|
51
|
Freedom Day Solutions
Houston,
Texas
|
$9.13M
|
+$89.1K
|
+1,538
|
+1%
|
|
|
52
|
Cornerstone Management
Duluth,
Georgia
|
$8.79M
|
+$415K
|
+7,161
|
+5%
|
|
|
53
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$8.45M
|
+$8.43M
|
+145,666
|
+8,981%
|
|
|
54
|
Atomi Financial Group
New York
|
$8.04M
|
-$665K
|
-11,485
|
-8%
|
|
|
55
|
|
$7.83M
|
-$3.84M
|
-66,388
|
-33%
|
|
|
56
|
ERn Financial LLC
Middleton,
Wisconsin
|
$7.34M
|
+$134K
|
+2,320
|
+2%
|
|
|
57
|
Moody National Bank Trust Division
Galveston,
Texas
|
$7.33M
|
-$3.02M
|
-52,084
|
-29%
|
|
|
58
|
Creative Planning
Overland Park,
Kansas
|
$7.18M
|
+$105K
|
+1,806
|
+1%
|
|
|
59
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$6.6M
|
-$509K
|
-8,793
|
-7%
|
|
|
60
|
TPG Financial Advisors
Portland,
Oregon
|
$6.5M
|
+$598K
|
+10,326
|
+10%
|
|
|
61
|
Avior Wealth Management
Omaha,
Nebraska
|
$6.42M
|
-$1.29M
|
-22,362
|
-17%
|
|
|
62
|
Blueprint Financial Advisors
Greensboto,
North Carolina
|
$6.14M
|
+$1.38M
|
+23,746
|
+28%
|
|
|
63
|
Mariner
Overland Park,
Kansas
|
$6.1M
|
+$262K
|
+4,532
|
+4%
|
|
|
64
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.08M
|
+$165K
|
+2,853
|
+3%
|
|
|
65
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.84M
|
+$3.15M
|
+54,394
|
+113%
|
|
|
66
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$5.73M
|
+$5.83M
|
+100,663
|
New
|
|
|
67
|
Peak Financial Management
Wellesley,
Massachusetts
|
$5.63M
|
+$102K
|
+1,753
|
+2%
|
|
|
68
|
Rialto Wealth Management
Syracuse,
New York
|
$5.61M
|
+$557K
|
+9,623
|
+11%
|
|
|
69
|
Cornerstone Partners Capital Management
Charlottesville,
Virginia
|
$5.53M
|
–
|
–
|
–
|
|
|
70
|
Focus Partners Wealth
Boston,
Massachusetts
|
$4.93M
|
+$881K
|
+15,216
|
+21%
|
|
|
71
|
Rockefeller Capital Management
New York
|
$4.84M
|
+$617K
|
+10,655
|
+14%
|
|
|
72
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$4.53M
|
+$310K
|
+5,345
|
+7%
|
|
|
73
|
Wells Fargo
San Francisco,
California
|
$4.35M
|
+$465K
|
+8,022
|
+12%
|
|
|
74
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$4.32M
|
-$156K
|
-2,689
|
-3%
|
|
|
75
|
Prosperity Planning
Kansas City,
Missouri
|
$4.28M
|
+$271K
|
+4,684
|
+7%
|
|
