|
51
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$512K
|
–
|
–
|
–
|
|
|
52
|
Financial Connections Group
Corte Madera,
California
|
$498K
|
–
|
–
|
–
|
|
|
53
|
Wealth Architects
Mountain View,
California
|
$495K
|
–
|
–
|
–
|
|
|
54
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$488K
|
-$60K
|
-2,174
|
-11%
|
|
|
55
|
Moneywise Inc
Forest,
Virginia
|
$481K
|
+$86.1K
|
+3,120
|
+22%
|
|
|
56
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$474K
|
-$16.5K
|
-598
|
-3%
|
|
|
57
|
Advisory Services Network
Atlanta,
Georgia
|
$454K
|
+$30.1K
|
+1,092
|
+7%
|
|
|
58
|
Sand Hill Global Advisors
Palo Alto,
California
|
$402K
|
-$54.1K
|
-1,959
|
-12%
|
|
|
59
|
Fountainhead AM
Warren,
New Jersey
|
$394K
|
+$64.1K
|
+2,324
|
+20%
|
|
|
60
|
MML Investors Services
Springfield,
Massachusetts
|
$371K
|
+$364K
|
+13,188
|
New
|
|
|
61
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$366K
|
+$5.85K
|
+212
|
+2%
|
|
|
62
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$366K
|
+$359K
|
+13,002
|
New
|
|
|
63
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$363K
|
-$3.2K
|
-116
|
-0.9%
|
|
|
64
|
Monterey Private Wealth
Monterey,
California
|
$348K
|
–
|
–
|
–
|
|
|
65
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$328K
|
+$82.3K
|
+2,982
|
+34%
|
|
|
66
|
US Bancorp
Minneapolis,
Minnesota
|
$323K
|
-$43.8K
|
-1,587
|
-12%
|
|
|
67
|
Financial Insights
Tacoma,
Washington
|
$304K
|
-$5.13K
|
-186
|
-2%
|
|
|
68
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$278K
|
+$46.9K
|
+1,700
|
+21%
|
|
|
69
|
Avantax Advisory Services
Dallas,
Texas
|
$268K
|
-$46.4K
|
-1,683
|
-15%
|
|
|
70
|
One Capital Management
Westlake Village,
California
|
$265K
|
+$260K
|
+9,438
|
New
|
|
|
71
|
Mutual Advisors
Omaha,
Nebraska
|
$239K
|
+$20.3K
|
+734
|
+9%
|
|
|
72
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$233K
|
-$215K
|
-7,778
|
-48%
|
|
|
73
|
D.A. Davidson & Co
Great Falls,
Montana
|
$233K
|
+$9.99K
|
+362
|
+5%
|
|
|
74
|
NewEdge Advisors
New Orleans,
Louisiana
|
$224K
|
+$10.1K
|
+367
|
+5%
|
|
|
75
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$212K
|
+$53.1K
|
+1,926
|
+34%
|
|
