|
51
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$665K
|
+$646K
|
+16,105
|
New
|
|
|
52
|
Applied Capital
Little Rock,
Arkansas
|
$611K
|
-$30.9K
|
-771
|
-5%
|
|
|
53
|
FMB Wealth Management
Westlake Village,
California
|
$599K
|
+$582K
|
+14,502
|
New
|
|
|
54
|
Drive Wealth Management
Lehi,
Utah
|
$585K
|
-$141K
|
-3,514
|
-20%
|
|
|
55
|
Envestnet Asset Management
Chicago,
Illinois
|
$476K
|
+$114K
|
+2,838
|
+33%
|
|
|
56
|
LAM Group
Lake Oswego,
Oregon
|
$418K
|
+$329K
|
+8,185
|
+423%
|
|
|
57
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$389K
|
+$157K
|
+3,908
|
+71%
|
|
|
58
|
Bridge Advisory
Pasadena,
California
|
$380K
|
-$1M
|
-25,013
|
-73%
|
|
|
59
|
SC&H Financial Advisors
Sparks,
Maryland
|
$365K
|
-$337K
|
-8,404
|
-49%
|
|
|
60
|
HFG Wealth Management
The Woodlands,
Texas
|
$349K
|
+$339K
|
+8,450
|
New
|
|
|
61
|
Visionary Horizons
Knoxville,
Tennessee
|
$331K
|
+$322K
|
+8,025
|
New
|
|
|
62
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$278K
|
-$42.5K
|
-1,058
|
-14%
|
|
|
63
|
MGO One Seven
Beachwood,
Ohio
|
$271K
|
-$642
|
-16
|
-0.2%
|
|
|
64
|
Chico Wealth RIA
Chico,
California
|
$263K
|
–
|
–
|
–
|
|
|
65
|
Equitable Holdings
New York
|
$254K
|
+$247K
|
+6,160
|
New
|
|
|
66
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$230K
|
-$144K
|
-3,580
|
-39%
|
|
|
67
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$230K
|
+$7.22K
|
+180
|
+3%
|
|
|
68
|
|
$228K
|
+$170K
|
+4,223
|
+323%
|
|
|
69
|
Tortoise Investment Management
White Plains,
New York
|
$228K
|
-$15.7K
|
-390
|
-7%
|
|
|
70
|
Meredith Wealth Planning
Maryville,
Illinois
|
$227K
|
+$220K
|
+5,493
|
New
|
|
|
71
|
LPL Financial
San Diego,
California
|
$223K
|
-$337K
|
-8,400
|
-61%
|
|
|
72
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$221K
|
-$91.8K
|
-2,286
|
-30%
|
|
|
73
|
Mattern Wealth Management
Lawrence,
Kansas
|
$212K
|
-$127K
|
-3,162
|
-38%
|
|
|
74
|
Elevate Wealth Advisory
Athens,
Georgia
|
$203K
|
+$198K
|
+4,928
|
New
|
|
|
75
|
EP Wealth Advisors
Torrance,
California
|
$201K
|
-$12.4K
|
-310
|
-6%
|
|
