|
51
|
Apella Capital
West Hartford,
Connecticut
|
$1.7M
|
+$806K
|
+8,008
|
+89%
|
|
|
52
|
Quantinno Capital Management
New York
|
$1.61M
|
+$452K
|
+4,494
|
+38%
|
|
|
53
|
Synergy Financial Group
San Ramon,
California
|
$1.53M
|
+$1.55M
|
+15,453
|
New
|
|
|
54
|
Mariner
Overland Park,
Kansas
|
$1.51M
|
-$155K
|
-1,540
|
-9%
|
|
|
55
|
Ducere Wealth Management
Newport Beach,
California
|
$1.5M
|
+$7.65K
|
+76
|
+0.5%
|
|
|
56
|
Savvy Advisors Inc
New York
|
$1.44M
|
+$73.7K
|
+732
|
+5%
|
|
|
57
|
Freestone Capital Holdings
Seattle,
Washington
|
$1.43M
|
+$1.45M
|
+14,402
|
New
|
|
|
58
|
Ariston Services Group
San Diego,
California
|
$1.29M
|
-$979K
|
-9,735
|
Closed
|
|
|
59
|
Valmark Advisers
Akron,
Ohio
|
$1.23M
|
+$465K
|
+4,623
|
+59%
|
|
|
60
|
Platt Wealth Management
San Diego,
California
|
$1.2M
|
+$1.22M
|
+12,140
|
New
|
|
|
61
|
EP Wealth Advisors
Torrance,
California
|
$1.2M
|
-$16.8K
|
-167
|
-1%
|
|
|
62
|
Values Added Financial
Washington,
District of Columbia
|
$1.19M
|
+$1.21M
|
+11,991
|
New
|
|
|
63
|
Meridian Wealth Management
Lexington,
Kentucky
|
$1.16M
|
–
|
–
|
–
|
|
|
64
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.09M
|
-$213K
|
-2,117
|
-16%
|
|
|
65
|
WESPAC Advisors SoCal
Pasadena,
California
|
$1.07M
|
-$124K
|
-1,233
|
-10%
|
|
|
66
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$1.06M
|
+$5.43K
|
+54
|
+0.5%
|
|
|
67
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1M
|
+$275K
|
+2,738
|
+37%
|
|
|
68
|
Integrity Investment Advisors
Fort Collins,
Colorado
|
$971K
|
+$633K
|
+6,291
|
+179%
|
|
|
69
|
|
$963K
|
+$977K
|
+9,713
|
+323,767%
|
|
|
70
|
Sand Hill Global Advisors
Palo Alto,
California
|
$940K
|
-$17.6K
|
-175
|
-2%
|
|
|
71
|
Catalyst Private Wealth
San Mateo,
California
|
$938K
|
+$402
|
+4
|
+0%
|
|
|
72
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$892K
|
+$350K
|
+3,478
|
+63%
|
|
|
73
|
AQR Capital Management
Greenwich,
Connecticut
|
$860K
|
-$60K
|
-596
|
-6%
|
|
|
74
|
Oppenheimer & Co
New York
|
$852K
|
+$182K
|
+1,812
|
+27%
|
|
|
75
|
Sweeney & Michel
Chico,
California
|
$845K
|
+$235K
|
+2,335
|
+38%
|
|
