|
51
|
CPA Asset Management
West Palm Beach,
Florida
|
$1.8M
|
+$1.79M
|
+38,951
|
New
|
|
|
52
|
Applied Capital
Little Rock,
Arkansas
|
$1.79M
|
-$63.8K
|
-1,390
|
-3%
|
|
|
53
|
Foster Group
West Des Moines,
Iowa
|
$1.79M
|
+$1.79M
|
+38,910
|
New
|
|
|
54
|
|
$1.78M
|
-$1.36M
|
-29,674
|
-43%
|
|
|
55
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$1.77M
|
+$85K
|
+1,850
|
+5%
|
|
|
56
|
SC&H Financial Advisors
Sparks,
Maryland
|
$1.75M
|
+$587K
|
+12,783
|
+51%
|
|
|
57
|
WealthSource Partners
San Luis Obispo,
California
|
$1.72M
|
+$1.72M
|
+37,351
|
New
|
|
|
58
|
Samalin Investment Counsel
Chappaqua,
New York
|
$1.61M
|
+$1.18M
|
+25,731
|
+279%
|
|
|
59
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$1.54M
|
+$458K
|
+9,963
|
+42%
|
|
|
60
|
Corient Private Wealth
Miami,
Florida
|
$1.46M
|
+$1.46M
|
+31,706
|
New
|
|
|
61
|
Five Oceans Advisors
Santa Monica,
California
|
$1.36M
|
+$10.2K
|
+223
|
+0.8%
|
|
|
62
|
FirstPurpose Wealth
Orem,
Utah
|
$1.21M
|
+$336K
|
+7,322
|
+39%
|
|
|
63
|
Wolff Wiese Magana
Carslbad,
California
|
$1.17M
|
-$644K
|
-14,021
|
-36%
|
|
|
64
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.08M
|
+$1.07M
|
+23,378
|
New
|
|
|
65
|
Drive Wealth Management
Lehi,
Utah
|
$1.04M
|
+$551
|
+12
|
+0.1%
|
|
|
66
|
Pathstone Family Office
Englewood,
New Jersey
|
$1M
|
–
|
–
|
–
|
|
|
67
|
LVZ Inc
Holland,
Michigan
|
$990K
|
+$65.9K
|
+1,435
|
+7%
|
|
|
68
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$975K
|
-$33K
|
-718
|
-3%
|
|
|
69
|
Index Fund Advisors
Irvine,
California
|
$936K
|
+$932K
|
+20,301
|
New
|
|
|
70
|
LPL Financial
San Diego,
California
|
$936K
|
+$324K
|
+7,049
|
+53%
|
|
|
71
|
|
$876K
|
+$640K
|
+13,929
|
+275%
|
|
|
72
|
Mattern Wealth Management
Lawrence,
Kansas
|
$837K
|
+$446K
|
+9,717
|
+115%
|
|
|
73
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$764K
|
+$762K
|
+16,583
|
New
|
|
|
74
|
Beta Wealth Group
San Diego,
California
|
$738K
|
+$23.4K
|
+509
|
+3%
|
|
|
75
|
Renaissance Technologies
New York
|
$738K
|
+$735K
|
+16,002
|
New
|
|
