|
51
|
Regis Management Company
Menlo Park,
California
|
$5.93M
|
-$160K
|
-2,014
|
-3%
|
|
|
52
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.92M
|
+$138K
|
+1,729
|
+2%
|
|
|
53
|
Avantax Advisory Services
Dallas,
Texas
|
$5.9M
|
+$437K
|
+5,493
|
+8%
|
|
|
54
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$5.86M
|
+$179K
|
+2,246
|
+3%
|
|
|
55
|
Avidian Wealth Enterprises
Houston,
Texas
|
$5.77M
|
+$143K
|
+1,796
|
+2%
|
|
|
56
|
M&T Bank
Buffalo,
New York
|
$5.52M
|
+$264K
|
+3,319
|
+5%
|
|
|
57
|
Veritable
Wilmington,
Delaware
|
$5.48M
|
+$103K
|
+1,300
|
+2%
|
|
|
58
|
|
$5.44M
|
+$1.03M
|
+12,998
|
+23%
|
|
|
59
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$5.32M
|
-$587K
|
-7,378
|
-10%
|
|
|
60
|
TAP Consulting
Kirkwood,
Missouri
|
$5.3M
|
-$1.19M
|
-14,932
|
-18%
|
|
|
61
|
KCM Investment Advisors
Greenbrae,
California
|
$5.15M
|
+$592K
|
+7,446
|
+13%
|
|
|
62
|
Ascent Group
Virginia Beach,
Virginia
|
$5.14M
|
+$4.74M
|
+59,528
|
New
|
|
|
63
|
Kestra Advisory Services
Austin,
Texas
|
$5.03M
|
+$348K
|
+4,372
|
+7%
|
|
|
64
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$4.73M
|
-$167K
|
-2,105
|
-3%
|
|
|
65
|
FundX Investment Group
San Francisco,
California
|
$4.59M
|
+$4.7M
|
+59,125
|
New
|
|
|
66
|
GoalFusion Wealth Management
Austin,
Texas
|
$4.48M
|
+$5.24M
|
+65,881
|
New
|
|
|
67
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$4.46M
|
+$189K
|
+2,380
|
+4%
|
|
|
68
|
Roundview Capital
Princeton,
New Jersey
|
$4.44M
|
+$32.9K
|
+413
|
+0.7%
|
|
|
69
|
Shilanski & Associates
Anchorage,
Alaska
|
$4.39M
|
+$85.9K
|
+1,080
|
+2%
|
|
|
70
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.97M
|
–
|
–
|
–
|
|
|
71
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.82M
|
+$2.89M
|
+36,379
|
+283%
|
|
|
72
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$3.7M
|
+$3M
|
+37,727
|
+931%
|
|
|
73
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$3.69M
|
-$277K
|
-3,479
|
-8%
|
|
|
74
|
Hollencrest Capital Management
Newport Beach,
California
|
$3.63M
|
+$662K
|
+8,325
|
+22%
|
|
|
75
|
Mercer Global Advisors
Denver,
Colorado
|
$3.54M
|
+$110K
|
+1,380
|
+3%
|
|
