|
51
|
Shearwater Capital
Denver,
Colorado
|
$1.66M
|
+$26.2K
|
+636
|
+2%
|
|
|
52
|
SageView Advisory Group
Newport Beach,
California
|
$1.58M
|
+$4.46K
|
+108
|
+0.3%
|
|
|
53
|
Willow Creek Wealth Management
Sebastopol,
California
|
$1.51M
|
+$578
|
+14
|
+0%
|
|
|
54
|
Samalin Investment Counsel
Chappaqua,
New York
|
$1.45M
|
+$4.13K
|
+100
|
+0.3%
|
|
|
55
|
TCP Asset Management
Columbus,
Ohio
|
$1.44M
|
+$143K
|
+3,455
|
+11%
|
|
|
56
|
Equitable Holdings
New York
|
$1.42M
|
+$491K
|
+11,909
|
+54%
|
|
|
57
|
Klingman & Associates
New York
|
$1.38M
|
–
|
–
|
–
|
|
|
58
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.33M
|
+$161K
|
+3,902
|
+14%
|
|
|
59
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$1.3M
|
-$14.2K
|
-344
|
-1%
|
|
|
60
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.3M
|
-$5.32K
|
-129
|
-0.4%
|
|
|
61
|
FMB Wealth Management
Westlake Village,
California
|
$1.26M
|
+$232K
|
+5,614
|
+23%
|
|
|
62
|
Total Wealth Planning
Cincinnati,
Ohio
|
$1.25M
|
+$28.8K
|
+697
|
+2%
|
|
|
63
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.21M
|
+$262K
|
+6,355
|
+28%
|
|
|
64
|
Root Financial Partners
Encinitas,
California
|
$1.17M
|
-$124K
|
-2,995
|
-10%
|
|
|
65
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$1.15M
|
+$71.8K
|
+1,740
|
+7%
|
|
|
66
|
Allworth Financial
Folsom,
California
|
$1.08M
|
+$7.63K
|
+185
|
+0.7%
|
|
|
67
|
Onyx Financial Advisors
Idaho Falls,
Idaho
|
$1.08M
|
+$48.9K
|
+1,186
|
+5%
|
|
|
68
|
Centennial Bank
Conway,
Arkansas
|
$966K
|
+$3.22K
|
+78
|
+0.3%
|
|
|
69
|
CreativeOne Wealth
Overland Park,
Kansas
|
$927K
|
+$179K
|
+4,346
|
+25%
|
|
|
70
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$906K
|
+$192K
|
+4,656
|
+28%
|
|
|
71
|
Tortoise Investment Management
White Plains,
New York
|
$880K
|
+$92.6K
|
+2,245
|
+12%
|
|
|
72
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$817K
|
-$14.8K
|
-358
|
-2%
|
|
|
73
|
Envestnet Asset Management
Chicago,
Illinois
|
$781K
|
+$174K
|
+4,217
|
+29%
|
|
|
74
|
Foster Group
West Des Moines,
Iowa
|
$762K
|
–
|
–
|
–
|
|
|
75
|
XY Planning Network
Bozeman,
Montana
|
$754K
|
+$12.1K
|
+293
|
+2%
|
|
