|
51
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$1.5M
|
–
|
–
|
–
|
|
|
52
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$1.5M
|
-$1.62M
|
-29,376
|
-53%
|
|
|
53
|
Tillman Hartley LLC
Denver,
Colorado
|
$1.4M
|
+$130K
|
+2,350
|
+11%
|
|
|
54
|
Dixon Fnancial Services
Lafayette,
California
|
$1.23M
|
–
|
–
|
–
|
|
|
55
|
LRI Investments
Palm Beach Gardens,
Florida
|
$1.19M
|
+$1.16M
|
+20,908
|
New
|
|
|
56
|
UMB Bank
Kansas City,
Missouri
|
$1.18M
|
+$187K
|
+3,381
|
+19%
|
|
|
57
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$1.18M
|
+$173K
|
+3,126
|
+18%
|
|
|
58
|
Meredith Wealth Planning
Maryville,
Illinois
|
$1.16M
|
+$22.5K
|
+406
|
+2%
|
|
|
59
|
Pacific Asset Management
Gig Harbor,
Washington
|
$1.11M
|
–
|
–
|
–
|
|
|
60
|
LAM Group
Lake Oswego,
Oregon
|
$1.06M
|
-$2.49K
|
-45
|
-0.2%
|
|
|
61
|
Pathstone Holdings
Englewood,
New Jersey
|
$888K
|
–
|
–
|
–
|
|
|
62
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$860K
|
+$27K
|
+488
|
+3%
|
|
|
63
|
Evanson Asset Management
Carmel,
California
|
$858K
|
+$23.8K
|
+430
|
+3%
|
|
|
64
|
Astra Wealth Partners
Jersey City,
New Jersey
|
$845K
|
–
|
–
|
–
|
|
|
65
|
Verus Financial Partners
Richmond,
Virginia
|
$758K
|
–
|
–
|
–
|
|
|
66
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$735K
|
–
|
–
|
–
|
|
|
67
|
Cresset Asset Management
Chicago,
Illinois
|
$721K
|
–
|
–
|
–
|
|
|
68
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$677K
|
–
|
–
|
–
|
|
|
69
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$648K
|
-$9.95K
|
-180
|
-2%
|
|
|
70
|
Insight Wealth Partners
Plano,
Texas
|
$612K
|
-$14.6K
|
-264
|
-2%
|
|
|
71
|
Cardiff Park Advisors
Carlsbad,
California
|
$608K
|
-$23.2K
|
-419
|
-4%
|
|
|
72
|
Stone Summit Wealth
Miami,
Florida
|
$599K
|
-$2.32K
|
-42
|
-0.4%
|
|
|
73
|
Harbor Group
Bedford,
New Hampshire
|
$546K
|
+$533K
|
+9,636
|
New
|
|
|
74
|
SOL Capital Management
Rockville,
Maryland
|
$525K
|
-$20.7K
|
-375
|
-4%
|
|
|
75
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$514K
|
+$502K
|
+9,075
|
New
|
|
