|
51
|
Willow Creek Wealth Management
Sebastopol,
California
|
$1.46M
|
-$40.5K
|
-982
|
-3%
|
|
|
52
|
NWAM LLC
Mercer Island,
Washington
|
$1.4M
|
+$178K
|
+4,310
|
+14%
|
|
|
53
|
Samalin Investment Counsel
Chappaqua,
New York
|
$1.39M
|
-$60.2K
|
-1,458
|
-4%
|
|
|
54
|
Klingman & Associates
New York
|
$1.33M
|
-$2.02M
|
-48,976
|
-60%
|
|
|
55
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$1.27M
|
-$32.3K
|
-783
|
-2%
|
|
|
56
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.25M
|
-$51.3K
|
-1,243
|
-4%
|
|
|
57
|
TCP Asset Management
Columbus,
Ohio
|
$1.25M
|
+$174K
|
+4,215
|
+16%
|
|
|
58
|
Root Financial Partners
Encinitas,
California
|
$1.24M
|
-$711K
|
-17,240
|
-36%
|
|
|
59
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$1.22M
|
+$193K
|
+4,680
|
+18%
|
|
|
60
|
Total Wealth Planning
Cincinnati,
Ohio
|
$1.17M
|
+$133K
|
+3,219
|
+13%
|
|
|
61
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.12M
|
+$58.9K
|
+1,426
|
+5%
|
|
|
62
|
Allworth Financial
Folsom,
California
|
$1.05M
|
-$90.5K
|
-2,194
|
-8%
|
|
|
63
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$1.03M
|
+$312K
|
+7,570
|
+42%
|
|
|
64
|
Onyx Financial Advisors
Idaho Falls,
Idaho
|
$987K
|
+$407K
|
+9,865
|
+68%
|
|
|
65
|
FMB Wealth Management
Westlake Village,
California
|
$982K
|
+$152K
|
+3,692
|
+18%
|
|
|
66
|
Centennial Bank
Conway,
Arkansas
|
$925K
|
+$122K
|
+2,953
|
+15%
|
|
|
67
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$907K
|
-$485K
|
-11,745
|
-34%
|
|
|
68
|
Equitable Holdings
New York
|
$888K
|
-$399K
|
-9,679
|
-31%
|
|
|
69
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$805K
|
-$1.16M
|
-28,110
|
-59%
|
|
|
70
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$800K
|
+$144K
|
+3,486
|
+21%
|
|
|
71
|
Tortoise Investment Management
White Plains,
New York
|
$755K
|
+$609K
|
+14,753
|
+379%
|
|
|
72
|
Northwest Wealth Management
Spencer,
Iowa
|
$752K
|
-$371K
|
-8,980
|
-33%
|
|
|
73
|
Foster Group
West Des Moines,
Iowa
|
$733K
|
–
|
–
|
–
|
|
|
74
|
CreativeOne Wealth
Overland Park,
Kansas
|
$716K
|
+$209K
|
+5,061
|
+40%
|
|
|
75
|
XY Planning Network
Bozeman,
Montana
|
$713K
|
+$726K
|
+17,602
|
New
|
|
