|
51
|
Creative Planning
Overland Park,
Kansas
|
$793K
|
+$383K
|
+2,996
|
+84%
|
|
|
52
|
Csenge Advisory Group
Clearwater,
Florida
|
$751K
|
-$389K
|
-3,042
|
-33%
|
|
|
53
|
Advyzon Investment Management
Lisle,
Illinois
|
$745K
|
+$790K
|
+6,174
|
New
|
|
|
54
|
Envestnet Asset Management
Chicago,
Illinois
|
$686K
|
-$1.19M
|
-9,329
|
-62%
|
|
|
55
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$686K
|
–
|
–
|
–
|
|
|
56
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$670K
|
–
|
–
|
–
|
|
|
57
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$608K
|
–
|
–
|
–
|
|
|
58
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$602K
|
+$152K
|
+1,185
|
+31%
|
|
|
59
|
CX Institutional
Auburn,
Indiana
|
$578K
|
+$545K
|
+4,265
|
+809%
|
|
|
60
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$540K
|
–
|
–
|
–
|
|
|
61
|
Rinkey Investments
San Diego,
California
|
$539K
|
+$50.4K
|
+394
|
+10%
|
|
|
62
|
Ameriprise
Minneapolis,
Minnesota
|
$536K
|
+$17K
|
+133
|
+3%
|
|
|
63
|
Arrow Investment Advisors
Laurel,
Maryland
|
$535K
|
-$7.8K
|
-61
|
-1%
|
|
|
64
|
Scotia Capital
Toronto,
Ontario, Canada
|
$532K
|
+$512
|
+4
|
+0.1%
|
|
|
65
|
Evolution Wealth Advisors
Aventura,
Florida
|
$523K
|
–
|
–
|
–
|
|
|
66
|
Wealth Care LLC
Merritt Island,
Florida
|
$500K
|
+$4.48K
|
+35
|
+0.9%
|
|
|
67
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$492K
|
+$195K
|
+1,522
|
+60%
|
|
|
68
|
Nadler Financial Group
Deerfield,
Illinois
|
$489K
|
–
|
–
|
–
|
|
|
69
|
Mariner
Overland Park,
Kansas
|
$489K
|
-$30.7K
|
-240
|
-6%
|
|
|
70
|
Blue Trust Inc
Alpharetta,
Georgia
|
$487K
|
-$9.59K
|
-75
|
-2%
|
|
|
71
|
RWA Wealth Partners
Newton,
Massachusetts
|
$476K
|
–
|
–
|
–
|
|
|
72
|
Israel Discount Bank of New York
New York
|
$473K
|
–
|
–
|
–
|
|
|
73
|
Jones Financial Companies
Des Peres,
Missouri
|
$464K
|
+$77.9K
|
+609
|
+18%
|
|
|
74
|
KKM Financial
Chicago,
Illinois
|
$463K
|
-$20.7K
|
-162
|
-4%
|
|
|
75
|
Copia Wealth Management
Bend,
Oregon
|
$461K
|
+$80.7K
|
+631
|
+20%
|
|
