|
51
|
Addison Advisors
Middlebury,
Vermont
|
$324K
|
–
|
–
|
–
|
|
|
52
|
Lockerman Financial Group
Newport Beach,
California
|
$314K
|
–
|
–
|
–
|
|
|
53
|
Penobscot Wealth Management
Portland,
Maine
|
$311K
|
+$68.1K
|
+2,236
|
+26%
|
|
|
54
|
Modera Wealth Management
Westwood,
New Jersey
|
$311K
|
–
|
–
|
–
|
|
|
55
|
Corient Private Wealth
Miami,
Florida
|
$311K
|
+$326K
|
+10,704
|
New
|
|
|
56
|
Aspiriant LLC
Los Angeles,
California
|
$279K
|
-$31.9K
|
-1,046
|
-10%
|
|
|
57
|
Concurrent Investment Advisors
Tampa,
Florida
|
$275K
|
+$66.9K
|
+2,198
|
+30%
|
|
|
58
|
Perigon Wealth Management
San Francisco,
California
|
$273K
|
+$289K
|
+9,502
|
New
|
|
|
59
|
Carson Advisory
Athens,
Georgia
|
$272K
|
–
|
–
|
–
|
|
|
60
|
CGN Advisors
Manhattan,
Kansas
|
$260K
|
+$3.72K
|
+122
|
+1%
|
|
|
61
|
Davenport & Co
Richmond,
Virginia
|
$260K
|
+$34.1K
|
+1,119
|
+14%
|
|
|
62
|
Greykasell Wealth Strategies
Danville,
California
|
$258K
|
+$271K
|
+8,884
|
New
|
|
|
63
|
Davis Wealth Advisors
Salem,
New Hampshire
|
$256K
|
+$269K
|
+8,818
|
New
|
|
|
64
|
HighTower Advisors
Chicago,
Illinois
|
$247K
|
-$19.7K
|
-647
|
-7%
|
|
|
65
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$244K
|
+$6.79K
|
+223
|
+3%
|
|
|
66
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$237K
|
-$822
|
-27
|
-0.3%
|
|
|
67
|
One Capital Management
Westlake Village,
California
|
$228K
|
-$24.5K
|
-803
|
-9%
|
|
|
68
|
|
$224K
|
–
|
–
|
–
|
|
|
69
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$219K
|
–
|
–
|
–
|
|
|
70
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$214K
|
-$54.6K
|
-1,793
|
-20%
|
|
|
71
|
WealthShield Partners
Cary,
North Carolina
|
$194K
|
–
|
–
|
–
|
|
|
72
|
Continuum Advisory
Eagle,
Idaho
|
$190K
|
+$91
|
+3
|
+0%
|
|
|
73
|
US Bancorp
Minneapolis,
Minnesota
|
$168K
|
-$6.67K
|
-219
|
-4%
|
|
|
74
|
Tortoise Investment Management
White Plains,
New York
|
$151K
|
–
|
–
|
–
|
|
|
75
|
Bear Mountain Capital
Seattle,
Washington
|
$84.6K
|
-$6.73K
|
-221
|
-7%
|
|
