|
51
|
NWAM LLC
Mercer Island,
Washington
|
$1.83M
|
+$97.3K
|
+2,312
|
+6%
|
|
|
52
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$1.81M
|
-$33K
|
-784
|
-2%
|
|
|
53
|
Equitable Holdings
New York
|
$1.76M
|
+$301K
|
+7,141
|
+21%
|
|
|
54
|
Shearwater Capital
Denver,
Colorado
|
$1.71M
|
+$29.8K
|
+707
|
+2%
|
|
|
55
|
TCP Asset Management
Columbus,
Ohio
|
$1.69M
|
+$117K
|
+2,786
|
+7%
|
|
|
56
|
Onyx Financial Advisors
Idaho Falls,
Idaho
|
$1.64M
|
+$34.1K
|
+810
|
+2%
|
|
|
57
|
SageView Advisory Group
Newport Beach,
California
|
$1.59M
|
-$2.48K
|
-59
|
-0.2%
|
|
|
58
|
Willow Creek Wealth Management
Sebastopol,
California
|
$1.51M
|
+$18.7K
|
+445
|
+1%
|
|
|
59
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$1.38M
|
+$59.6K
|
+1,415
|
+5%
|
|
|
60
|
FMB Wealth Management
Westlake Village,
California
|
$1.33M
|
+$99.6K
|
+2,367
|
+8%
|
|
|
61
|
Samalin Investment Counsel
Chappaqua,
New York
|
$1.27M
|
+$38.9K
|
+924
|
+3%
|
|
|
62
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$1.27M
|
-$8.42K
|
-200
|
-0.7%
|
|
|
63
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.25M
|
-$17.6K
|
-417
|
-1%
|
|
|
64
|
Klingman & Associates
New York
|
$1.24M
|
-$88.1K
|
-2,094
|
-7%
|
|
|
65
|
Tortoise Investment Management
White Plains,
New York
|
$1.14M
|
+$631
|
+15
|
+0.1%
|
|
|
66
|
Allworth Financial
Folsom,
California
|
$1.09M
|
-$13.9K
|
-330
|
-1%
|
|
|
67
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.05M
|
-$377K
|
-8,945
|
-26%
|
|
|
68
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.02M
|
-$292K
|
-6,946
|
-22%
|
|
|
69
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.02M
|
+$41.9K
|
+996
|
+4%
|
|
|
70
|
Centennial Bank
Conway,
Arkansas
|
$1.01M
|
+$64.8K
|
+1,540
|
+7%
|
|
|
71
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$994K
|
+$96.4K
|
+2,291
|
+11%
|
|
|
72
|
Total Wealth Planning
Cincinnati,
Ohio
|
$946K
|
+$37K
|
+880
|
+4%
|
|
|
73
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$907K
|
+$107K
|
+2,538
|
+13%
|
|
|
74
|
Northwest Wealth Management
Spencer,
Iowa
|
$825K
|
+$107K
|
+2,542
|
+15%
|
|
|
75
|
XY Planning Network
Bozeman,
Montana
|
$812K
|
–
|
–
|
–
|
|
