|
51
|
IEQ Capital
Foster City,
California
|
$232万
|
+$18.8万
|
+6,830
|
+9%
|
|
|
52
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$220万
|
+$1,103
|
+40
|
+0.1%
|
|
|
53
|
Apella Capital
West Hartford,
Connecticut
|
$218万
|
–
|
–
|
–
|
|
|
54
|
Integrity Wealth Solutions
Denver,
Colorado
|
$209万
|
–
|
–
|
–
|
|
|
55
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$175万
|
–
|
–
|
–
|
|
|
56
|
Waterfront Wealth
Overland Park,
Kansas
|
$160万
|
–
|
–
|
–
|
|
|
57
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$155万
|
–
|
–
|
–
|
|
|
58
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$153万
|
–
|
–
|
–
|
|
|
59
|
UMB Bank
Kansas City,
Missouri
|
$144万
|
-$73.6万
|
-26,697
|
-35%
|
|
|
60
|
Ballentine Partners
Waltham,
Massachusetts
|
$144万
|
–
|
–
|
–
|
|
|
61
|
Krilogy Financial
St. Louis,
Missouri
|
$141万
|
+$13.5万
|
+4,880
|
+11%
|
|
|
62
|
Osaic Holdings
Scottsdale,
Arizona
|
$133万
|
+$110万
|
+39,940
|
+692%
|
|
|
63
|
Belleair Asset Management
Belleair Bluffs,
Florida
|
$127万
|
-$2.43万
|
-881
|
-2%
|
|
|
64
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$124万
|
-$8,464
|
-307
|
-0.7%
|
|
|
65
|
RF&L Wealth Management
Acton,
Massachusetts
|
$122万
|
-$4.77万
|
-1,730
|
-4%
|
|
|
66
|
Daytona Street Capital
Saint Louis,
Missouri
|
$108万
|
–
|
–
|
–
|
|
|
67
|
Savant Capital
Rockford,
Illinois
|
$104万
|
-$8.71万
|
-3,159
|
-8%
|
|
|
68
|
E-Wealth Partners
Minnetonka,
Minnesota
|
$100万
|
-$13.6万
|
-4,928
|
-13%
|
|
|
69
|
Cresset Asset Management
Chicago,
Illinois
|
$99.4万
|
–
|
–
|
–
|
|
|
70
|
Symmetry Partners
Glastonbury,
Connecticut
|
$99.3万
|
-$9.5万
|
-3,452
|
-9%
|
|
|
71
|
Creative Planning
Overland Park,
Kansas
|
$93.7万
|
–
|
–
|
–
|
|
|
72
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$89.1万
|
-$2.9万
|
-1,051
|
-3%
|
|
|
73
|
Choreo LLC
Rockford,
Illinois
|
$79.3万
|
-$3.33万
|
-1,209
|
-4%
|
|
|
74
|
Fiduciary Trust
Boston,
Massachusetts
|
$78.1万
|
–
|
–
|
–
|
|
|
75
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$76.4万
|
+$9.06万
|
+3,285
|
+12%
|
|
