|
51
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$1.14M
|
+$136K
|
+2,746
|
+14%
|
|
|
52
|
Rockefeller Capital Management
New York
|
$1.13M
|
+$588K
|
+11,886
|
+122%
|
|
|
53
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.11M
|
+$53K
|
+1,071
|
+5%
|
|
|
54
|
|
$1.08M
|
-$1.53K
|
-31
|
-0.1%
|
|
|
55
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.08M
|
+$294K
|
+5,953
|
+40%
|
|
|
56
|
Private Advisor Group
Morristown,
New Jersey
|
$1.08M
|
-$60.3K
|
-1,219
|
-6%
|
|
|
57
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$1.07M
|
-$29.2K
|
-590
|
-3%
|
|
|
58
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$1.06M
|
–
|
–
|
–
|
|
|
59
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.06M
|
-$37.3K
|
-755
|
-4%
|
|
|
60
|
Values Added Financial
Washington,
District of Columbia
|
$1.05M
|
+$23.3K
|
+471
|
+2%
|
|
|
61
|
Whittier Trust
South Pasadena,
California
|
$1.05M
|
–
|
–
|
–
|
|
|
62
|
Wealth Advisory Team
Bellevue,
Kentucky
|
$1.04M
|
+$990K
|
+20,016
|
New
|
|
|
63
|
Truist Financial
Charlotte,
North Carolina
|
$1.02M
|
-$19.2K
|
-388
|
-2%
|
|
|
64
|
NorthRock Partners
Minneapolis,
Minnesota
|
$997K
|
+$4.5K
|
+91
|
+0.5%
|
|
|
65
|
MGO One Seven
Beachwood,
Ohio
|
$916K
|
-$9.54K
|
-193
|
-1%
|
|
|
66
|
Farther Finance Advisors
San Francisco,
California
|
$906K
|
+$423K
|
+8,562
|
+97%
|
|
|
67
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$881K
|
-$42.5K
|
-859
|
-5%
|
|
|
68
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$825K
|
–
|
–
|
–
|
|
|
69
|
Focus Partners Wealth
Boston,
Massachusetts
|
$817K
|
-$19.6K
|
-397
|
-2%
|
|
|
70
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$723K
|
-$99K
|
-2,003
|
-13%
|
|
|
71
|
Beta Wealth Group
San Diego,
California
|
$718K
|
+$1.19K
|
+24
|
+0.2%
|
|
|
72
|
RVW Wealth
Los Angeles,
California
|
$713K
|
-$1.53K
|
-31
|
-0.2%
|
|
|
73
|
Portland Global Advisors
Portland,
Maine
|
$706K
|
-$4.94K
|
-100
|
-0.7%
|
|
|
74
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$686K
|
–
|
–
|
–
|
|
|
75
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$646K
|
-$3.61K
|
-73
|
-0.6%
|
|
