|
51
|
Shearwater Capital
Denver,
Colorado
|
$1.66M
|
+$16.6K
|
+399
|
+1%
|
|
|
52
|
Onyx Financial Advisors
Idaho Falls,
Idaho
|
$1.59M
|
+$522K
|
+12,551
|
+49%
|
|
|
53
|
SageView Advisory Group
Newport Beach,
California
|
$1.57M
|
+$6.28K
|
+151
|
+0.4%
|
|
|
54
|
TCP Asset Management
Columbus,
Ohio
|
$1.56M
|
+$120K
|
+2,899
|
+8%
|
|
|
55
|
Willow Creek Wealth Management
Sebastopol,
California
|
$1.48M
|
-$28.1K
|
-677
|
-2%
|
|
|
56
|
Equitable Holdings
New York
|
$1.44M
|
+$27.4K
|
+659
|
+2%
|
|
|
57
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.42M
|
+$754K
|
+18,149
|
+115%
|
|
|
58
|
Klingman & Associates
New York
|
$1.32M
|
-$54.3K
|
-1,307
|
-4%
|
|
|
59
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$1.31M
|
+$170K
|
+4,093
|
+15%
|
|
|
60
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.3M
|
+$97.6K
|
+2,348
|
+8%
|
|
|
61
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$1.27M
|
-$26.4K
|
-636
|
-2%
|
|
|
62
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.25M
|
-$30.6K
|
-736
|
-2%
|
|
|
63
|
Samalin Investment Counsel
Chappaqua,
New York
|
$1.22M
|
-$215K
|
-5,178
|
-15%
|
|
|
64
|
FMB Wealth Management
Westlake Village,
California
|
$1.22M
|
-$26.3K
|
-632
|
-2%
|
|
|
65
|
Tortoise Investment Management
White Plains,
New York
|
$1.13M
|
+$250K
|
+6,020
|
+29%
|
|
|
66
|
Allworth Financial
Folsom,
California
|
$1.1M
|
+$9.48K
|
+228
|
+0.9%
|
|
|
67
|
CreativeOne Wealth
Overland Park,
Kansas
|
$963K
|
+$42.5K
|
+1,023
|
+5%
|
|
|
68
|
Centennial Bank
Conway,
Arkansas
|
$931K
|
-$27.6K
|
-665
|
-3%
|
|
|
69
|
Total Wealth Planning
Cincinnati,
Ohio
|
$899K
|
-$336K
|
-8,083
|
-27%
|
|
|
70
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$888K
|
-$10.8K
|
-260
|
-1%
|
|
|
71
|
|
$878K
|
+$508K
|
+12,212
|
+139%
|
|
|
72
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$837K
|
-$809K
|
-19,475
|
-49%
|
|
|
73
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$828K
|
+$489K
|
+11,777
|
+147%
|
|
|
74
|
XY Planning Network
Bozeman,
Montana
|
$812K
|
+$63.2K
|
+1,521
|
+8%
|
|
|
75
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$792K
|
+$148K
|
+3,567
|
+23%
|
|
