|
51
|
Tolleson Wealth Management
Dallas,
Texas
|
$683K
|
+$253K
|
+8,500
|
+63%
|
|
|
52
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$679K
|
-$59.6K
|
-2,004
|
-8%
|
|
|
53
|
Advisornet Financial
Minnetonka,
Minnesota
|
$668K
|
–
|
–
|
–
|
|
|
54
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$572K
|
+$181K
|
+6,082
|
+49%
|
|
|
55
|
Sound Stewardship
Overland Park,
Kansas
|
$562K
|
–
|
–
|
–
|
|
|
56
|
Fountainhead AM
Warren,
New Jersey
|
$548K
|
+$36.4K
|
+1,224
|
+7%
|
|
|
57
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$520K
|
-$53K
|
-1,781
|
-10%
|
|
|
58
|
NewEdge Advisors
New Orleans,
Louisiana
|
$515K
|
+$212K
|
+7,108
|
+75%
|
|
|
59
|
Wealth Architects
Mountain View,
California
|
$509K
|
-$60
|
-2
|
-0%
|
|
|
60
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$464K
|
-$8.09K
|
-272
|
-2%
|
|
|
61
|
Raymond James & Associates
St Petersburg,
Florida
|
$451K
|
-$298
|
-10
|
-0.1%
|
|
|
62
|
Mutual Advisors
Omaha,
Nebraska
|
$447K
|
-$22K
|
-738
|
-5%
|
|
|
63
|
Mariner
Overland Park,
Kansas
|
$429K
|
+$411K
|
+13,803
|
New
|
|
|
64
|
IMPACTfolio
Denver,
Colorado
|
$417K
|
+$42.6K
|
+1,431
|
+12%
|
|
|
65
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$408K
|
+$391K
|
+13,127
|
New
|
|
|
66
|
Flynn Zito Capital Management
Garden City,
New York
|
$405K
|
+$388K
|
+13,036
|
New
|
|
|
67
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$395K
|
+$29.9K
|
+1,004
|
+9%
|
|
|
68
|
US Bancorp
Minneapolis,
Minnesota
|
$392K
|
+$51.4K
|
+1,726
|
+16%
|
|
|
69
|
Sand Hill Global Advisors
Palo Alto,
California
|
$372K
|
-$29K
|
-973
|
-8%
|
|
|
70
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$325K
|
+$20.5K
|
+688
|
+7%
|
|
|
71
|
Clarity Asset Management
Ames,
Iowa
|
$320K
|
-$7.62K
|
-256
|
-2%
|
|
|
72
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$314K
|
-$26.5K
|
-890
|
-8%
|
|
|
73
|
Moneywise Inc
Forest,
Virginia
|
$313K
|
-$211K
|
-7,101
|
-41%
|
|
|
74
|
Keener Financial Planning
Keller,
Texas
|
$303K
|
–
|
–
|
–
|
|
|
75
|
Financial Insights
Tacoma,
Washington
|
$292K
|
-$1.93K
|
-65
|
-0.7%
|
|
