|
51
|
Mariner
Overland Park,
Kansas
|
$859K
|
-$217K
|
-12,230
|
-16%
|
|
|
52
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$807K
|
+$892K
|
+50,328
|
+418%
|
|
|
53
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$797K
|
-$206K
|
-11,634
|
-16%
|
|
|
54
|
Tiedemann Advisors
New York
|
$770K
|
-$1.06M
|
-60,032
|
-50%
|
|
|
55
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$671K
|
+$154K
|
+8,664
|
+20%
|
|
|
56
|
LPL Financial
San Diego,
California
|
$609K
|
-$156K
|
-8,824
|
-16%
|
|
|
57
|
Total Investment Management
Scottsdale,
Arizona
|
$590K
|
-$29.7K
|
-1,674
|
-4%
|
|
|
58
|
SlateStone Wealth
Jupiter,
Florida
|
$562K
|
+$770K
|
+43,456
|
New
|
|
|
59
|
CVA Family Office
Denver,
Colorado
|
$561K
|
-$106K
|
-5,972
|
-12%
|
|
|
60
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$557K
|
+$164K
|
+9,262
|
+27%
|
|
|
61
|
Cambridge Advisors
Omaha,
Nebraska
|
$554K
|
-$108K
|
-6,070
|
-12%
|
|
|
62
|
FAS Wealth Partners
Leawood,
Kansas
|
$515K
|
-$73.7K
|
-4,158
|
-9%
|
|
|
63
|
Adero Partners
Pleasanton,
California
|
$496K
|
+$76.9K
|
+4,338
|
+13%
|
|
|
64
|
Leavell Investment Management
Mobile,
Alabama
|
$478K
|
+$36K
|
+2,030
|
+6%
|
|
|
65
|
Cobblestone Capital Advisors
Rochester,
New York
|
$472K
|
-$1.6M
|
-90,470
|
-71%
|
|
|
66
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$444K
|
+$116K
|
+6,560
|
+24%
|
|
|
67
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$407K
|
+$354K
|
+20,000
|
+174%
|
|
|
68
|
Abacus Planning Group
Columbia,
South Carolina
|
$400K
|
-$146K
|
-8,260
|
-21%
|
|
|
69
|
Madison Wealth Management
Cincinnati,
Ohio
|
$396K
|
-$1.3M
|
-73,080
|
-70%
|
|
|
70
|
Colony Group
Boston,
Massachusetts
|
$385K
|
-$244K
|
-13,788
|
-32%
|
|
|
71
|
Mercer Global Advisors
Denver,
Colorado
|
$354K
|
+$287K
|
+16,200
|
+145%
|
|
|
72
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$349K
|
-$7.18M
|
-404,976
|
-94%
|
|
|
73
|
Advisornet Financial
Minnetonka,
Minnesota
|
$349K
|
-$15.8K
|
-890
|
-3%
|
|
|
74
|
Envestnet Asset Management
Chicago,
Illinois
|
$340K
|
+$259K
|
+14,634
|
+125%
|
|
|
75
|
Summit Financial Strategies
Columbus,
Ohio
|
$340K
|
+$466K
|
+26,314
|
New
|
|
