|
51
|
RW Investment Management
Eagle,
Idaho
|
$3.93M
|
-$289K
|
-6,004
|
-7%
|
|
|
52
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$3.92M
|
+$366K
|
+7,599
|
+10%
|
|
|
53
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$3.85M
|
+$3.88M
|
+80,554
|
New
|
|
|
54
|
Verus Financial Partners
Richmond,
Virginia
|
$3.85M
|
+$61.5K
|
+1,278
|
+2%
|
|
|
55
|
Stifel Financial
St. Louis,
Missouri
|
$3.73M
|
-$1.1M
|
-22,902
|
-23%
|
|
|
56
|
Waverly Advisors
Birmingham,
Alabama
|
$3.7M
|
+$120K
|
+2,504
|
+3%
|
|
|
57
|
Modera Wealth Management
Westwood,
New Jersey
|
$3.65M
|
+$82.8K
|
+1,721
|
+2%
|
|
|
58
|
Tassel Capital Management
Matthews,
North Carolina
|
$3.53M
|
+$3.56M
|
+73,884
|
New
|
|
|
59
|
GEM Asset Management
Plymouth,
Michigan
|
$3.52M
|
+$28.4K
|
+590
|
+0.8%
|
|
|
60
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.34M
|
+$590K
|
+12,271
|
+21%
|
|
|
61
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$3.09M
|
+$573K
|
+11,918
|
+23%
|
|
|
62
|
Timonier Family Office
Winston Salem,
North Carolina
|
$2.96M
|
+$2.99M
|
+62,065
|
New
|
|
|
63
|
Aurelius Family Office
Bedford,
New Hampshire
|
$2.87M
|
+$2.89M
|
+60,102
|
New
|
|
|
64
|
Financial Engines Advisors
Santa Clara,
California
|
$2.83M
|
+$1.43M
|
+29,668
|
+100%
|
|
|
65
|
BCO Wealth Management
Carlsbad,
New Mexico
|
$2.81M
|
+$2.83M
|
+58,899
|
New
|
|
|
66
|
US Bancorp
Minneapolis,
Minnesota
|
$2.78M
|
–
|
–
|
–
|
|
|
67
|
Dopkins Wealth Management
Williamsville,
New York
|
$2.75M
|
+$2.57M
|
+53,447
|
+1,300%
|
|
|
68
|
FF Advisors
Manhattan Beach,
California
|
$2.69M
|
-$762K
|
-15,840
|
-22%
|
|
|
69
|
Mills Wealth Advisors
Southlake,
Texas
|
$2.65M
|
-$905K
|
-18,804
|
-25%
|
|
|
70
|
PrairieView Partners
St. Paul,
Minnesota
|
$2.54M
|
+$1.2M
|
+24,871
|
+88%
|
|
|
71
|
Citrine Capital
San Francisco,
California
|
$2.47M
|
+$2.49M
|
+51,671
|
New
|
|
|
72
|
Truist Financial
Charlotte,
North Carolina
|
$2.36M
|
+$120K
|
+2,487
|
+5%
|
|
|
73
|
Landmark Wealth Management (New York)
Melville,
New York
|
$2.29M
|
+$72.8K
|
+1,513
|
+3%
|
|
|
74
|
Baker Avenue Asset Management
San Francisco,
California
|
$2.27M
|
+$253K
|
+5,255
|
+12%
|
|
|
75
|
Mather Group
Chicago,
Illinois
|
$2.22M
|
-$150K
|
-3,120
|
-6%
|
|
