|
51
|
Tacita Capital
Toronto,
Ontario, Canada
|
$2.3M
|
-$4.69K
|
-215
|
-0.2%
|
|
|
52
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$2.26M
|
+$1.76M
|
+80,534
|
+236%
|
|
|
53
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.24M
|
+$562K
|
+25,730
|
+29%
|
|
|
54
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$2.17M
|
+$363K
|
+16,612
|
+18%
|
|
|
55
|
Cypress Wealth Services
Palm Desert,
California
|
$1.94M
|
+$883K
|
+40,471
|
+73%
|
|
|
56
|
Ameriprise
Minneapolis,
Minnesota
|
$1.93M
|
+$2.13M
|
+97,807
|
New
|
|
|
57
|
Stokes Family Office
New Orleans,
Louisiana
|
$1.77M
|
+$1.26M
|
+57,787
|
+181%
|
|
|
58
|
One Advisory Partners
Overland Park,
Kansas
|
$1.69M
|
+$1.87M
|
+85,730
|
New
|
|
|
59
|
Bell Investment Advisors
Oakland,
California
|
$1.52M
|
-$419K
|
-19,215
|
-20%
|
|
|
60
|
True Link Financial Advisors
San Francisco,
California
|
$1.5M
|
-$1.92M
|
-88,183
|
-54%
|
|
|
61
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$1.42M
|
+$465K
|
+21,298
|
+42%
|
|
|
62
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.41M
|
-$67.4K
|
-3,090
|
-4%
|
|
|
63
|
Rockefeller Capital Management
New York
|
$1.4M
|
-$194K
|
-8,873
|
-11%
|
|
|
64
|
W Advisors LLC
Germantown,
Tennessee
|
$1.37M
|
+$171K
|
+7,838
|
+13%
|
|
|
65
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$1.29M
|
-$72.5K
|
-3,320
|
-5%
|
|
|
66
|
Vance Wealth
Santa Clarita,
California
|
$1.28M
|
+$287K
|
+13,134
|
+25%
|
|
|
67
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.24M
|
+$1.31M
|
+59,988
|
+2,146%
|
|
|
68
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$1.08M
|
-$85.7K
|
-3,926
|
-7%
|
|
|
69
|
Creative Planning
Overland Park,
Kansas
|
$1.05M
|
-$56.1K
|
-2,572
|
-5%
|
|
|
70
|
|
$1.03M
|
–
|
–
|
–
|
|
|
71
|
Hemington Wealth Management
Falls Church,
Virginia
|
$1.02M
|
-$387K
|
-17,744
|
-26%
|
|
|
72
|
Allworth Financial
Folsom,
California
|
$1.01M
|
–
|
–
|
–
|
|
|
73
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$997K
|
-$17.7K
|
-809
|
-2%
|
|
|
74
|
Parallel Advisors
San Francisco,
California
|
$964K
|
+$453K
|
+20,755
|
+74%
|
|
|
75
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$904K
|
+$66.7K
|
+3,055
|
+7%
|
|
