|
51
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$615K
|
-$27.3K
|
-1,431
|
-4%
|
|
|
52
|
SFMG Wealth Advisors
Plano,
Texas
|
$609K
|
–
|
–
|
–
|
|
|
53
|
Corient Private Wealth
Miami,
Florida
|
$601K
|
-$972
|
-51
|
-0.1%
|
|
|
54
|
|
$544K
|
-$203K
|
-10,638
|
-26%
|
|
|
55
|
Mather Group
Chicago,
Illinois
|
$530K
|
–
|
–
|
–
|
|
|
56
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$525K
|
+$17.2K
|
+903
|
+3%
|
|
|
57
|
Cozad Asset Management
Champaign,
Illinois
|
$519K
|
–
|
–
|
–
|
|
|
58
|
Chevy Chase Trust
Bethesda,
Maryland
|
$519K
|
-$20.3K
|
-1,065
|
-4%
|
|
|
59
|
Osaic Holdings
Scottsdale,
Arizona
|
$468K
|
-$117K
|
-6,117
|
-19%
|
|
|
60
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$431K
|
-$13.9K
|
-729
|
-3%
|
|
|
61
|
Lido Advisors
Los Angeles,
California
|
$416K
|
+$1.6K
|
+84
|
+0.4%
|
|
|
62
|
Litman Gregory Wealth Management
Larkspur,
California
|
$401K
|
–
|
–
|
–
|
|
|
63
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$361K
|
–
|
–
|
–
|
|
|
64
|
Sage Financial Management Group
Mclean,
Virginia
|
$347K
|
+$360K
|
+18,915
|
New
|
|
|
65
|
Avant Capital
Lafayette,
Louisiana
|
$340K
|
+$49.2K
|
+2,583
|
+16%
|
|
|
66
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$337K
|
+$150K
|
+7,875
|
+75%
|
|
|
67
|
Madison Wealth Management
Cincinnati,
Ohio
|
$333K
|
–
|
–
|
–
|
|
|
68
|
Prudential Financial
Newark,
New Jersey
|
$323K
|
+$5.2K
|
+273
|
+2%
|
|
|
69
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$307K
|
+$50.5K
|
+2,649
|
+19%
|
|
|
70
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$307K
|
–
|
–
|
–
|
|
|
71
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$304K
|
–
|
–
|
–
|
|
|
72
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$290K
|
-$447K
|
-23,481
|
-60%
|
|
|
73
|
Empirical Wealth Management
Seattle,
Washington
|
$268K
|
–
|
–
|
–
|
|
|
74
|
Global Retirement Partners
San Rafael,
California
|
$266K
|
–
|
–
|
–
|
|
|
75
|
Total Investment Management
Scottsdale,
Arizona
|
$250K
|
+$1.03K
|
+54
|
+0.4%
|
|
