|
51
|
Insight Wealth Partners
Plano,
Texas
|
$608K
|
+$42.5K
|
+789
|
+7%
|
|
|
52
|
Cardiff Park Advisors
Carlsbad,
California
|
$579K
|
+$10.7K
|
+199
|
+2%
|
|
|
53
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$554K
|
-$32.2K
|
-598
|
-5%
|
|
|
54
|
Evanson Asset Management
Carmel,
California
|
$550K
|
+$23.1K
|
+428
|
+4%
|
|
|
55
|
Stone Summit Wealth
Miami,
Florida
|
$543K
|
-$6.04K
|
-112
|
-1%
|
|
|
56
|
SOL Capital Management
Rockville,
Maryland
|
$532K
|
-$539
|
-10
|
-0.1%
|
|
|
57
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$519K
|
+$87.1K
|
+1,616
|
+20%
|
|
|
58
|
Envestnet Asset Management
Chicago,
Illinois
|
$507K
|
+$31.5K
|
+585
|
+6%
|
|
|
59
|
TFB Advisors
Overland Park,
Kansas
|
$505K
|
-$970
|
-18
|
-0.2%
|
|
|
60
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$497K
|
+$301K
|
+5,581
|
+144%
|
|
|
61
|
Fox Hill Wealth Management
Dedham,
Massachusetts
|
$495K
|
-$97.4K
|
-1,807
|
-16%
|
|
|
62
|
Prosperity Planning
Kansas City,
Missouri
|
$444K
|
+$457K
|
+8,476
|
New
|
|
|
63
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$412K
|
+$809
|
+15
|
+0.2%
|
|
|
64
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$365K
|
–
|
–
|
–
|
|
|
65
|
Keel Point
Huntsville,
Alabama
|
$346K
|
+$2.43K
|
+45
|
+0.7%
|
|
|
66
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$345K
|
+$117K
|
+2,176
|
+49%
|
|
|
67
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$338K
|
-$13.3K
|
-246
|
-4%
|
|
|
68
|
Emprise Bank
Wichita,
Kansas
|
$303K
|
-$15.1K
|
-280
|
-5%
|
|
|
69
|
Linscomb Wealth
Houston,
Texas
|
$269K
|
+$276K
|
+5,128
|
New
|
|
|
70
|
Brighton Jones LLC
Seattle,
Washington
|
$260K
|
–
|
–
|
–
|
|
|
71
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$243K
|
–
|
–
|
–
|
|
|
72
|
Private Trust Company
Cleveland,
Ohio
|
$242K
|
+$120K
|
+2,230
|
+94%
|
|
|
73
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$241K
|
+$27K
|
+500
|
+12%
|
|
|
74
|
Osaic Holdings
Scottsdale,
Arizona
|
$241K
|
+$377
|
+7
|
+0.2%
|
|
|
75
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$239K
|
+$431
|
+8
|
+0.2%
|
|
