|
51
|
|
$942K
|
+$55.6K
|
+1,186
|
+6%
|
|
|
52
|
Whittier Trust
South Pasadena,
California
|
$933K
|
–
|
–
|
–
|
|
|
53
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$925K
|
–
|
–
|
–
|
|
|
54
|
Envestnet Asset Management
Chicago,
Illinois
|
$919K
|
+$249K
|
+5,323
|
+36%
|
|
|
55
|
EP Wealth Advisors
Torrance,
California
|
$910K
|
-$316K
|
-6,740
|
-25%
|
|
|
56
|
Truist Financial
Charlotte,
North Carolina
|
$902K
|
-$1.83K
|
-39
|
-0.2%
|
|
|
57
|
Values Added Financial
Washington,
District of Columbia
|
$895K
|
+$55.8K
|
+1,191
|
+6%
|
|
|
58
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$868K
|
+$8.99K
|
+192
|
+1%
|
|
|
59
|
NorthRock Partners
Minneapolis,
Minnesota
|
$863K
|
+$163K
|
+3,475
|
+22%
|
|
|
60
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$806K
|
-$73.4K
|
-1,568
|
-8%
|
|
|
61
|
MGO One Seven
Beachwood,
Ohio
|
$805K
|
-$20.1K
|
-430
|
-2%
|
|
|
62
|
Focus Partners Wealth
Boston,
Massachusetts
|
$729K
|
+$19.9K
|
+424
|
+3%
|
|
|
63
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$720K
|
-$17.8K
|
-381
|
-2%
|
|
|
64
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$718K
|
+$16.7K
|
+356
|
+2%
|
|
|
65
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$668K
|
+$264K
|
+5,629
|
+62%
|
|
|
66
|
Beta Wealth Group
San Diego,
California
|
$624K
|
-$16.5K
|
-353
|
-3%
|
|
|
67
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$623K
|
+$111K
|
+2,361
|
+21%
|
|
|
68
|
RVW Wealth
Los Angeles,
California
|
$621K
|
–
|
–
|
–
|
|
|
69
|
Portland Global Advisors
Portland,
Maine
|
$619K
|
-$32.8K
|
-700
|
-5%
|
|
|
70
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$597K
|
+$48.9K
|
+1,044
|
+9%
|
|
|
71
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$569K
|
+$75.9K
|
+1,621
|
+15%
|
|
|
72
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$565K
|
+$25K
|
+533
|
+4%
|
|
|
73
|
Magnus Financial Group
New York
|
$558K
|
-$9.18K
|
-196
|
-2%
|
|
|
74
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$530K
|
-$273K
|
-5,818
|
-33%
|
|
|
75
|
Davenport & Co
Richmond,
Virginia
|
$526K
|
–
|
–
|
–
|
|
