|
51
|
Red Mountain Financial
Fort Collins,
Colorado
|
$1.17M
|
+$1.18M
|
+38,958
|
New
|
|
|
52
|
Stifel Financial
St. Louis,
Missouri
|
$1.16M
|
-$558K
|
-18,388
|
-32%
|
|
|
53
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.16M
|
+$16.7K
|
+550
|
+1%
|
|
|
54
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$1.14M
|
+$91
|
+3
|
+0%
|
|
|
55
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.14M
|
-$35.7K
|
-1,177
|
-3%
|
|
|
56
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$1.12M
|
+$28.3K
|
+932
|
+3%
|
|
|
57
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.12M
|
–
|
–
|
–
|
|
|
58
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$1.06M
|
-$139K
|
-4,580
|
-11%
|
|
|
59
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$1M
|
-$73.6K
|
-2,425
|
-7%
|
|
|
60
|
Lido Advisors
Los Angeles,
California
|
$988K
|
-$59.3K
|
-1,956
|
-6%
|
|
|
61
|
Beacon Pointe Advisors
Newport Beach,
California
|
$902K
|
–
|
–
|
–
|
|
|
62
|
UMB Bank
Kansas City,
Missouri
|
$871K
|
–
|
–
|
–
|
|
|
63
|
|
$865K
|
+$874K
|
+28,807
|
New
|
|
|
64
|
CRA Financial Services
Northfield,
New Jersey
|
$822K
|
-$33K
|
-1,087
|
-4%
|
|
|
65
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$800K
|
+$5.07K
|
+167
|
+0.6%
|
|
|
66
|
&Partners
Nashville,
Tennessee
|
$799K
|
-$34.3K
|
-1,130
|
-4%
|
|
|
67
|
TrinityPoint Wealth
Milford,
Connecticut
|
$730K
|
-$1.21K
|
-40
|
-0.2%
|
|
|
68
|
Sensible Money
Scottsdale,
Arizona
|
$703K
|
–
|
–
|
–
|
|
|
69
|
Corient Private Wealth
Miami,
Florida
|
$695K
|
-$346K
|
-11,420
|
-33%
|
|
|
70
|
Cascade Wealth Advisors
Wenatchee,
Washington
|
$678K
|
–
|
–
|
–
|
|
|
71
|
Choreo LLC
Rockford,
Illinois
|
$670K
|
+$74.3K
|
+2,450
|
+12%
|
|
|
72
|
Freedom Investment Management
Hartford,
Connecticut
|
$670K
|
-$118K
|
-3,904
|
-15%
|
|
|
73
|
Advisory Services Network
Atlanta,
Georgia
|
$668K
|
-$11.8K
|
-389
|
-2%
|
|
|
74
|
Mariner
Overland Park,
Kansas
|
$592K
|
+$45.5K
|
+1,500
|
+8%
|
|
|
75
|
Quantinno Capital Management
New York
|
$591K
|
+$597K
|
+19,681
|
New
|
|
