|
51
|
Prism Advisors
Studio City,
California
|
$471K
|
+$489K
|
+17,225
|
New
|
|
|
52
|
Moneywise Inc
Forest,
Virginia
|
$470K
|
-$170
|
-6
|
-0%
|
|
|
53
|
Wealth Architects
Mountain View,
California
|
$447K
|
–
|
–
|
–
|
|
|
54
|
Mutual Advisors
Omaha,
Nebraska
|
$437K
|
+$214K
|
+7,548
|
+89%
|
|
|
55
|
Fountainhead AM
Warren,
New Jersey
|
$434K
|
+$46.3K
|
+1,628
|
+11%
|
|
|
56
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$378K
|
+$175K
|
+6,174
|
+81%
|
|
|
57
|
Sand Hill Global Advisors
Palo Alto,
California
|
$378K
|
-$13.6K
|
-477
|
-3%
|
|
|
58
|
MML Investors Services
Springfield,
Massachusetts
|
$368K
|
-$10.3K
|
-364
|
-3%
|
|
|
59
|
Tolleson Wealth Management
Dallas,
Texas
|
$368K
|
–
|
–
|
–
|
|
|
60
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$363K
|
+$22.7K
|
+798
|
+6%
|
|
|
61
|
Financial Connections Group
Corte Madera,
California
|
$356K
|
-$50.1K
|
-1,765
|
-12%
|
|
|
62
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$355K
|
-$19.7K
|
-692
|
-5%
|
|
|
63
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$355K
|
-$19.7K
|
-692
|
-5%
|
|
|
64
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$332K
|
–
|
–
|
–
|
|
|
65
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$332K
|
+$52.4K
|
+1,843
|
+18%
|
|
|
66
|
IMPACTfolio
Denver,
Colorado
|
$328K
|
-$490K
|
-17,248
|
-59%
|
|
|
67
|
Cook Wealth
Raleigh,
North Carolina
|
$319K
|
+$128K
|
+4,523
|
+58%
|
|
|
68
|
US Bancorp
Minneapolis,
Minnesota
|
$313K
|
-$881
|
-31
|
-0.3%
|
|
|
69
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$291K
|
-$28.4K
|
-1,000
|
-9%
|
|
|
70
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$284K
|
+$45.6K
|
+1,606
|
+18%
|
|
|
71
|
Flynn Zito Capital Management
Garden City,
New York
|
$271K
|
-$16.6K
|
-586
|
-6%
|
|
|
72
|
D.A. Davidson & Co
Great Falls,
Montana
|
$262K
|
–
|
–
|
–
|
|
|
73
|
Financial Insights
Tacoma,
Washington
|
$247K
|
-$20.1K
|
-706
|
-7%
|
|
|
74
|
NewEdge Advisors
New Orleans,
Louisiana
|
$230K
|
+$12.7K
|
+447
|
+6%
|
|
|
75
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$229K
|
-$15.6K
|
-548
|
-6%
|
|
