|
26
|
Burton Enright Welch
Walnut Creek,
California
|
$655K
|
–
|
–
|
–
|
|
|
27
|
LexAurum Advisors
Overland Park,
Kansas
|
$654K
|
+$354K
|
+5,629
|
+128%
|
|
|
28
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$652K
|
+$71.6K
|
+1,137
|
+13%
|
|
|
29
|
Envestnet Asset Management
Chicago,
Illinois
|
$632K
|
–
|
–
|
–
|
|
|
30
|
Truist Financial
Charlotte,
North Carolina
|
$632K
|
–
|
–
|
–
|
|
|
31
|
Financial Advisors
Andover,
Massachusetts
|
$627K
|
+$604K
|
+9,600
|
New
|
|
|
32
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$576K
|
-$159K
|
-2,527
|
-22%
|
|
|
33
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$564K
|
+$944
|
+15
|
+0.2%
|
|
|
34
|
Orion Capital Management
Coronado,
California
|
$538K
|
–
|
–
|
–
|
|
|
35
|
FMB Wealth Management
Westlake Village,
California
|
$392K
|
–
|
–
|
–
|
|
|
36
|
ABLE Financial Group
Scottsdale,
Arizona
|
$385K
|
+$2.08K
|
+33
|
+0.6%
|
|
|
37
|
BFSG LLC
Irvine,
California
|
$378K
|
+$112K
|
+1,775
|
+44%
|
|
|
38
|
Plancorp LLC
Saint Louis,
Missouri
|
$343K
|
–
|
–
|
–
|
|
|
39
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$338K
|
+$755
|
+12
|
+0.2%
|
|
|
40
|
TCI Wealth Advisors
Tucson,
Arizona
|
$338K
|
–
|
–
|
–
|
|
|
41
|
Axxcess Wealth Management
Carlsbad,
California
|
$306K
|
+$63.4K
|
+1,007
|
+27%
|
|
|
42
|
Tortoise Investment Management
White Plains,
New York
|
$289K
|
+$32.7K
|
+520
|
+13%
|
|
|
43
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$257K
|
-$2.9K
|
-46
|
-1%
|
|
|
44
|
Correct Capital Wealth Management
Clayton,
Missouri
|
$254K
|
+$245K
|
+3,890
|
New
|
|
|
45
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$227K
|
+$219K
|
+3,472
|
New
|
|
|
46
|
Perigon Wealth Management
San Francisco,
California
|
$221K
|
+$213K
|
+3,390
|
New
|
|
|
47
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$215K
|
-$19.6K
|
-312
|
-9%
|
|
|
48
|
Red Lighthouse Investment Management
New York
|
$153K
|
–
|
–
|
–
|
|
|
49
|
Elevation Wealth Partners
Santa Rosa,
California
|
$63.6K
|
+$252
|
+4
|
+0.4%
|
|
|
50
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$61K
|
–
|
–
|
–
|
|
