|
51
|
M&T Bank
Buffalo,
New York
|
$7.45M
|
+$553K
|
+5,197
|
+8%
|
|
|
52
|
Regis Management Company
Menlo Park,
California
|
$7.44M
|
-$83K
|
-780
|
-1%
|
|
|
53
|
Kestra Advisory Services
Austin,
Texas
|
$7.44M
|
+$1.3M
|
+12,201
|
+20%
|
|
|
54
|
BFSG LLC
Irvine,
California
|
$7.17M
|
+$669K
|
+6,291
|
+10%
|
|
|
55
|
ALPS Advisors
Denver,
Colorado
|
$7.15M
|
-$100K
|
-940
|
-1%
|
|
|
56
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$6.57M
|
-$58.4K
|
-549
|
-0.8%
|
|
|
57
|
Avidian Wealth Enterprises
Houston,
Texas
|
$6.43M
|
-$2.07M
|
-19,431
|
-23%
|
|
|
58
|
Avantax Advisory Services
Dallas,
Texas
|
$6.4M
|
-$1.76M
|
-16,508
|
-21%
|
|
|
59
|
TAP Consulting
Kirkwood,
Missouri
|
$6.39M
|
-$45.3K
|
-426
|
-0.7%
|
|
|
60
|
One Capital Management
Westlake Village,
California
|
$6.29M
|
-$136K
|
-1,283
|
-2%
|
|
|
61
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$6.27M
|
+$3.11M
|
+29,250
|
+91%
|
|
|
62
|
Roundview Capital
Princeton,
New Jersey
|
$5.98M
|
-$18.8K
|
-177
|
-0.3%
|
|
|
63
|
KCM Investment Advisors
Greenbrae,
California
|
$5.95M
|
-$1.36M
|
-12,801
|
-18%
|
|
|
64
|
Veritable
Wilmington,
Delaware
|
$5.85M
|
–
|
–
|
–
|
|
|
65
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$5.8M
|
-$521K
|
-4,897
|
-8%
|
|
|
66
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$5.54M
|
+$88.9K
|
+836
|
+2%
|
|
|
67
|
Creative Planning
Overland Park,
Kansas
|
$5.45M
|
+$851K
|
+8,002
|
+18%
|
|
|
68
|
Independent Financial Group
San Diego,
California
|
$5.42M
|
-$1.14M
|
-10,690
|
-17%
|
|
|
69
|
GoalFusion Wealth Management
Austin,
Texas
|
$5.39M
|
+$247K
|
+2,320
|
+5%
|
|
|
70
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$5.1M
|
+$1.14M
|
+10,752
|
+27%
|
|
|
71
|
Polianta Ltd
St Helier,
Jersey
|
$4.77M
|
+$957K
|
+9,000
|
+24%
|
|
|
72
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$4.59M
|
+$235K
|
+2,208
|
+5%
|
|
|
73
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$4.46M
|
+$99.8K
|
+938
|
+2%
|
|
|
74
|
Consolidated Capital Management
Burbank,
California
|
$4.42M
|
-$1.51M
|
-14,150
|
-25%
|
|
|
75
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$4.33M
|
-$161K
|
-1,513
|
-3%
|
|
