|
51
|
Rockefeller Capital Management
New York
|
$2.32M
|
+$274K
|
+4,960
|
+14%
|
|
|
52
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$2.29M
|
-$166K
|
-3,008
|
-7%
|
|
|
53
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$2.13M
|
+$438K
|
+7,941
|
+27%
|
|
|
54
|
CoreCap Advisors
Southfield,
Michigan
|
$2.07M
|
+$189K
|
+3,420
|
+10%
|
|
|
55
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$1.97M
|
+$75.5K
|
+1,369
|
+4%
|
|
|
56
|
Ariadne Wealth Management
Santa Barbara,
California
|
$1.84M
|
-$105K
|
-1,899
|
-5%
|
|
|
57
|
Cardiff Park Advisors
Carlsbad,
California
|
$1.77M
|
–
|
–
|
–
|
|
|
58
|
HB Wealth Management
Atlanta,
Georgia
|
$1.69M
|
+$26.6K
|
+483
|
+2%
|
|
|
59
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.68M
|
–
|
–
|
–
|
|
|
60
|
Raymond James Financial
St Petersburg,
Florida
|
$1.62M
|
-$414K
|
-7,509
|
-21%
|
|
|
61
|
Burk Holdings
Tulsa,
Oklahoma
|
$1.59M
|
-$63.2K
|
-1,146
|
-4%
|
|
|
62
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$1.58M
|
-$12.1K
|
-219
|
-0.8%
|
|
|
63
|
Tillman Hartley LLC
Denver,
Colorado
|
$1.58M
|
+$185K
|
+3,353
|
+14%
|
|
|
64
|
Mendota Financial Group
Madison,
Wisconsin
|
$1.54M
|
+$451K
|
+8,173
|
+44%
|
|
|
65
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$1.42M
|
+$38.6K
|
+699
|
+3%
|
|
|
66
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$1.36M
|
-$3.53K
|
-64
|
-0.3%
|
|
|
67
|
Maia Wealth
Denver,
Colorado
|
$1.35M
|
+$151K
|
+2,735
|
+13%
|
|
|
68
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$1.31M
|
+$1.26M
|
+22,820
|
New
|
|
|
69
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.3M
|
-$5.55M
|
-100,551
|
-82%
|
|
|
70
|
Dixon Fnancial Services
Lafayette,
California
|
$1.28M
|
–
|
–
|
–
|
|
|
71
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$1.27M
|
-$4.08K
|
-74
|
-0.3%
|
|
|
72
|
Atlas Wealth
Cincinnati,
Ohio
|
$1.23M
|
+$607
|
+11
|
+0.1%
|
|
|
73
|
Ruedi Wealth Management
Champaign,
Illinois
|
$1.13M
|
+$2.81K
|
+51
|
+0.3%
|
|
|
74
|
Wells Fargo
San Francisco,
California
|
$1.13M
|
+$121K
|
+2,191
|
+13%
|
|
|
75
|
Kestra Advisory Services
Austin,
Texas
|
$1.12M
|
+$143K
|
+2,590
|
+15%
|
|
