|
51
|
Anderson Financial Strategies
Dayton,
Ohio
|
$10.6M
|
+$11M
|
+212,417
|
New
|
|
|
52
|
Dorval Corp
Maple Grove,
Minnesota
|
$10.5M
|
+$599K
|
+11,617
|
+6%
|
|
|
53
|
Penobscot Wealth Management
Portland,
Maine
|
$10.3M
|
+$901K
|
+17,462
|
+9%
|
|
|
54
|
Occidental Asset Management
Burlingame,
California
|
$9.64M
|
+$347K
|
+6,725
|
+4%
|
|
|
55
|
Modern Wealth Management
Lenexa,
Kansas
|
$9.63M
|
+$9.96M
|
+193,006
|
New
|
|
|
56
|
Renaissance Technologies
New York
|
$9.63M
|
+$2.76M
|
+53,500
|
+38%
|
|
|
57
|
Forum Private Client Group
Fishers,
Indiana
|
$8.9M
|
-$2.35M
|
-45,590
|
-20%
|
|
|
58
|
Ameriprise
Minneapolis,
Minnesota
|
$8.73M
|
-$89.3K
|
-1,731
|
-1%
|
|
|
59
|
BIP Wealth
Atlanta,
Georgia
|
$8.33M
|
+$395K
|
+7,665
|
+5%
|
|
|
60
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$8.3M
|
-$231K
|
-4,475
|
-3%
|
|
|
61
|
Rockefeller Capital Management
New York
|
$8.21M
|
+$199K
|
+3,857
|
+2%
|
|
|
62
|
United Capital Financial Advisors
Irving,
Texas
|
$7.56M
|
-$228K
|
-4,414
|
-3%
|
|
|
63
|
Aspect Partners
Fairfax,
Virginia
|
$7.56M
|
+$39.1K
|
+757
|
+0.5%
|
|
|
64
|
PDS Planning
Dublin,
Ohio
|
$7.5M
|
+$112K
|
+2,168
|
+1%
|
|
|
65
|
Freedom Investment Management
Hartford,
Connecticut
|
$7.15M
|
-$3.05M
|
-59,053
|
-29%
|
|
|
66
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$6.98M
|
+$59.6K
|
+1,155
|
+0.8%
|
|
|
67
|
Dai-ichi Life Holdings
Tokyo,
Japan
|
$6.86M
|
+$3.22M
|
+62,500
|
+83%
|
|
|
68
|
Securian Asset Management
St Paul,
Minnesota
|
$6.66M
|
+$67.1K
|
+1,300
|
+1%
|
|
|
69
|
|
$6.57M
|
+$3.7M
|
+71,745
|
+120%
|
|
|
70
|
New Capital Management
Houston,
Texas
|
$6.46M
|
+$35.2K
|
+682
|
+0.5%
|
|
|
71
|
Appleton Partners
Boston,
Massachusetts
|
$5.81M
|
+$185K
|
+3,578
|
+3%
|
|
|
72
|
Robinswood Financial
Kirkland,
Washington
|
$5.75M
|
+$222K
|
+4,307
|
+4%
|
|
|
73
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$5.67M
|
+$4.64K
|
+90
|
+0.1%
|
|
|
74
|
Tectonic Advisors
Frisco,
Texas
|
$5.66M
|
–
|
–
|
–
|
|
|
75
|
Landmark Wealth Management (Illinois)
Normal,
Illinois
|
$5.61M
|
+$1.54M
|
+29,850
|
+36%
|
|
