|
51
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$4.62M
|
+$367K
|
+7,186
|
+9%
|
|
|
52
|
Dowling & Yahnke
San Diego,
California
|
$4.52M
|
+$4.52M
|
+88,463
|
New
|
|
|
53
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$4.46M
|
-$103K
|
-2,015
|
-2%
|
|
|
54
|
Tortoise Investment Management
White Plains,
New York
|
$4.42M
|
+$910K
|
+17,828
|
+26%
|
|
|
55
|
Bristlecone Advisors
Bellevue,
Washington
|
$4.25M
|
+$115K
|
+2,260
|
+3%
|
|
|
56
|
Mission Wealth Management
Santa Barbara,
California
|
$4.05M
|
-$894K
|
-17,511
|
-18%
|
|
|
57
|
Principle Wealth Partners
Madison,
Connecticut
|
$4.01M
|
+$77.1K
|
+1,510
|
+2%
|
|
|
58
|
Inscription Capital
Houston,
Texas
|
$4.01M
|
+$4.02M
|
+78,647
|
New
|
|
|
59
|
BFSG LLC
Irvine,
California
|
$3.99M
|
+$844K
|
+16,525
|
+27%
|
|
|
60
|
CX Institutional
Auburn,
Indiana
|
$3.89M
|
-$806K
|
-15,792
|
-17%
|
|
|
61
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$3.89M
|
-$1.94M
|
-37,997
|
-33%
|
|
|
62
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.82M
|
+$259K
|
+5,063
|
+7%
|
|
|
63
|
Boston Family Office
Boston,
Massachusetts
|
$3.73M
|
+$2.46M
|
+48,266
|
+195%
|
|
|
64
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.64M
|
+$218K
|
+4,276
|
+6%
|
|
|
65
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.62M
|
-$5.94M
|
-116,416
|
-62%
|
|
|
66
|
Wakefield Asset Management
Englewood,
Colorado
|
$3.62M
|
+$121K
|
+2,372
|
+3%
|
|
|
67
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$3.5M
|
+$1.53M
|
+29,900
|
+78%
|
|
|
68
|
Avidian Wealth Enterprises
Houston,
Texas
|
$3.36M
|
+$3.36M
|
+65,758
|
New
|
|
|
69
|
EP Wealth Advisors
Torrance,
California
|
$3.27M
|
-$2.02M
|
-39,473
|
-38%
|
|
|
70
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.2M
|
+$108K
|
+2,118
|
+3%
|
|
|
71
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$3.17M
|
+$807K
|
+15,800
|
+34%
|
|
|
72
|
Encompass Wealth Advisors
Portland,
Oregon
|
$3.11M
|
+$490K
|
+9,591
|
+19%
|
|
|
73
|
SkyOak Wealth
Southfield,
Michigan
|
$2.85M
|
+$399K
|
+7,813
|
+16%
|
|
|
74
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$2.83M
|
+$365K
|
+7,150
|
+15%
|
|
|
75
|
Central Trust Company
Jefferson City,
Missouri
|
$2.83M
|
+$725K
|
+14,200
|
+35%
|
|
