|
51
|
EP Wealth Advisors
Torrance,
California
|
$1.89M
|
+$8.05K
|
+291
|
+0.5%
|
|
|
52
|
Creative Planning
Overland Park,
Kansas
|
$1.84M
|
-$51K
|
-1,844
|
-3%
|
|
|
53
|
Lyell Wealth Management
Menlo Park,
California
|
$1.8M
|
+$280K
|
+10,130
|
+20%
|
|
|
54
|
Terra Nova Asset Management
New York
|
$1.68M
|
–
|
–
|
–
|
|
|
55
|
Rockefeller Capital Management
New York
|
$1.66M
|
+$472K
|
+17,086
|
+45%
|
|
|
56
|
Meixler Investment Management
Show Low,
Arizona
|
$1.65M
|
+$1.51M
|
+54,757
|
New
|
|
|
57
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.63M
|
+$294K
|
+10,632
|
+24%
|
|
|
58
|
Warwick Investment Management
Bryan,
Texas
|
$1.53M
|
-$98.8K
|
-3,575
|
-7%
|
|
|
59
|
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
$1.53M
|
+$1.58K
|
+57
|
+0.1%
|
|
|
60
|
Security National Bank
Omaha,
Nebraska
|
$1.52M
|
–
|
–
|
–
|
|
|
61
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.5M
|
+$1.05M
|
+37,957
|
+326%
|
|
|
62
|
Stifel Financial
St. Louis,
Missouri
|
$1.46M
|
+$95.9K
|
+3,468
|
+8%
|
|
|
63
|
WESPAC Advisors
Orinda,
California
|
$1.39M
|
-$13.8K
|
-500
|
-1%
|
|
|
64
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$1.29M
|
–
|
–
|
–
|
|
|
65
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.26M
|
-$12.1K
|
-436
|
-1%
|
|
|
66
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.25M
|
+$194
|
+7
|
+0%
|
|
|
67
|
Comerica Bank
Dallas,
Texas
|
$1.22M
|
+$30.4K
|
+1,100
|
+3%
|
|
|
68
|
Crawford Fund Management
Boston,
Massachusetts
|
$1.2M
|
–
|
–
|
–
|
|
|
69
|
HBW Advisory Services
Simi Valley,
California
|
$1.2M
|
+$573K
|
+20,708
|
+109%
|
|
|
70
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$1.14M
|
+$211K
|
+7,625
|
+25%
|
|
|
71
|
|
$1.13M
|
–
|
–
|
–
|
|
|
72
|
Valmark Advisers
Akron,
Ohio
|
$1.12M
|
+$482K
|
+17,432
|
+89%
|
|
|
73
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$1.12M
|
–
|
–
|
–
|
|
|
74
|
CWC Advisors
Lake Oswego,
Oregon
|
$1.09M
|
+$1M
|
+36,294
|
New
|
|
|
75
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$1.02M
|
+$9.26K
|
+335
|
+1%
|
|
