|
51
|
Creative Planning
Overland Park,
Kansas
|
$2.88M
|
+$4.86K
|
+66
|
+0.2%
|
|
|
52
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$2.85M
|
-$3.08M
|
-41,800
|
-52%
|
|
|
53
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$2.84M
|
+$2.84M
|
+38,568
|
New
|
|
|
54
|
Wells Fargo
San Francisco,
California
|
$2.83M
|
-$574K
|
-7,791
|
-17%
|
|
|
55
|
Heartland Advisors
Milwaukee,
Wisconsin
|
$2.77M
|
-$186K
|
-2,520
|
-6%
|
|
|
56
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$2.69M
|
+$373K
|
+5,070
|
+16%
|
|
|
57
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$2.63M
|
-$229K
|
-3,104
|
-8%
|
|
|
58
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$2.5M
|
-$80.7K
|
-1,096
|
-3%
|
|
|
59
|
Addison Advisors
Middlebury,
Vermont
|
$2.5M
|
-$15.7K
|
-213
|
-0.6%
|
|
|
60
|
Kestra Advisory Services
Austin,
Texas
|
$2.08M
|
-$4.71K
|
-64
|
-0.2%
|
|
|
61
|
CoreCap Advisors
Southfield,
Michigan
|
$2.03M
|
+$2.03M
|
+27,533
|
New
|
|
|
62
|
CPWM LLC
Seattle,
Washington
|
$1.94M
|
+$1.92M
|
+26,122
|
New
|
|
|
63
|
Bristlecone Advisors
Bellevue,
Washington
|
$1.84M
|
-$165K
|
-2,239
|
-8%
|
|
|
64
|
Camelot Portfolios
Maumee,
Ohio
|
$1.82M
|
+$228K
|
+3,091
|
+14%
|
|
|
65
|
Cetera Advisor Networks
El Segundo,
California
|
$1.79M
|
-$194K
|
-2,637
|
-10%
|
|
|
66
|
Harbour Investments
Madison,
Wisconsin
|
$1.79M
|
-$33.3K
|
-452
|
-2%
|
|
|
67
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$1.7M
|
-$192K
|
-2,608
|
-10%
|
|
|
68
|
Private Advisor Group
Morristown,
New Jersey
|
$1.69M
|
-$565K
|
-7,676
|
-25%
|
|
|
69
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$1.54M
|
-$8.03K
|
-109
|
-0.5%
|
|
|
70
|
Spire Wealth Management
Mclean,
Virginia
|
$1.53M
|
+$206K
|
+2,799
|
+16%
|
|
|
71
|
Colony Group
Boston,
Massachusetts
|
$1.42M
|
+$84.4K
|
+1,146
|
+6%
|
|
|
72
|
Tortoise Investment Management
White Plains,
New York
|
$1.3M
|
–
|
–
|
–
|
|
|
73
|
D'Orazio & Associates
Falls Church,
Virginia
|
$1.23M
|
+$552K
|
+7,500
|
+81%
|
|
|
74
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.16M
|
-$192K
|
-2,603
|
-14%
|
|
|
75
|
Insight Advisors
Newtown,
Pennsylvania
|
$1.14M
|
+$197K
|
+2,679
|
+21%
|
|
