|
51
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$3.14M
|
+$265K
|
+9,576
|
+9%
|
|
|
52
|
Truist Financial
Charlotte,
North Carolina
|
$2.94M
|
+$2.95M
|
+106,590
|
New
|
|
|
53
|
|
$2.92M
|
+$2.93M
|
+105,752
|
New
|
|
|
54
|
Kingfisher Capital
Charlotte,
North Carolina
|
$2.92M
|
-$45K
|
-1,626
|
-2%
|
|
|
55
|
SigFig Wealth Management
San Francisco,
California
|
$2.7M
|
+$132K
|
+4,752
|
+5%
|
|
|
56
|
Peak Financial Management
Wellesley,
Massachusetts
|
$2.69M
|
+$2.69M
|
+97,190
|
New
|
|
|
57
|
Mosaic Financial Partners
San Francisco,
California
|
$2.65M
|
-$134K
|
-4,832
|
-5%
|
|
|
58
|
Strategic Advisors
New York
|
$2.08M
|
+$101K
|
+3,630
|
+5%
|
|
|
59
|
|
$2.01M
|
+$2.01M
|
+72,678
|
New
|
|
|
60
|
FC Advisory
West Chester,
Pennsylvania
|
$2M
|
+$166K
|
+5,996
|
+9%
|
|
|
61
|
William Blair & Company
Chicago,
Illinois
|
$1.97M
|
+$1.15M
|
+41,700
|
+141%
|
|
|
62
|
AE Wealth Management
Topeka,
Kansas
|
$1.95M
|
+$574K
|
+20,724
|
+42%
|
|
|
63
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$1.87M
|
+$1.89M
|
+68,266
|
New
|
|
|
64
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$1.85M
|
+$559K
|
+20,194
|
+43%
|
|
|
65
|
MML Investors Services
Springfield,
Massachusetts
|
$1.84M
|
+$151K
|
+5,456
|
+9%
|
|
|
66
|
Horan Capital Management
Hunt Valley,
Maryland
|
$1.78M
|
+$99.2K
|
+3,584
|
+6%
|
|
|
67
|
Empirical Wealth Management
Seattle,
Washington
|
$1.78M
|
+$2.27K
|
+82
|
+0.1%
|
|
|
68
|
WealthSource Partners
San Luis Obispo,
California
|
$1.77M
|
+$65.7K
|
+2,372
|
+4%
|
|
|
69
|
|
$1.75M
|
+$274K
|
+9,900
|
+19%
|
|
|
70
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.7M
|
+$11.1K
|
+402
|
+0.7%
|
|
|
71
|
Alesco Advisors
Pittsford,
New York
|
$1.66M
|
+$36.4K
|
+1,314
|
+2%
|
|
|
72
|
Aspiriant LLC
Los Angeles,
California
|
$1.66M
|
-$8.11M
|
-292,872
|
-83%
|
|
|
73
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1.65M
|
-$38.7K
|
-1,398
|
-2%
|
|
|
74
|
Roundview Capital
Princeton,
New Jersey
|
$1.59M
|
+$13.1K
|
+474
|
+0.8%
|
|
|
75
|
Callahan Advisors
Houston,
Texas
|
$1.48M
|
+$90.3K
|
+3,260
|
+6%
|
|
