|
26
|
HB Wealth Management
Atlanta,
Georgia
|
$585K
|
+$576K
|
+9,751
|
New
|
|
|
27
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$558K
|
-$125K
|
-2,115
|
-19%
|
|
|
28
|
Bridgewater Advisors
New York
|
$438K
|
+$412K
|
+6,977
|
New
|
|
|
29
|
TCI Wealth Advisors
Tucson,
Arizona
|
$412K
|
-$28.7K
|
-486
|
-7%
|
|
|
30
|
Envestnet Asset Management
Chicago,
Illinois
|
$412K
|
+$109K
|
+1,847
|
+37%
|
|
|
31
|
|
$398K
|
+$392K
|
+6,635
|
New
|
|
|
32
|
Truist Financial
Charlotte,
North Carolina
|
$389K
|
+$86.5K
|
+1,464
|
+29%
|
|
|
33
|
WealthShield Partners
Cary,
North Carolina
|
$372K
|
+$59.1K
|
+1,000
|
+19%
|
|
|
34
|
Tortoise Investment Management
White Plains,
New York
|
$364K
|
–
|
–
|
–
|
|
|
35
|
Plancorp LLC
Saint Louis,
Missouri
|
$350K
|
–
|
–
|
–
|
|
|
36
|
|
$350K
|
-$391K
|
-6,615
|
-53%
|
|
|
37
|
LPL Financial
San Diego,
California
|
$338K
|
+$333K
|
+5,630
|
New
|
|
|
38
|
Tarbox Family Office
Newport Beach,
California
|
$329K
|
-$1K
|
-17
|
-0.3%
|
|
|
39
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$293K
|
–
|
–
|
–
|
|
|
40
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$282K
|
+$277K
|
+4,693
|
New
|
|
|
41
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$254K
|
-$41.6K
|
-703
|
-14%
|
|
|
42
|
Evanson Asset Management
Carmel,
California
|
$240K
|
–
|
–
|
–
|
|
|
43
|
Pacific Asset Management
Gig Harbor,
Washington
|
$234K
|
–
|
–
|
–
|
|
|
44
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$214K
|
+$211K
|
+3,564
|
New
|
|
|
45
|
Austin Asset Management
Austin,
Texas
|
$209K
|
+$206K
|
+3,480
|
New
|
|
|
46
|
Addison Advisors
Middlebury,
Vermont
|
$182K
|
–
|
–
|
–
|
|
|
47
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$168K
|
–
|
–
|
–
|
|
|
48
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$146K
|
–
|
–
|
–
|
|
|
49
|
Orion Capital Management
Coronado,
California
|
$143K
|
-$23.5K
|
-398
|
-14%
|
|
|
50
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$107K
|
–
|
–
|
–
|
|
