|
51
|
Cambridge Associates
Boston,
Massachusetts
|
$538K
|
+$514K
|
+10,284
|
New
|
|
|
52
|
Kestra Advisory Services
Austin,
Texas
|
$533K
|
+$284K
|
+5,681
|
+126%
|
|
|
53
|
|
$515K
|
+$492K
|
+9,839
|
New
|
|
|
54
|
B&D White Capital Company
Lakeway,
Texas
|
$514K
|
-$3.96M
|
-79,297
|
-89%
|
|
|
55
|
Zhang Financial
Portage,
Michigan
|
$504K
|
+$80.4K
|
+1,608
|
+20%
|
|
|
56
|
Two Sigma Investments
New York
|
$456K
|
+$435K
|
+8,700
|
New
|
|
|
57
|
Caprock Group
Boise,
Idaho
|
$453K
|
+$6.95K
|
+139
|
+2%
|
|
|
58
|
Evanson Asset Management
Carmel,
California
|
$411K
|
+$393K
|
+7,855
|
New
|
|
|
59
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$397K
|
+$380K
|
+7,591
|
New
|
|
|
60
|
Creative Planning
Overland Park,
Kansas
|
$392K
|
-$175K
|
-3,499
|
-32%
|
|
|
61
|
Corient Private Wealth
Miami,
Florida
|
$364K
|
-$8.02M
|
-160,309
|
-96%
|
|
|
62
|
Lion Street Advisors
Austin,
Texas
|
$285K
|
–
|
–
|
–
|
|
|
63
|
Bank of New York Mellon
New York
|
$278K
|
+$265K
|
+5,309
|
New
|
|
|
64
|
Index Fund Advisors
Irvine,
California
|
$271K
|
+$16.4K
|
+327
|
+7%
|
|
|
65
|
GEM Asset Management
Plymouth,
Michigan
|
$256K
|
+$400
|
+8
|
+0.2%
|
|
|
66
|
Arista Wealth Management
Las Vegas,
Nevada
|
$225K
|
–
|
–
|
–
|
|
|
67
|
Mattern Wealth Management
Lawrence,
Kansas
|
$221K
|
+$550
|
+11
|
+0.3%
|
|
|
68
|
EnRich Financial Partners
Madison,
Wisconsin
|
$215K
|
-$9.65K
|
-193
|
-4%
|
|
|
69
|
West Paces Advisors
Atlanta,
Georgia
|
$157K
|
+$150K
|
+3,000
|
New
|
|
|
70
|
Ruedi Wealth Management
Champaign,
Illinois
|
$154K
|
–
|
–
|
–
|
|
|
71
|
Bank of America
Charlotte,
North Carolina
|
$147K
|
+$118K
|
+2,361
|
+525%
|
|
|
72
|
Harbour Investments
Madison,
Wisconsin
|
$132K
|
-$2.7K
|
-54
|
-2%
|
|
|
73
|
Morling Financial Advisors
Fremont,
California
|
$117K
|
+$111K
|
+2,227
|
New
|
|
|
74
|
Cardiff Park Advisors
Carlsbad,
California
|
$109K
|
–
|
–
|
–
|
|
|
75
|
Steward Partners Investment Advisory
New York
|
$96.9K
|
–
|
–
|
–
|
|
