|
26
|
Plancorp LLC
Saint Louis,
Missouri
|
$332K
|
–
|
–
|
–
|
|
|
27
|
Tarbox Family Office
Newport Beach,
California
|
$281K
|
+$8.59K
|
+158
|
+3%
|
|
|
28
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$280K
|
–
|
–
|
–
|
|
|
29
|
Passive Capital Management
Baltimore,
Maryland
|
$275K
|
–
|
–
|
–
|
|
|
30
|
WealthShield Partners
Cary,
North Carolina
|
$270K
|
+$54.4K
|
+1,000
|
+27%
|
|
|
31
|
Tortoise Investment Management
White Plains,
New York
|
$256K
|
–
|
–
|
–
|
|
|
32
|
Journey Strategic Wealth
Summit,
New Jersey
|
$253K
|
+$242K
|
+4,448
|
New
|
|
|
33
|
Envestnet Asset Management
Chicago,
Illinois
|
$236K
|
+$226K
|
+4,150
|
New
|
|
|
34
|
Truist Financial
Charlotte,
North Carolina
|
$233K
|
+$226K
|
+4,150
|
New
|
|
|
35
|
Evanson Asset Management
Carmel,
California
|
$221K
|
–
|
–
|
–
|
|
|
36
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$200K
|
–
|
–
|
–
|
|
|
37
|
Orion Capital Management
Coronado,
California
|
$155K
|
+$4.19K
|
+77
|
+3%
|
|
|
38
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$142K
|
+$136K
|
+2,494
|
New
|
|
|
39
|
Red Lighthouse Investment Management
New York
|
$86.1K
|
+$25.4K
|
+467
|
+45%
|
|
|
40
|
Osaic Holdings
Scottsdale,
Arizona
|
$42K
|
–
|
–
|
–
|
|
|
41
|
WealthCollab
Bellevue,
Washington
|
$35.9K
|
–
|
–
|
–
|
|
|
42
|
Asset Dedication LLC
San Francisco,
California
|
$29K
|
–
|
–
|
–
|
|
|
43
|
Signature Resources Capital Management
Newport Beach,
California
|
$26.1K
|
–
|
–
|
–
|
|
|
44
|
Elevation Wealth Partners
Santa Rosa,
California
|
$25.4K
|
+$218
|
+4
|
+0.9%
|
|
|
45
|
True Wealth Design
Akron,
Ohio
|
$8.14K
|
+$7.78K
|
+143
|
New
|
|
|
46
|
UBS Group
Zurich,
Switzerland
|
$6.49K
|
+$6.2K
|
+114
|
New
|
|
|
47
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$2.11K
|
+$2.01K
|
+37
|
New
|
|
|
48
|
Fidelity Investments
Boston,
Massachusetts
|
$57
|
+$54
|
+1
|
New
|
|
|
49
|
Citadel Advisors
Miami,
Florida
|
–
|
-$3.15M
|
-58,385
|
Closed
|
|
|
50
|
Annapolis Financial Services
Annapolis,
Maryland
|
–
|
-$9.54K
|
-177
|
Closed
|
|
