|
51
|
Parkworth Wealth Management
Los Gatos,
California
|
$1.99M
|
+$497K
|
+9,797
|
+33%
|
|
|
52
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$1.91M
|
-$7.32M
|
-144,297
|
-79%
|
|
|
53
|
FMB Wealth Management
Westlake Village,
California
|
$1.81M
|
-$39K
|
-769
|
-2%
|
|
|
54
|
Blue Oak Capital
Menlo Park,
California
|
$1.75M
|
+$1.75M
|
+34,425
|
New
|
|
|
55
|
Creative Planning
Overland Park,
Kansas
|
$1.61M
|
+$276K
|
+5,434
|
+21%
|
|
|
56
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.41M
|
+$20.3K
|
+401
|
+1%
|
|
|
57
|
|
$1.4M
|
+$99.3K
|
+1,957
|
+8%
|
|
|
58
|
|
$1.29M
|
+$1.29M
|
+25,451
|
New
|
|
|
59
|
Cary Street Partners
Richmond,
Virginia
|
$1.25M
|
+$1.25M
|
+24,678
|
New
|
|
|
60
|
HighTower Advisors
Chicago,
Illinois
|
$1.2M
|
-$321K
|
-6,322
|
-21%
|
|
|
61
|
Core Wealth Management
Jupiter,
Florida
|
$1.15M
|
+$565K
|
+11,139
|
+96%
|
|
|
62
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$1.11M
|
+$154K
|
+3,043
|
+16%
|
|
|
63
|
Mills Wealth Advisors
Southlake,
Texas
|
$1.1M
|
-$597K
|
-11,767
|
-35%
|
|
|
64
|
Vance Wealth
Santa Clarita,
California
|
$1.06M
|
+$1.06M
|
+20,974
|
New
|
|
|
65
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.04M
|
+$795K
|
+15,679
|
+327%
|
|
|
66
|
Meredith Wealth Planning
Maryville,
Illinois
|
$984K
|
-$381K
|
-7,506
|
-28%
|
|
|
67
|
Schubert & Co
Mckinney,
Texas
|
$844K
|
+$371K
|
+7,323
|
+79%
|
|
|
68
|
Forum Financial Management
Lombard,
Illinois
|
$837K
|
+$837K
|
+16,496
|
New
|
|
|
69
|
White Wing Wealth Management
The Wodlands,
Texas
|
$816K
|
-$468K
|
-9,233
|
-36%
|
|
|
70
|
Flow Traders U.S.
New York
|
$813K
|
-$391K
|
-7,716
|
-32%
|
|
|
71
|
Hartmann Taylor Wealth Management
Dallas,
Texas
|
$755K
|
+$755K
|
+14,890
|
New
|
|
|
72
|
Apella Capital
West Hartford,
Connecticut
|
$749K
|
+$750K
|
+14,782
|
New
|
|
|
73
|
Index Fund Advisors
Irvine,
California
|
$748K
|
-$66.7K
|
-1,315
|
-8%
|
|
|
74
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$701K
|
+$376K
|
+7,420
|
+116%
|
|
|
75
|
XY Planning Network
Bozeman,
Montana
|
$677K
|
+$677K
|
+13,350
|
New
|
|
