|
26
|
PrairieView Partners
St. Paul,
Minnesota
|
$821K
|
-$38.8K
|
-609
|
-5%
|
|
|
27
|
Mariner
Overland Park,
Kansas
|
$703K
|
-$74K
|
-1,162
|
-10%
|
|
|
28
|
Journey Strategic Wealth
Summit,
New Jersey
|
$700K
|
-$54.7K
|
-859
|
-8%
|
|
|
29
|
Truist Financial
Charlotte,
North Carolina
|
$677K
|
+$226K
|
+3,545
|
+55%
|
|
|
30
|
HB Wealth Management
Atlanta,
Georgia
|
$648K
|
-$9.93K
|
-156
|
-2%
|
|
|
31
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$629K
|
–
|
–
|
–
|
|
|
32
|
Bridgewater Advisors
New York
|
$610K
|
+$130K
|
+2,044
|
+29%
|
|
|
33
|
Steward Partners Investment Advisory
New York
|
$450K
|
+$424K
|
+6,656
|
New
|
|
|
34
|
Tortoise Investment Management
White Plains,
New York
|
$410K
|
–
|
–
|
–
|
|
|
35
|
Plancorp LLC
Saint Louis,
Missouri
|
$395K
|
–
|
–
|
–
|
|
|
36
|
TCI Wealth Advisors
Tucson,
Arizona
|
$392K
|
-$67.6K
|
-1,062
|
-15%
|
|
|
37
|
FMB Wealth Management
Westlake Village,
California
|
$374K
|
+$352K
|
+5,529
|
New
|
|
|
38
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$372K
|
+$52.3K
|
+821
|
+17%
|
|
|
39
|
Tarbox Family Office
Newport Beach,
California
|
$370K
|
–
|
–
|
–
|
|
|
40
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$334K
|
+$160K
|
+2,507
|
+103%
|
|
|
41
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$330K
|
–
|
–
|
–
|
|
|
42
|
Pathstone Holdings
Englewood,
New Jersey
|
$321K
|
+$302K
|
+4,747
|
New
|
|
|
43
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$286K
|
–
|
–
|
–
|
|
|
44
|
Mercer Global Advisors
Denver,
Colorado
|
$282K
|
+$266K
|
+4,176
|
New
|
|
|
45
|
Evanson Asset Management
Carmel,
California
|
$275K
|
+$4.39K
|
+69
|
+2%
|
|
|
46
|
Pacific Asset Management
Gig Harbor,
Washington
|
$268K
|
+$4.27K
|
+67
|
+2%
|
|
|
47
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$245K
|
+$3.82K
|
+60
|
+2%
|
|
|
48
|
Austin Asset Management
Austin,
Texas
|
$235K
|
–
|
–
|
–
|
|
|
49
|
|
$229K
|
-$206K
|
-3,239
|
-49%
|
|
|
50
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$229K
|
+$216K
|
+3,390
|
New
|
|
