|
51
|
UMB Bank
Kansas City,
Missouri
|
$1.93M
|
+$1.92M
|
+75,990
|
New
|
|
|
52
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$1.91M
|
-$19.5K
|
-770
|
-1%
|
|
|
53
|
IEQ Capital
Foster City,
California
|
$1.84M
|
–
|
–
|
–
|
|
|
54
|
Integrity Wealth Solutions
Denver,
Colorado
|
$1.81M
|
–
|
–
|
–
|
|
|
55
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$1.59M
|
-$9.73K
|
-385
|
-0.6%
|
|
|
56
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$1.45M
|
–
|
–
|
–
|
|
|
57
|
Waterfront Wealth
Overland Park,
Kansas
|
$1.4M
|
–
|
–
|
–
|
|
|
58
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.35M
|
-$15K
|
-592
|
-1%
|
|
|
59
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.25M
|
–
|
–
|
–
|
|
|
60
|
Independent Financial Group
San Diego,
California
|
$1.23M
|
+$714K
|
+28,229
|
+139%
|
|
|
61
|
Krilogy Financial
St. Louis,
Missouri
|
$1.16M
|
–
|
–
|
–
|
|
|
62
|
Belleair Asset Management
Belleair Bluffs,
Florida
|
$1.13M
|
+$99.3K
|
+3,926
|
+10%
|
|
|
63
|
RF&L Wealth Management
Acton,
Massachusetts
|
$1.1M
|
+$123K
|
+4,865
|
+13%
|
|
|
64
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$1.09M
|
-$507K
|
-20,056
|
-32%
|
|
|
65
|
E-Wealth Partners
Minnetonka,
Minnesota
|
$990K
|
-$85.4K
|
-3,376
|
-8%
|
|
|
66
|
Savant Capital
Rockford,
Illinois
|
$985K
|
–
|
–
|
–
|
|
|
67
|
Daytona Street Capital
Saint Louis,
Missouri
|
$955K
|
+$942K
|
+37,239
|
New
|
|
|
68
|
Symmetry Partners
Glastonbury,
Connecticut
|
$950K
|
-$32.3K
|
-1,279
|
-3%
|
|
|
69
|
Cresset Asset Management
Chicago,
Illinois
|
$864K
|
–
|
–
|
–
|
|
|
70
|
Creative Planning
Overland Park,
Kansas
|
$815K
|
-$8.29K
|
-328
|
-1%
|
|
|
71
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$801K
|
-$17.1K
|
-677
|
-2%
|
|
|
72
|
Choreo LLC
Rockford,
Illinois
|
$720K
|
+$718K
|
+28,389
|
New
|
|
|
73
|
Fiduciary Trust
Boston,
Massachusetts
|
$679K
|
–
|
–
|
–
|
|
|
74
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$625K
|
–
|
–
|
–
|
|
|
75
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$587K
|
–
|
–
|
–
|
|
