|
51
|
Bayshore Asset Management
Coral Gables,
Florida
|
$1.65M
|
+$36.3K
|
+699
|
+2%
|
|
|
52
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.65M
|
–
|
–
|
–
|
|
|
53
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$1.63M
|
+$1.41M
|
+27,081
|
New
|
|
|
54
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.6M
|
+$1.43M
|
+27,610
|
+730%
|
|
|
55
|
Altiora Financial Group
Lebanon,
Ohio
|
$1.59M
|
-$733K
|
-14,115
|
-31%
|
|
|
56
|
Savant Capital
Rockford,
Illinois
|
$1.5M
|
+$1.52M
|
+29,271
|
New
|
|
|
57
|
Bank of America
Charlotte,
North Carolina
|
$1.49M
|
+$1.52M
|
+29,238
|
New
|
|
|
58
|
Mattern Wealth Management
Lawrence,
Kansas
|
$1.42M
|
-$77.9K
|
-1,500
|
-5%
|
|
|
59
|
Greenspring Advisors
Towson,
Maryland
|
$1.36M
|
+$99.9K
|
+1,925
|
+8%
|
|
|
60
|
Wealth Architects
Mountain View,
California
|
$1.33M
|
–
|
–
|
–
|
|
|
61
|
Signet Financial Management
Parsippany,
New Jersey
|
$1.29M
|
+$1.31M
|
+25,252
|
New
|
|
|
62
|
SC&H Financial Advisors
Sparks,
Maryland
|
$1.18M
|
+$6.8K
|
+131
|
+0.6%
|
|
|
63
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.17M
|
+$1.19M
|
+22,937
|
New
|
|
|
64
|
Northwest Wealth Management
Spencer,
Iowa
|
$1.17M
|
+$165K
|
+3,184
|
+16%
|
|
|
65
|
Equitable Holdings
New York
|
$1.14M
|
-$9.86K
|
-190
|
-0.8%
|
|
|
66
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$975K
|
+$16.7K
|
+321
|
+2%
|
|
|
67
|
Tortoise Investment Management
White Plains,
New York
|
$860K
|
+$215K
|
+4,140
|
+33%
|
|
|
68
|
UBS Group
Zurich,
Switzerland
|
$857K
|
+$244K
|
+4,694
|
+39%
|
|
|
69
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$807K
|
+$820K
|
+15,792
|
New
|
|
|
70
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$807K
|
+$820K
|
+15,792
|
New
|
|
|
71
|
Elevation Wealth Partners
Santa Rosa,
California
|
$799K
|
+$812K
|
+15,637
|
New
|
|
|
72
|
|
$792K
|
-$1.69M
|
-32,597
|
-68%
|
|
|
73
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$753K
|
+$20.6K
|
+397
|
+3%
|
|
|
74
|
Cypress Point Wealth Management
Dallas,
Texas
|
$734K
|
+$288K
|
+5,540
|
+63%
|
|
|
75
|
Tillman Hartley LLC
Denver,
Colorado
|
$715K
|
+$4.83K
|
+93
|
+0.7%
|
|
