|
51
|
Williams & Novak
Westlake Village,
California
|
$820K
|
-$128K
|
-5,500
|
-14%
|
|
|
52
|
Mattern Capital Management
Lakewood,
Colorado
|
$764K
|
+$60.5K
|
+2,599
|
+9%
|
|
|
53
|
Nautilus Advisors
La Jolla,
California
|
$737K
|
-$156K
|
-6,709
|
-18%
|
|
|
54
|
Envestnet Asset Management
Chicago,
Illinois
|
$735K
|
-$38.1M
|
-1,635,710
|
-98%
|
|
|
55
|
Greykasell Wealth Strategies
Danville,
California
|
$657K
|
-$364K
|
-15,629
|
-36%
|
|
|
56
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$629K
|
+$376K
|
+16,142
|
+159%
|
|
|
57
|
Dimension Capital Management
Coral Gables,
Florida
|
$627K
|
–
|
–
|
–
|
|
|
58
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$612K
|
+$80.1K
|
+3,437
|
+16%
|
|
|
59
|
Omega Financial Group
Santa Barbara,
California
|
$602K
|
+$3.17K
|
+136
|
+0.5%
|
|
|
60
|
Atlas Legacy Advisors
Los Angeles,
California
|
$594K
|
+$167K
|
+7,177
|
+41%
|
|
|
61
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$586K
|
-$491K
|
-21,061
|
-46%
|
|
|
62
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$570K
|
–
|
–
|
–
|
|
|
63
|
NWF Advisory Services
Los Angeles,
California
|
$554K
|
–
|
–
|
–
|
|
|
64
|
Fisher Asset Management
Camas,
Washington
|
$526K
|
-$93.2K
|
-4,000
|
-15%
|
|
|
65
|
Journey Strategic Wealth
Summit,
New Jersey
|
$505K
|
-$73.4K
|
-3,150
|
-13%
|
|
|
66
|
Equitable Holdings
New York
|
$503K
|
+$3.87K
|
+166
|
+0.8%
|
|
|
67
|
Raymond James Financial
St Petersburg,
Florida
|
$487K
|
+$57.4K
|
+2,464
|
+14%
|
|
|
68
|
Sweeney & Michel
Chico,
California
|
$482K
|
–
|
–
|
–
|
|
|
69
|
BCS Private Wealth Management
Rumson,
New Jersey
|
$478K
|
–
|
–
|
–
|
|
|
70
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$473K
|
-$2.75K
|
-118
|
-0.6%
|
|
|
71
|
Creative Planning
Overland Park,
Kansas
|
$454K
|
+$14.7K
|
+631
|
+3%
|
|
|
72
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$453K
|
-$118K
|
-5,058
|
-21%
|
|
|
73
|
Crossmark Global Holdings
Houston,
Texas
|
$432K
|
-$196K
|
-8,397
|
-32%
|
|
|
74
|
Savvy Advisors Inc
New York
|
$415K
|
+$404K
|
+17,352
|
New
|
|
|
75
|
Avantax Planning Partners
Dubuque,
Iowa
|
$365K
|
-$1.33K
|
-57
|
-0.4%
|
|
