|
51
|
Plancorp LLC
Saint Louis,
Missouri
|
$455K
|
–
|
–
|
–
|
|
|
52
|
Tortoise Investment Management
White Plains,
New York
|
$447K
|
–
|
–
|
–
|
|
|
53
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$419K
|
+$104K
|
+1,354
|
+31%
|
|
|
54
|
TCI Wealth Advisors
Tucson,
Arizona
|
$414K
|
-$6.92K
|
-90
|
-2%
|
|
|
55
|
FMB Wealth Management
Westlake Village,
California
|
$407K
|
–
|
–
|
–
|
|
|
56
|
Tarbox Family Office
Newport Beach,
California
|
$404K
|
-$154
|
-2
|
-0%
|
|
|
57
|
Verus Wealth Management
De Pere,
Wisconsin
|
$390K
|
–
|
–
|
–
|
|
|
58
|
Torren Management
San Diego,
California
|
$366K
|
-$16.8K
|
-219
|
-4%
|
|
|
59
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$353K
|
-$1.31K
|
-17
|
-0.4%
|
|
|
60
|
Pathstone Holdings
Englewood,
New Jersey
|
$350K
|
–
|
–
|
–
|
|
|
61
|
GTS Financial
Bloomington,
Minnesota
|
$350K
|
+$448K
|
+5,827
|
New
|
|
|
62
|
Osaic Holdings
Scottsdale,
Arizona
|
$347K
|
+$330K
|
+4,296
|
+1,035%
|
|
|
63
|
Kestra Advisory Services
Austin,
Texas
|
$328K
|
+$266K
|
+3,457
|
+346%
|
|
|
64
|
Red Lighthouse Investment Management
New York
|
$325K
|
–
|
–
|
–
|
|
|
65
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$307K
|
-$19.1K
|
-248
|
-6%
|
|
|
66
|
Evanson Asset Management
Carmel,
California
|
$300K
|
+$307
|
+4
|
+0.1%
|
|
|
67
|
Pacific Asset Management
Gig Harbor,
Washington
|
$287K
|
-$3.84K
|
-50
|
-1%
|
|
|
68
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$270K
|
+$307
|
+4
|
+0.1%
|
|
|
69
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$254K
|
–
|
–
|
–
|
|
|
70
|
Professional Financial Solutions
Falls Chruch,
Virginia
|
$237K
|
-$7.46K
|
-97
|
-3%
|
|
|
71
|
Addison Advisors
Middlebury,
Vermont
|
$223K
|
–
|
–
|
–
|
|
|
72
|
|
$219K
|
+$231
|
+3
|
+0.1%
|
|
|
73
|
Goepper Burkhardt
Greenville,
South Carolina
|
$215K
|
+$9.61K
|
+125
|
+4%
|
|
|
74
|
Austin Asset Management
Austin,
Texas
|
$212K
|
-$46.1K
|
-600
|
-17%
|
|
|
75
|
EnRich Financial Partners
Madison,
Wisconsin
|
$208K
|
–
|
–
|
–
|
|
