|
51
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$1.37M
|
-$1.68M
|
-57,660
|
-55%
|
|
|
52
|
Walker Asset Management
Verona,
Missouri
|
$1.33M
|
-$79.4K
|
-2,730
|
-6%
|
|
|
53
|
Corient Private Wealth
Miami,
Florida
|
$1.28M
|
+$1.27M
|
+43,740
|
New
|
|
|
54
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.27M
|
+$24.7K
|
+850
|
+2%
|
|
|
55
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$1.14M
|
–
|
–
|
–
|
|
|
56
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.13M
|
+$91.6K
|
+3,150
|
+9%
|
|
|
57
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.12M
|
-$4.66K
|
-160
|
-0.4%
|
|
|
58
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.12M
|
–
|
–
|
–
|
|
|
59
|
Oppenheimer & Co
New York
|
$1.07M
|
-$21.2K
|
-730
|
-2%
|
|
|
60
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.02M
|
+$165K
|
+5,670
|
+19%
|
|
|
61
|
Lido Advisors
Los Angeles,
California
|
$969K
|
+$253K
|
+8,680
|
+35%
|
|
|
62
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$922K
|
+$167K
|
+5,750
|
+22%
|
|
|
63
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$917K
|
-$1.71M
|
-58,660
|
-65%
|
|
|
64
|
&Partners
Nashville,
Tennessee
|
$910K
|
-$20.4K
|
-700
|
-2%
|
|
|
65
|
Beacon Pointe Advisors
Newport Beach,
California
|
$877K
|
–
|
–
|
–
|
|
|
66
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$876K
|
-$31.4K
|
-1,080
|
-3%
|
|
|
67
|
Citadel Advisors
Miami,
Florida
|
$863K
|
+$861K
|
+29,590
|
New
|
|
|
68
|
UMB Bank
Kansas City,
Missouri
|
$846K
|
–
|
–
|
–
|
|
|
69
|
Snowden Capital Advisors
New York
|
$836K
|
+$123K
|
+4,230
|
+17%
|
|
|
70
|
CRA Financial Services
Northfield,
New Jersey
|
$832K
|
+$582
|
+20
|
+0.1%
|
|
|
71
|
TrinityPoint Wealth
Milford,
Connecticut
|
$787K
|
-$31.1K
|
-1,070
|
-4%
|
|
|
72
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$703K
|
+$58.5K
|
+2,010
|
+9%
|
|
|
73
|
Sensible Money
Scottsdale,
Arizona
|
$683K
|
–
|
–
|
–
|
|
|
74
|
Advisory Services Network
Atlanta,
Georgia
|
$671K
|
+$46.3K
|
+1,590
|
+7%
|
|
|
75
|
Mariner
Overland Park,
Kansas
|
$666K
|
-$147K
|
-5,060
|
-18%
|
|
