|
51
|
EntreWealth
Austin,
Texas
|
$3.95M
|
+$376K
|
+5,740
|
+10%
|
|
|
52
|
Northland Capital Management
Virginia,
Minnesota
|
$3.88M
|
-$804K
|
-12,267
|
-17%
|
|
|
53
|
Citadel Advisors
Miami,
Florida
|
$3.66M
|
-$10.2M
|
-155,881
|
-74%
|
|
|
54
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$3.43M
|
+$3.43M
|
+52,320
|
New
|
|
|
55
|
Trailhead Planners
Edina,
Minnesota
|
$3.29M
|
-$334K
|
-5,098
|
-9%
|
|
|
56
|
Parkshore Wealth Management
Granite Bay,
California
|
$3.16M
|
-$204K
|
-3,108
|
-6%
|
|
|
57
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$3.06M
|
+$31.6K
|
+483
|
+1%
|
|
|
58
|
Creative Planning
Overland Park,
Kansas
|
$3.05M
|
-$31.8K
|
-485
|
-1%
|
|
|
59
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.93M
|
+$34.1K
|
+521
|
+1%
|
|
|
60
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.47M
|
+$406K
|
+6,194
|
+19%
|
|
|
61
|
Gibson Capital
Wexford,
Pennsylvania
|
$2.4M
|
-$1.25K
|
-19
|
-0.1%
|
|
|
62
|
Quantinno Capital Management
New York
|
$2.32M
|
+$463K
|
+7,060
|
+25%
|
|
|
63
|
AQR Capital Management
Greenwich,
Connecticut
|
$2.21M
|
+$87K
|
+1,328
|
+4%
|
|
|
64
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$2.16M
|
-$1.31K
|
-20
|
-0.1%
|
|
|
65
|
UMB Bank
Kansas City,
Missouri
|
$1.9M
|
-$91.7K
|
-1,399
|
-5%
|
|
|
66
|
Shufro Rose & Co
New York
|
$1.68M
|
+$37.5K
|
+572
|
+2%
|
|
|
67
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.65M
|
+$73.2K
|
+1,118
|
+5%
|
|
|
68
|
Mraz Amerine & Associates
Modesto,
California
|
$1.62M
|
+$497K
|
+7,586
|
+44%
|
|
|
69
|
Cypress Point Wealth Management
Dallas,
Texas
|
$1.55M
|
+$328
|
+5
|
+0%
|
|
|
70
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$1.51M
|
+$117K
|
+1,791
|
+8%
|
|
|
71
|
WorthPointe
La Jolla,
California
|
$1.5M
|
+$414K
|
+6,312
|
+38%
|
|
|
72
|
Kestra Advisory Services
Austin,
Texas
|
$1.46M
|
-$448K
|
-6,841
|
-24%
|
|
|
73
|
Freestone Capital Holdings
Seattle,
Washington
|
$1.43M
|
+$1.43M
|
+21,869
|
New
|
|
|
74
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1.38M
|
+$17K
|
+260
|
+1%
|
|
|
75
|
Asset Dedication LLC
San Francisco,
California
|
$1.34M
|
–
|
–
|
–
|
|
