|
51
|
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
|
$103M
|
+$2.66M
|
+80,541
|
+3%
|
|
|
52
|
Catalyst Capital Advisors
Huntington,
New York
|
$102M
|
-$6.71M
|
-203,215
|
-6%
|
|
|
53
|
Millburn Ridgefield Corp
New York
|
$102M
|
-$6.71M
|
-203,215
|
-6%
|
|
|
54
|
New Capital Management
Houston,
Texas
|
$101M
|
+$5.4M
|
+163,341
|
+6%
|
|
|
55
|
BetterWealth
San Jose,
California
|
$100M
|
+$1.19M
|
+35,964
|
+1%
|
|
|
56
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$99.3M
|
-$994K
|
-30,080
|
-1%
|
|
|
57
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$98.6M
|
+$1.69M
|
+51,050
|
+2%
|
|
|
58
|
DecisionPoint Financial
Mesa,
Arizona
|
$98.1M
|
+$4.22M
|
+127,839
|
+5%
|
|
|
59
|
Core Wealth Management
Jupiter,
Florida
|
$97.8M
|
–
|
–
|
–
|
|
|
60
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$94.9M
|
-$60.5M
|
-1,832,027
|
-40%
|
|
|
61
|
AWM Capital
Phoenix,
Arizona
|
$93.9M
|
+$5.59M
|
+169,337
|
+7%
|
|
|
62
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$93.6M
|
-$2.42M
|
-73,338
|
-3%
|
|
|
63
|
Warwick Investment Management
Bryan,
Texas
|
$92M
|
-$454K
|
-13,742
|
-0.5%
|
|
|
64
|
RAM Investment Partners
Bellevue,
Washington
|
$88.2M
|
+$4.31M
|
+130,625
|
+5%
|
|
|
65
|
LRI Investments
Palm Beach Gardens,
Florida
|
$88.1M
|
+$1.81M
|
+54,750
|
+2%
|
|
|
66
|
Safeguard Investment Advisory Group
Corona,
California
|
$86.9M
|
+$3.36M
|
+101,760
|
+4%
|
|
|
67
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$86.2M
|
+$52.2K
|
+1,580
|
+0.1%
|
|
|
68
|
Zhang Financial
Portage,
Michigan
|
$85.2M
|
+$8.83M
|
+267,310
|
+12%
|
|
|
69
|
GeoWealth Management
Chicago,
Illinois
|
$84.1M
|
-$11.9M
|
-360,033
|
-13%
|
|
|
70
|
Waypoint Wealth Partners
Mill Valley,
California
|
$82.6M
|
+$1.85M
|
+56,039
|
+2%
|
|
|
71
|
Osaic Holdings
Scottsdale,
Arizona
|
$82.4M
|
-$6.18M
|
-187,076
|
-7%
|
|
|
72
|
Creative Planning
Overland Park,
Kansas
|
$80.5M
|
+$1.75M
|
+53,028
|
+2%
|
|
|
73
|
Eaton-Cambridge
Phoenix,
Arizona
|
$79.9M
|
+$918K
|
+27,804
|
+1%
|
|
|
74
|
Heritage Investment Group
Pompano Beach,
Florida
|
$78.5M
|
+$417K
|
+12,624
|
+0.6%
|
|
|
75
|
Park Avenue Securities
New York
|
$78M
|
+$4.35M
|
+131,600
|
+6%
|
|
