|
51
|
TCI Wealth Advisors
Tucson,
Arizona
|
$344K
|
–
|
–
|
–
|
|
|
52
|
Pacific Asset Management
Gig Harbor,
Washington
|
$337K
|
+$890
|
+14
|
+0.3%
|
|
|
53
|
Team Hewins
Redwood City,
California
|
$328K
|
+$304K
|
+4,785
|
New
|
|
|
54
|
Axxcess Wealth Management
Carlsbad,
California
|
$323K
|
+$318
|
+5
|
+0.1%
|
|
|
55
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$288K
|
-$771K
|
-12,134
|
-74%
|
|
|
56
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$282K
|
+$11.1K
|
+175
|
+4%
|
|
|
57
|
|
$279K
|
-$77.3K
|
-1,216
|
-23%
|
|
|
58
|
Correct Capital Wealth Management
Clayton,
Missouri
|
$267K
|
–
|
–
|
–
|
|
|
59
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$228K
|
–
|
–
|
–
|
|
|
60
|
Red Lighthouse Investment Management
New York
|
$171K
|
+$10.1K
|
+159
|
+7%
|
|
|
61
|
Curio Wealth
Annapolis,
Maryland
|
$149K
|
+$138K
|
+2,169
|
+43,380%
|
|
|
62
|
Parkworth Wealth Management
Los Gatos,
California
|
$148K
|
+$381
|
+6
|
+0.3%
|
|
|
63
|
True Wealth Design
Akron,
Ohio
|
$141K
|
+$23.8K
|
+374
|
+22%
|
|
|
64
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$106K
|
–
|
–
|
–
|
|
|
65
|
Osaic Holdings
Scottsdale,
Arizona
|
$95.1K
|
+$27.1K
|
+426
|
+44%
|
|
|
66
|
Asset Dedication LLC
San Francisco,
California
|
$90.6K
|
+$34.6K
|
+544
|
+70%
|
|
|
67
|
Elevation Wealth Partners
Santa Rosa,
California
|
$67.5K
|
+$191
|
+3
|
+0.3%
|
|
|
68
|
Signature Resources Capital Management
Newport Beach,
California
|
$65.8K
|
–
|
–
|
–
|
|
|
69
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$64.1K
|
-$43.9K
|
-691
|
-43%
|
|
|
70
|
WealthCollab
Bellevue,
Washington
|
$58.9K
|
–
|
–
|
–
|
|
|
71
|
Fort Vancouver Investment Management
Vancouver,
Washington
|
$41.6K
|
+$14.7K
|
+232
|
+62%
|
|
|
72
|
Raymond James Financial
St Petersburg,
Florida
|
–
|
-$6.49M
|
-104,070
|
Closed
|
|
|
73
|
Citadel Advisors
Miami,
Florida
|
–
|
-$922K
|
-14,783
|
Closed
|
|
|
74
|
|
–
|
-$468K
|
-7,512
|
Closed
|
|
|
75
|
Perigon Wealth Management
San Francisco,
California
|
–
|
-$270K
|
-4,325
|
Closed
|
|
