|
51
|
EP Wealth Advisors
Torrance,
California
|
$1.58M
|
–
|
–
|
–
|
|
|
52
|
Terra Nova Asset Management
New York
|
$1.41M
|
–
|
–
|
–
|
|
|
53
|
Citadel Advisors
Miami,
Florida
|
$1.4M
|
+$839K
|
+32,681
|
+144%
|
|
|
54
|
Warwick Investment Management
Bryan,
Texas
|
$1.38M
|
+$107K
|
+4,174
|
+8%
|
|
|
55
|
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
$1.28M
|
+$2.8K
|
+109
|
+0.2%
|
|
|
56
|
Security National Bank
Omaha,
Nebraska
|
$1.27M
|
–
|
–
|
–
|
|
|
57
|
Lyell Wealth Management
Menlo Park,
California
|
$1.26M
|
–
|
–
|
–
|
|
|
58
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.22M
|
+$306K
|
+11,925
|
+33%
|
|
|
59
|
WESPAC Advisors
Orinda,
California
|
$1.18M
|
–
|
–
|
–
|
|
|
60
|
Stifel Financial
St. Louis,
Missouri
|
$1.14M
|
+$367K
|
+14,301
|
+47%
|
|
|
61
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.1M
|
-$28.2K
|
-1,099
|
-2%
|
|
|
62
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$1.08M
|
–
|
–
|
–
|
|
|
63
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.07M
|
-$74.3K
|
-2,894
|
-6%
|
|
|
64
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.05M
|
-$360
|
-14
|
-0%
|
|
|
65
|
Crawford Fund Management
Boston,
Massachusetts
|
$1.01M
|
–
|
–
|
–
|
|
|
66
|
Comerica Bank
Dallas,
Texas
|
$1M
|
+$77K
|
+3,000
|
+8%
|
|
|
67
|
Rockefeller Capital Management
New York
|
$963K
|
+$138K
|
+5,369
|
+16%
|
|
|
68
|
|
$951K
|
+$33.1K
|
+1,287
|
+4%
|
|
|
69
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$936K
|
–
|
–
|
–
|
|
|
70
|
Mather Group
Chicago,
Illinois
|
$857K
|
+$524K
|
+20,392
|
+151%
|
|
|
71
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$849K
|
+$50.3K
|
+1,960
|
+6%
|
|
|
72
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$812K
|
+$142K
|
+5,533
|
+21%
|
|
|
73
|
Private Portfolio Partners
Paramus,
New Jersey
|
$776K
|
+$25K
|
+973
|
+3%
|
|
|
74
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$765K
|
+$37K
|
+1,440
|
+5%
|
|
|
75
|
Integrated Advisors Network
Dallas,
Texas
|
$745K
|
-$220K
|
-8,575
|
-23%
|
|
