|
26
|
Vestment Financial
Chanhassen,
Minnesota
|
$990K
|
+$47K
|
+679
|
+5%
|
|
|
27
|
Team Hewins
Redwood City,
California
|
$893K
|
-$15.3K
|
-221
|
-2%
|
|
|
28
|
Opes Wealth Management
Menlo Park,
California
|
$876K
|
-$97.9K
|
-1,415
|
-10%
|
|
|
29
|
Envestnet Asset Management
Chicago,
Illinois
|
$840K
|
-$177K
|
-2,558
|
-18%
|
|
|
30
|
Truist Financial
Charlotte,
North Carolina
|
$788K
|
+$68.4K
|
+989
|
+10%
|
|
|
31
|
Journey Strategic Wealth
Summit,
New Jersey
|
$785K
|
+$41.4K
|
+598
|
+6%
|
|
|
32
|
Mariner
Overland Park,
Kansas
|
$744K
|
-$415
|
-6
|
-0.1%
|
|
|
33
|
Calton & Associates
Tampa,
Florida
|
$732K
|
+$708K
|
+10,226
|
New
|
|
|
34
|
HB Wealth Management
Atlanta,
Georgia
|
$687K
|
–
|
–
|
–
|
|
|
35
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$666K
|
–
|
–
|
–
|
|
|
36
|
Bridgewater Advisors
New York
|
$663K
|
+$19K
|
+274
|
+3%
|
|
|
37
|
Steward Partners Investment Advisory
New York
|
$593K
|
+$113K
|
+1,630
|
+24%
|
|
|
38
|
Tortoise Investment Management
White Plains,
New York
|
$434K
|
–
|
–
|
–
|
|
|
39
|
Plancorp LLC
Saint Louis,
Missouri
|
$418K
|
–
|
–
|
–
|
|
|
40
|
TCI Wealth Advisors
Tucson,
Arizona
|
$409K
|
-$6.64K
|
-96
|
-2%
|
|
|
41
|
FMB Wealth Management
Westlake Village,
California
|
$396K
|
–
|
–
|
–
|
|
|
42
|
Tarbox Family Office
Newport Beach,
California
|
$392K
|
–
|
–
|
–
|
|
|
43
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$386K
|
+$373K
|
+5,390
|
New
|
|
|
44
|
Verus Wealth Management
De Pere,
Wisconsin
|
$379K
|
+$367K
|
+5,300
|
New
|
|
|
45
|
Passive Capital Management
Baltimore,
Maryland
|
$367K
|
+$355K
|
+5,136
|
New
|
|
|
46
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$350K
|
–
|
–
|
–
|
|
|
47
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$347K
|
-$6.44K
|
-93
|
-2%
|
|
|
48
|
Signature Resources Capital Management
Newport Beach,
California
|
$342K
|
+$290K
|
+4,194
|
+724%
|
|
|
49
|
Pathstone Holdings
Englewood,
New Jersey
|
$340K
|
–
|
–
|
–
|
|
|
50
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$303K
|
–
|
–
|
–
|
|
