|
51
|
Sentinel Wealth Management
Reston,
Virginia
|
$5.08M
|
+$5.06M
|
+107,077
|
New
|
|
|
52
|
Citrine Capital
San Francisco,
California
|
$5.06M
|
-$3.69K
|
-78
|
-0.1%
|
|
|
53
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.49M
|
-$1.08M
|
-22,780
|
-19%
|
|
|
54
|
Verus Financial Partners
Richmond,
Virginia
|
$4.46M
|
+$435K
|
+9,214
|
+11%
|
|
|
55
|
Forza Wealth Management
Sarasota,
Florida
|
$4.27M
|
+$4.25M
|
+90,000
|
New
|
|
|
56
|
Corient Private Wealth
Miami,
Florida
|
$4.05M
|
-$1.18M
|
-24,909
|
-23%
|
|
|
57
|
Evanson Asset Management
Carmel,
California
|
$3.87M
|
-$148K
|
-3,125
|
-4%
|
|
|
58
|
Waverly Advisors
Birmingham,
Alabama
|
$3.83M
|
+$278K
|
+5,879
|
+8%
|
|
|
59
|
Stifel Financial
St. Louis,
Missouri
|
$3.77M
|
-$79.6K
|
-1,685
|
-2%
|
|
|
60
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$3.75M
|
-$28K
|
-593
|
-0.7%
|
|
|
61
|
RW Investment Management
Eagle,
Idaho
|
$3.62M
|
-$283K
|
-5,999
|
-7%
|
|
|
62
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$3.61M
|
-$793K
|
-16,783
|
-18%
|
|
|
63
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$3.6M
|
+$288K
|
+6,085
|
+9%
|
|
|
64
|
BCO Wealth Management
Carlsbad,
New Mexico
|
$3.48M
|
+$265K
|
+5,616
|
+8%
|
|
|
65
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$3.35M
|
-$34.1K
|
-722
|
-1%
|
|
|
66
|
Modera Wealth Management
Westwood,
New Jersey
|
$3.3M
|
-$241K
|
-5,110
|
-7%
|
|
|
67
|
Helen Stephens Group
Fort Worth,
Texas
|
$3.3M
|
+$1.12M
|
+23,598
|
+51%
|
|
|
68
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$3.23M
|
-$379K
|
-8,030
|
-11%
|
|
|
69
|
GEM Asset Management
Plymouth,
Michigan
|
$3.18M
|
-$228K
|
-4,829
|
-7%
|
|
|
70
|
PrairieView Partners
St. Paul,
Minnesota
|
$3.14M
|
-$286K
|
-6,052
|
-8%
|
|
|
71
|
HB Wealth Management
Atlanta,
Georgia
|
$3.14M
|
+$2.04M
|
+43,161
|
+188%
|
|
|
72
|
Summit Wealth Group
White River Junction,
Vermont
|
$3.09M
|
+$2.84M
|
+60,110
|
+1,188%
|
|
|
73
|
American Investment Services
Great Barrington,
Massachusetts
|
$3.09M
|
-$1.16M
|
-24,454
|
-27%
|
|
|
74
|
Aurelius Family Office
Bedford,
New Hampshire
|
$3.04M
|
+$9.17K
|
+194
|
+0.3%
|
|
|
75
|
Allworth Financial
Folsom,
California
|
$2.91M
|
-$557K
|
-11,787
|
-16%
|
|
