|
51
|
Lido Advisors
Los Angeles,
California
|
$2.94M
|
+$2.94M
|
+61,500
|
New
|
|
|
52
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.87M
|
-$55.8K
|
-1,169
|
-2%
|
|
|
53
|
US Bancorp
Minneapolis,
Minnesota
|
$2.78M
|
–
|
–
|
–
|
|
|
54
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$2.49M
|
+$2.49M
|
+52,195
|
New
|
|
|
55
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.42M
|
+$1.92M
|
+40,165
|
+381%
|
|
|
56
|
Landmark Wealth Management (New York)
Melville,
New York
|
$2.2M
|
-$92.9K
|
-1,944
|
-4%
|
|
|
57
|
Helen Stephens Group
Fort Worth,
Texas
|
$2.19M
|
+$159K
|
+3,337
|
+8%
|
|
|
58
|
Liberty Capital Management
Birmingham,
Michigan
|
$2.18M
|
-$71.9K
|
-1,506
|
-3%
|
|
|
59
|
Park Avenue Securities
New York
|
$2.12M
|
+$536K
|
+11,213
|
+34%
|
|
|
60
|
Truist Financial
Charlotte,
North Carolina
|
$2.12M
|
+$67.4K
|
+1,411
|
+3%
|
|
|
61
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$2.08M
|
+$177K
|
+3,700
|
+9%
|
|
|
62
|
Savant Capital
Rockford,
Illinois
|
$2.03M
|
-$2.34M
|
-48,884
|
-54%
|
|
|
63
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$1.94M
|
+$295K
|
+6,168
|
+18%
|
|
|
64
|
Elevate Wealth Advisory
Athens,
Georgia
|
$1.93M
|
+$30K
|
+628
|
+2%
|
|
|
65
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.91M
|
+$423K
|
+8,845
|
+28%
|
|
|
66
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.88M
|
+$877K
|
+18,347
|
+87%
|
|
|
67
|
Private Advisor Group
Morristown,
New Jersey
|
$1.84M
|
-$80.5K
|
-1,685
|
-4%
|
|
|
68
|
Integrity Wealth Solutions
Denver,
Colorado
|
$1.81M
|
-$197K
|
-4,126
|
-10%
|
|
|
69
|
Mercer Global Advisors
Denver,
Colorado
|
$1.64M
|
-$1.9M
|
-39,782
|
-54%
|
|
|
70
|
Shearwater Capital
Denver,
Colorado
|
$1.63M
|
+$120K
|
+2,504
|
+8%
|
|
|
71
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.61M
|
-$36.4K
|
-761
|
-2%
|
|
|
72
|
Blume Capital Management
Berkeley,
California
|
$1.6M
|
–
|
–
|
–
|
|
|
73
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$1.5M
|
–
|
–
|
–
|
|
|
74
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$1.48M
|
+$1.48M
|
+31,070
|
New
|
|
|
75
|
Sage Rhino Capital
Menlo Park,
California
|
$1.46M
|
-$943K
|
-19,749
|
-39%
|
|
