|
26
|
Holistic Planning
Nacogdoches,
Texas
|
$554K
|
-$83.8K
|
-2,461
|
-15%
|
|
|
27
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$532K
|
–
|
–
|
–
|
|
|
28
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$454K
|
–
|
–
|
–
|
|
|
29
|
GTS Securities
Miami,
Florida
|
$447K
|
+$66.8K
|
+1,962
|
+21%
|
|
|
30
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$435K
|
+$11.2K
|
+330
|
+3%
|
|
|
31
|
Envestnet Asset Management
Chicago,
Illinois
|
$395K
|
+$1.26K
|
+37
|
+0.4%
|
|
|
32
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$375K
|
–
|
–
|
–
|
|
|
33
|
Harbour Investments
Madison,
Wisconsin
|
$359K
|
+$15.6K
|
+457
|
+5%
|
|
|
34
|
Pacific Asset Management
Gig Harbor,
Washington
|
$326K
|
–
|
–
|
–
|
|
|
35
|
|
$301K
|
+$260K
|
+7,620
|
New
|
|
|
36
|
Concurrent Investment Advisors
Tampa,
Florida
|
$282K
|
–
|
–
|
–
|
|
|
37
|
Gables Capital Management
Miami,
Florida
|
$279K
|
+$20.3K
|
+595
|
+9%
|
|
|
38
|
Trilogy Capital
Irvine,
California
|
$261K
|
+$225K
|
+6,611
|
New
|
|
|
39
|
Weaver Consulting Group
Huntington Beach,
California
|
$242K
|
+$209K
|
+6,138
|
New
|
|
|
40
|
MML Investors Services
Springfield,
Massachusetts
|
$235K
|
-$90.2K
|
-2,649
|
-31%
|
|
|
41
|
Commerce Bank
Kansas City,
Missouri
|
$219K
|
+$189K
|
+5,553
|
New
|
|
|
42
|
Sage Capital Management
Stockton,
New Jersey
|
$217K
|
+$188K
|
+5,507
|
New
|
|
|
43
|
J.W. Burns & Co
Dewitt,
New York
|
$213K
|
+$184K
|
+5,400
|
New
|
|
|
44
|
Advance Capital Management
Southfield,
Michigan
|
$206K
|
+$178K
|
+5,230
|
New
|
|
|
45
|
Private Advisor Group
Morristown,
New Jersey
|
$204K
|
+$176K
|
+5,168
|
New
|
|
|
46
|
Seaside Wealth Management
Carlsbad,
California
|
$200K
|
+$173K
|
+5,076
|
New
|
|
|
47
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$189K
|
-$1.87K
|
-55
|
-1%
|
|
|
48
|
MAI Capital Management
Independence,
Ohio
|
$172K
|
+$17.1K
|
+503
|
+13%
|
|
|
49
|
Steward Partners Investment Advisory
New York
|
$151K
|
-$19.7K
|
-578
|
-13%
|
|
|
50
|
Rockefeller Capital Management
New York
|
$136K
|
-$3.31K
|
-97
|
-3%
|
|
