|
51
|
Regions Financial Corp
Birmingham,
Alabama
|
$6.22M
|
+$6.21M
|
+140,062
|
New
|
|
|
52
|
Soundmark Wealth Management
Kirkland,
Washington
|
$6.03M
|
+$160K
|
+3,619
|
+3%
|
|
|
53
|
Dimensional Fund Advisors
Austin,
Texas
|
$5.37M
|
–
|
–
|
–
|
|
|
54
|
Managed Account Services
Coconut Grove,
Florida
|
$5.3M
|
-$298K
|
-6,721
|
-5%
|
|
|
55
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$5.21M
|
–
|
–
|
–
|
|
|
56
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$4.96M
|
+$21.6K
|
+488
|
+0.4%
|
|
|
57
|
Pure Financial Advisors
San Diego,
California
|
$4.85M
|
+$580K
|
+13,088
|
+14%
|
|
|
58
|
Gibson Capital
Wexford,
Pennsylvania
|
$4.75M
|
-$11.9K
|
-269
|
-0.2%
|
|
|
59
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.62M
|
+$1.84M
|
+41,496
|
+66%
|
|
|
60
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$4.47M
|
+$3.99M
|
+89,970
|
+845%
|
|
|
61
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$4.44M
|
–
|
–
|
–
|
|
|
62
|
Gradient Capital Advisors
San Diego,
California
|
$4.29M
|
+$77.2K
|
+1,742
|
+2%
|
|
|
63
|
Sandy Spring Bank
Olney,
Maryland
|
$4.25M
|
+$618K
|
+13,934
|
+17%
|
|
|
64
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$4.22M
|
+$83.2K
|
+1,877
|
+2%
|
|
|
65
|
United Capital Financial Advisors
Irving,
Texas
|
$4M
|
+$1.68K
|
+38
|
+0%
|
|
|
66
|
Schoolcraft Capital
Boulder,
Colorado
|
$3.61M
|
+$41.4K
|
+935
|
+1%
|
|
|
67
|
Evensky & Katz
Coral Gables,
Florida
|
$3.54M
|
-$52.7K
|
-1,189
|
-1%
|
|
|
68
|
Kestra Advisory Services
Austin,
Texas
|
$3.5M
|
+$503K
|
+11,336
|
+17%
|
|
|
69
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$3.48M
|
+$191K
|
+4,319
|
+6%
|
|
|
70
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$3.39M
|
+$406K
|
+9,154
|
+14%
|
|
|
71
|
Disciplined Investments
Tulsa,
Oklahoma
|
$3.33M
|
+$353K
|
+7,953
|
+12%
|
|
|
72
|
CPWM LLC
Seattle,
Washington
|
$3.27M
|
-$364K
|
-8,217
|
-10%
|
|
|
73
|
Mather Group
Chicago,
Illinois
|
$3.19M
|
+$2.34M
|
+52,717
|
+277%
|
|
|
74
|
Equitable Holdings
New York
|
$3.11M
|
+$531K
|
+11,990
|
+21%
|
|
|
75
|
3D/L Capital Management
Hartford,
Connecticut
|
$3.11M
|
-$5.54K
|
-125
|
-0.2%
|
|
