|
51
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$747K
|
+$23.9K
|
+1,090
|
+3%
|
|
|
52
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$747K
|
-$55K
|
-2,510
|
-7%
|
|
|
53
|
Avantax Planning Partners
Dubuque,
Iowa
|
$728K
|
+$19.4K
|
+885
|
+3%
|
|
|
54
|
Mission Wealth Management
Santa Barbara,
California
|
$725K
|
-$195K
|
-8,900
|
-21%
|
|
|
55
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$667K
|
+$2.26K
|
+103
|
+0.3%
|
|
|
56
|
BayBridge Capital Group
Pleasanton,
California
|
$597K
|
+$4.25K
|
+194
|
+0.7%
|
|
|
57
|
Lockerman Financial Group
Newport Beach,
California
|
$594K
|
-$553K
|
-25,235
|
-49%
|
|
|
58
|
Natural Investments
Windsor,
California
|
$564K
|
-$6.29K
|
-287
|
-1%
|
|
|
59
|
D.A. Davidson & Co
Great Falls,
Montana
|
$552K
|
+$30.9K
|
+1,411
|
+6%
|
|
|
60
|
Integrated Advisors Network
Dallas,
Texas
|
$526K
|
+$519K
|
+23,688
|
New
|
|
|
61
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$514K
|
+$84.6K
|
+3,859
|
+20%
|
|
|
62
|
City National Bank of Florida
Miami,
Florida
|
$502K
|
–
|
–
|
–
|
|
|
63
|
Simplicity Wealth
Summit,
New Jersey
|
$502K
|
–
|
–
|
–
|
|
|
64
|
Rockefeller Capital Management
New York
|
$499K
|
+$94.6K
|
+4,315
|
+24%
|
|
|
65
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$495K
|
-$117K
|
-5,329
|
-19%
|
|
|
66
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$484K
|
+$478K
|
+21,818
|
New
|
|
|
67
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$467K
|
+$142K
|
+6,494
|
+45%
|
|
|
68
|
Davis Wealth Advisors
Salem,
New Hampshire
|
$453K
|
-$21.2K
|
-968
|
-5%
|
|
|
69
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$415K
|
+$18.1K
|
+825
|
+5%
|
|
|
70
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$413K
|
-$11.5K
|
-523
|
-3%
|
|
|
71
|
Lifelong Wealth Advisors
Arden Hills,
Minnesota
|
$411K
|
-$6.18K
|
-282
|
-1%
|
|
|
72
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$390K
|
–
|
–
|
–
|
|
|
73
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$379K
|
+$33.5K
|
+1,527
|
+10%
|
|
|
74
|
Flow Traders U.S.
New York
|
$370K
|
-$1.04M
|
-47,637
|
-74%
|
|
|
75
|
LexAurum Advisors
Overland Park,
Kansas
|
$346K
|
-$83.6K
|
-3,814
|
-20%
|
|
