|
51
|
Corient Private Wealth
Miami,
Florida
|
$267K
|
+$304K
|
+28,256
|
+113%
|
|
|
52
|
MB Generational Wealth
Spokane,
Washington
|
$257K
|
+$6.39K
|
+594
|
+2%
|
|
|
53
|
Trillium Asset Management
Boston,
Massachusetts
|
$243K
|
–
|
–
|
–
|
|
|
54
|
Wheels Up Wealth
Benicia,
California
|
$234K
|
-$33.7K
|
-3,137
|
-12%
|
|
|
55
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$201K
|
+$463
|
+43
|
+0.2%
|
|
|
56
|
BetterWealth
San Jose,
California
|
$195K
|
-$1.55K
|
-144
|
-0.8%
|
|
|
57
|
Fidelis Capital Partners
Tampa,
Florida
|
$195K
|
+$203K
|
+18,885
|
New
|
|
|
58
|
Cloud Capital Management
Seattle,
Washington
|
$186K
|
+$196K
|
+18,194
|
New
|
|
|
59
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$176K
|
+$3.56K
|
+331
|
+2%
|
|
|
60
|
JDH Wealth Management
Santa Rosa,
California
|
$170K
|
–
|
–
|
–
|
|
|
61
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$164K
|
+$171K
|
+15,904
|
New
|
|
|
62
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$161K
|
-$236K
|
-21,901
|
-58%
|
|
|
63
|
Modern Wealth Management
Lenexa,
Kansas
|
$152K
|
-$224K
|
-20,804
|
-59%
|
|
|
64
|
|
$150K
|
-$7.98K
|
-742
|
-5%
|
|
|
65
|
Miracle Mile Advisors
Los Angeles,
California
|
$148K
|
+$154K
|
+14,360
|
New
|
|
|
66
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$147K
|
–
|
–
|
–
|
|
|
67
|
Quantinno Capital Management
New York
|
$141K
|
+$147K
|
+13,680
|
New
|
|
|
68
|
Caprock Group
Boise,
Idaho
|
$116K
|
+$1.1K
|
+102
|
+0.9%
|
|
|
69
|
MAI Capital Management
Independence,
Ohio
|
$95.3K
|
+$226
|
+21
|
+0.2%
|
|
|
70
|
Advisornet Financial
Minnetonka,
Minnesota
|
$93.9K
|
-$65.9K
|
-6,121
|
-40%
|
|
|
71
|
American Capital Advisory
Ketchum,
Idaho
|
$80.6K
|
+$84K
|
+7,806
|
New
|
|
|
72
|
Greykasell Wealth Strategies
Danville,
California
|
$74.1K
|
–
|
–
|
–
|
|
|
73
|
Aspect Partners
Fairfax,
Virginia
|
$70.2K
|
–
|
–
|
–
|
|
|
74
|
|
$70.1K
|
–
|
–
|
–
|
|
|
75
|
Westfuller Advisors
New York
|
$57.1K
|
+$59.4K
|
+5,523
|
New
|
|
