|
51
|
Vicus Capital
State College,
Pennsylvania
|
$609K
|
-$24K
|
-492
|
-3%
|
|
|
52
|
Institute for Wealth Management
Denver,
Colorado
|
$602K
|
+$146
|
+3
|
+0%
|
|
|
53
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$593K
|
+$326K
|
+6,703
|
+99%
|
|
|
54
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$520K
|
+$2.48K
|
+51
|
+0.4%
|
|
|
55
|
Pacific Sun Financial
Los Angeles,
California
|
$497K
|
-$3.89K
|
-80
|
-0.7%
|
|
|
56
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$460K
|
+$2.19K
|
+45
|
+0.4%
|
|
|
57
|
Kestra Advisory Services
Austin,
Texas
|
$458K
|
+$17.3K
|
+356
|
+4%
|
|
|
58
|
S.A. Mason
Holland,
Michigan
|
$443K
|
–
|
–
|
–
|
|
|
59
|
Sargent Investment Group
Bethesda,
Maryland
|
$396K
|
–
|
–
|
–
|
|
|
60
|
Commerce Bank
Kansas City,
Missouri
|
$396K
|
+$439K
|
+9,014
|
New
|
|
|
61
|
American Trust
Lexington,
Kentucky
|
$391K
|
+$433K
|
+8,896
|
New
|
|
|
62
|
Beacon Pointe Advisors
Newport Beach,
California
|
$375K
|
–
|
–
|
–
|
|
|
63
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$367K
|
+$6.67K
|
+137
|
+2%
|
|
|
64
|
CVA Family Office
Denver,
Colorado
|
$354K
|
+$101K
|
+2,080
|
+35%
|
|
|
65
|
Wealthspire Advisors (New York)
New York
|
$343K
|
–
|
–
|
–
|
|
|
66
|
|
$336K
|
+$1.27K
|
+26
|
+0.4%
|
|
|
67
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$329K
|
-$38.9K
|
-800
|
-10%
|
|
|
68
|
Vigilant Capital Management
Portland,
Maine
|
$313K
|
–
|
–
|
–
|
|
|
69
|
Cresset Asset Management
Chicago,
Illinois
|
$313K
|
+$7.3K
|
+150
|
+2%
|
|
|
70
|
Centric Wealth Management
Chicago,
Illinois
|
$312K
|
-$75.4K
|
-1,549
|
-18%
|
|
|
71
|
Meeder Asset Management
Dublin,
Ohio
|
$308K
|
-$80.3K
|
-1,650
|
-19%
|
|
|
72
|
Financial Insights
Tacoma,
Washington
|
$305K
|
–
|
–
|
–
|
|
|
73
|
Creative Planning
Overland Park,
Kansas
|
$292K
|
+$36.1K
|
+741
|
+13%
|
|
|
74
|
Unionview LLC
Seattle,
Washington
|
$268K
|
–
|
–
|
–
|
|
|
75
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$250K
|
-$12.3K
|
-252
|
-4%
|
|
