|
51
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$7.2M
|
+$6.93M
|
+258,040
|
New
|
|
|
52
|
Congress Asset Management
Boston,
Massachusetts
|
$7.19M
|
-$788K
|
-29,343
|
-10%
|
|
|
53
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$6.7M
|
–
|
–
|
–
|
|
|
54
|
Performa Ltd (US)
Charleston,
South Carolina
|
$6.68M
|
+$1.7M
|
+63,180
|
+34%
|
|
|
55
|
RWA Wealth Partners
Newton,
Massachusetts
|
$6.6M
|
+$6.35M
|
+236,403
|
New
|
|
|
56
|
Avitas Wealth Management
Los Angeles,
California
|
$6.46M
|
+$6.42M
|
+239,216
|
New
|
|
|
57
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$6.24M
|
+$6.2M
|
+230,892
|
New
|
|
|
58
|
|
$6.19M
|
-$712K
|
-26,538
|
-10%
|
|
|
59
|
Symphony Financial
Houston,
Texas
|
$6.14M
|
-$152K
|
-5,662
|
-2%
|
|
|
60
|
Darwin Wealth Management
Tampa,
Florida
|
$5.95M
|
-$414K
|
-15,429
|
-7%
|
|
|
61
|
FAS Wealth Partners
Leawood,
Kansas
|
$5.72M
|
+$1.37M
|
+51,126
|
+32%
|
|
|
62
|
Essex LLC
Deer Park,
Illinois
|
$5.55M
|
-$821K
|
-30,592
|
-13%
|
|
|
63
|
Blue Edge Capital
Richmond,
Virginia
|
$5.32M
|
+$386K
|
+14,364
|
+8%
|
|
|
64
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$5.08M
|
-$607K
|
-22,617
|
-11%
|
|
|
65
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$5M
|
+$365K
|
+13,614
|
+8%
|
|
|
66
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$4.86M
|
-$9.61K
|
-358
|
-0.2%
|
|
|
67
|
Stifel Financial
St. Louis,
Missouri
|
$4.7M
|
-$943K
|
-35,116
|
-17%
|
|
|
68
|
WrapManager Inc
Mill Valley,
California
|
$4.67M
|
-$1.07M
|
-39,843
|
-19%
|
|
|
69
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$4.35M
|
+$602K
|
+22,437
|
+16%
|
|
|
70
|
M Holdings Securities
Portland,
Oregon
|
$4.22M
|
-$12.1K
|
-451
|
-0.3%
|
|
|
71
|
Wela Strategies
Atlanta,
Georgia
|
$4.22M
|
-$20.6K
|
-766
|
-0.5%
|
|
|
72
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$4.19M
|
-$150K
|
-5,573
|
-3%
|
|
|
73
|
GeoWealth Management
Chicago,
Illinois
|
$4.17M
|
+$220K
|
+8,186
|
+6%
|
|
|
74
|
Atria Investments
Charlotte,
North Carolina
|
$4.14M
|
+$1.41M
|
+52,392
|
+52%
|
|
|
75
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$4.05M
|
+$158K
|
+5,902
|
+4%
|
|
