|
51
|
TFO Wealth Partners
Maumee,
Ohio
|
$7.67M
|
+$33.9K
|
+603
|
+0.4%
|
|
|
52
|
KEB Asset Management
Springfield,
Illinois
|
$7.59M
|
-$88.6K
|
-1,573
|
-1%
|
|
|
53
|
CPWM LLC
Seattle,
Washington
|
$7.38M
|
+$57K
|
+1,012
|
+0.8%
|
|
|
54
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$7.11M
|
+$1.01K
|
+18
|
+0%
|
|
|
55
|
Aspiriant LLC
Los Angeles,
California
|
$6.78M
|
-$160K
|
-2,838
|
-2%
|
|
|
56
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$6.64M
|
+$6.67M
|
+118,472
|
New
|
|
|
57
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$6.56M
|
+$1.94M
|
+34,478
|
+42%
|
|
|
58
|
Mission Wealth Management
Santa Barbara,
California
|
$6.5M
|
+$3.39M
|
+60,272
|
+108%
|
|
|
59
|
Forum Financial Management
Lombard,
Illinois
|
$6.39M
|
-$42.7K
|
-758
|
-0.7%
|
|
|
60
|
Allworth Financial
Folsom,
California
|
$6.35M
|
-$37.9K
|
-673
|
-0.6%
|
|
|
61
|
Larson Financial Group
St Louis,
Missouri
|
$6.31M
|
+$177K
|
+3,149
|
+3%
|
|
|
62
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$6.14M
|
-$6.47K
|
-115
|
-0.1%
|
|
|
63
|
Mariner
Overland Park,
Kansas
|
$6.12M
|
+$4.36M
|
+77,529
|
+245%
|
|
|
64
|
Colorado Capital Management
Boulder,
Colorado
|
$5.84M
|
+$107K
|
+1,909
|
+2%
|
|
|
65
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$5.84M
|
-$289K
|
-5,129
|
-5%
|
|
|
66
|
Claris Advisors
St. Louis,
Missouri
|
$5.72M
|
-$20.9K
|
-372
|
-0.4%
|
|
|
67
|
United Capital Financial Advisors
Irving,
Texas
|
$5.71M
|
+$167K
|
+2,963
|
+3%
|
|
|
68
|
Andrews Lucia Wealth Management
Danville,
California
|
$5.64M
|
–
|
–
|
–
|
|
|
69
|
Avantax Advisory Services
Dallas,
Texas
|
$5.58M
|
+$4.95M
|
+87,897
|
+772%
|
|
|
70
|
Spinnaker Investment Group
Newport Beach,
California
|
$5.39M
|
+$637K
|
+11,313
|
+14%
|
|
|
71
|
Whittier Trust
South Pasadena,
California
|
$5.38M
|
–
|
–
|
–
|
|
|
72
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.16M
|
+$1.9M
|
+33,680
|
+58%
|
|
|
73
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$5.08M
|
+$697K
|
+12,388
|
+16%
|
|
|
74
|
Truist Financial
Charlotte,
North Carolina
|
$5.06M
|
-$428K
|
-7,599
|
-8%
|
|
|
75
|
RS Crum Inc
Newport Beach,
California
|
$4.96M
|
+$421K
|
+7,470
|
+9%
|
|
