|
51
|
Bank of New York Mellon
New York
|
$633K
|
+$88.2K
|
+1,118
|
+16%
|
|
|
52
|
HB Wealth Management
Atlanta,
Georgia
|
$591K
|
–
|
–
|
–
|
|
|
53
|
Tarbox Family Office
Newport Beach,
California
|
$539K
|
+$99.9K
|
+1,266
|
+23%
|
|
|
54
|
Signature Resources Capital Management
Newport Beach,
California
|
$518K
|
+$789
|
+10
|
+0.2%
|
|
|
55
|
Tortoise Investment Management
White Plains,
New York
|
$485K
|
–
|
–
|
–
|
|
|
56
|
Plancorp LLC
Saint Louis,
Missouri
|
$466K
|
–
|
–
|
–
|
|
|
57
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$455K
|
+$947
|
+12
|
+0.2%
|
|
|
58
|
Kestra Advisory Services
Austin,
Texas
|
$453K
|
+$96.2K
|
+1,219
|
+27%
|
|
|
59
|
FMB Wealth Management
Westlake Village,
California
|
$442K
|
–
|
–
|
–
|
|
|
60
|
TCI Wealth Advisors
Tucson,
Arizona
|
$420K
|
-$28.9K
|
-366
|
-7%
|
|
|
61
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$411K
|
+$76.2K
|
+966
|
+23%
|
|
|
62
|
Torren Management
San Diego,
California
|
$398K
|
+$394
|
+5
|
+0.1%
|
|
|
63
|
Passive Capital Management
Baltimore,
Maryland
|
$385K
|
+$409K
|
+5,190
|
New
|
|
|
64
|
Verus Wealth Management
De Pere,
Wisconsin
|
$383K
|
-$39.8K
|
-505
|
-10%
|
|
|
65
|
Pathstone Holdings
Englewood,
New Jersey
|
$379K
|
–
|
–
|
–
|
|
|
66
|
Red Lighthouse Investment Management
New York
|
$371K
|
+$19K
|
+241
|
+5%
|
|
|
67
|
GTS Financial
Bloomington,
Minnesota
|
$353K
|
-$46.9K
|
-595
|
-10%
|
|
|
68
|
Evanson Financial
Mclean,
Virginia
|
$330K
|
+$326K
|
+4,132
|
New
|
|
|
69
|
Pacific Asset Management
Gig Harbor,
Washington
|
$309K
|
-$1.81K
|
-23
|
-0.6%
|
|
|
70
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$297K
|
+$3.94K
|
+50
|
+1%
|
|
|
71
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$275K
|
–
|
–
|
–
|
|
|
72
|
Axxcess Wealth Management
Carlsbad,
California
|
$260K
|
+$257K
|
+3,260
|
New
|
|
|
73
|
Professional Financial Solutions
Falls Chruch,
Virginia
|
$257K
|
+$158
|
+2
|
+0.1%
|
|
|
74
|
Goepper Burkhardt
Greenville,
South Carolina
|
$248K
|
+$13.8K
|
+175
|
+6%
|
|
|
75
|
Addison Advisors
Middlebury,
Vermont
|
$242K
|
–
|
–
|
–
|
|
