|
51
|
Vista Capital Partners
Portland,
Oregon
|
$8.28M
|
+$90.2K
|
+3,868
|
+1%
|
|
|
52
|
Amicus Financial Advisors
Lubbock,
Texas
|
$8.24M
|
-$150K
|
-6,414
|
-2%
|
|
|
53
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.14M
|
+$570K
|
+24,431
|
+8%
|
|
|
54
|
Rockefeller Capital Management
New York
|
$8.12M
|
-$276K
|
-11,839
|
-3%
|
|
|
55
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$7.97M
|
-$511K
|
-21,920
|
-6%
|
|
|
56
|
Neuberger Berman Group
New York
|
$7.87M
|
-$9.58K
|
-411
|
-0.1%
|
|
|
57
|
|
$6.96M
|
-$606
|
-26
|
-0%
|
|
|
58
|
Upper Left Wealth Management
Tampa,
Florida
|
$6.83M
|
+$226K
|
+9,676
|
+3%
|
|
|
59
|
CoreCap Advisors
Southfield,
Michigan
|
$6.75M
|
+$475K
|
+20,366
|
+8%
|
|
|
60
|
BNP Paribas Financial Markets
Paris,
France
|
$6.71M
|
-$331K
|
-14,177
|
-5%
|
|
|
61
|
Bank of America
Charlotte,
North Carolina
|
$6.71M
|
+$793K
|
+33,997
|
+14%
|
|
|
62
|
White & Co Financial Planning
Sunnyside,
Washington
|
$6.66M
|
+$48.6K
|
+2,084
|
+0.7%
|
|
|
63
|
Passive Capital Management
Baltimore,
Maryland
|
$6.26M
|
-$280K
|
-12,024
|
-4%
|
|
|
64
|
WealthCollab
Bellevue,
Washington
|
$6.21M
|
+$11.4K
|
+489
|
+0.2%
|
|
|
65
|
UBS Group
Zurich,
Switzerland
|
$6.01M
|
-$5.5M
|
-235,749
|
-48%
|
|
|
66
|
Asset Allocation Strategies
Farmington,
Michigan
|
$5.99M
|
+$105K
|
+4,488
|
+2%
|
|
|
67
|
Stanich Group
Montauk,
New York
|
$5.8M
|
+$420K
|
+18,017
|
+8%
|
|
|
68
|
Williams Financial
North Bennington,
Vermont
|
$5.7M
|
+$256K
|
+10,987
|
+5%
|
|
|
69
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$5.7M
|
-$287K
|
-12,323
|
-5%
|
|
|
70
|
Cypress Point Wealth Management
Dallas,
Texas
|
$5.69M
|
+$200K
|
+8,568
|
+4%
|
|
|
71
|
Elevation Wealth Partners
Santa Rosa,
California
|
$5.57M
|
+$97.8K
|
+4,193
|
+2%
|
|
|
72
|
Appleton Partners
Boston,
Massachusetts
|
$5.54M
|
+$106K
|
+4,545
|
+2%
|
|
|
73
|
Frisco Financial Planning
Frisco,
Texas
|
$5.5M
|
+$246K
|
+10,570
|
+5%
|
|
|
74
|
Pure Financial Advisors
San Diego,
California
|
$5.25M
|
+$10.4K
|
+444
|
+0.2%
|
|
|
75
|
Good Steward Wealth Advisors
Clarksville,
Tennessee
|
$5.14M
|
-$20.5K
|
-880
|
-0.4%
|
|
