives
Minneapolis,
Minnesota
|
$1.96M
|
+$836
|
+13
|
+0%
|
|
|
62
|
Arlington Partners
Birmingham,
Alabama
|
$1.92M
|
+$376K
|
+5,848
|
+25%
|
|
|
63
|
Dai-ichi Life Insurance Company
Tokyo,
Japan
|
$1.81M
|
+$160K
|
+2,485
|
+10%
|
|
|
64
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.8M
|
+$176K
|
+2,738
|
+11%
|
|
|
65
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$1.78M
|
+$1.75M
|
+27,243
|
New
|
|
|
66
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1.7M
|
+$1.67M
|
+26,000
|
New
|
|
|
67
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.66M
|
+$193
|
+3
|
+0%
|
|
|
68
|
Manning & Napier Group
Fairport,
New York
|
$1.62M
|
–
|
–
|
–
|
|
|
69
|
Meeder Asset Management
Dublin,
Ohio
|
$1.54M
|
+$409K
|
+6,361
|
+37%
|
|
|
70
|
BCS Wealth Management
Johnson City,
Tennessee
|
$1.52M
|
+$6.94K
|
+108
|
+0.5%
|
|
|
71
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.43M
|
+$214K
|
+3,330
|
+18%
|
|
|
72
|
New England Asset Management
Farmington,
Connecticut
|
$1.43M
|
–
|
–
|
–
|
|
|
73
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.42M
|
+$374K
|
+5,823
|
+37%
|
|
|
74
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$1.35M
|
+$133K
|
+2,068
|
+11%
|
|
|
75
|
Executive Wealth Management
Brighton,
Michigan
|
$1.33M
|
+$1.31M
|
+20,386
|
New
|
|
