|
51
|
Klingman & Associates
New York
|
$560K
|
+$27.5K
|
+1,096
|
+5%
|
|
|
52
|
Valmark Advisers
Akron,
Ohio
|
$551K
|
+$9.15K
|
+365
|
+2%
|
|
|
53
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$547K
|
+$447K
|
+17,829
|
+444%
|
|
|
54
|
Partners Wealth Management
Carmel By The Sea,
California
|
$539K
|
–
|
–
|
–
|
|
|
55
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$533K
|
+$534K
|
+21,302
|
New
|
|
|
56
|
Parallel Advisors
San Francisco,
California
|
$493K
|
+$677
|
+27
|
+0.1%
|
|
|
57
|
10Elms LLP
Tulsa,
Oklahoma
|
$485K
|
+$79K
|
+3,150
|
+19%
|
|
|
58
|
Crews Bank & Trust
Wauchula,
Florida
|
$443K
|
–
|
–
|
–
|
|
|
59
|
IFP Advisors
Tampa,
Florida
|
$438K
|
-$31.6K
|
-1,258
|
-7%
|
|
|
60
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$422K
|
-$26.8K
|
-1,070
|
-6%
|
|
|
61
|
PGIM Custom Harvest
Newark,
New Jersey
|
$422K
|
+$423K
|
+16,857
|
New
|
|
|
62
|
Beacon Pointe Advisors
Newport Beach,
California
|
$419K
|
+$126K
|
+5,039
|
+43%
|
|
|
63
|
WrapManager Inc
Mill Valley,
California
|
$370K
|
-$11.7K
|
-467
|
-3%
|
|
|
64
|
Mariner
Overland Park,
Kansas
|
$367K
|
–
|
–
|
–
|
|
|
65
|
Leavell Investment Management
Mobile,
Alabama
|
$346K
|
+$4.14K
|
+165
|
+1%
|
|
|
66
|
Trust Company
Manhattan,
Kansas
|
$346K
|
+$100K
|
+3,995
|
+41%
|
|
|
67
|
Summit Wealth Partners
Orlando,
Florida
|
$343K
|
+$372K
|
+14,828
|
New
|
|
|
68
|
Leo Wealth LLC
Hurst,
Texas
|
$326K
|
+$1.41K
|
+56
|
+0.4%
|
|
|
69
|
Confluence Investment Management
St. Louis,
Missouri
|
$309K
|
+$4.59K
|
+183
|
+2%
|
|
|
70
|
Archford Capital Strategies
Swansea,
Illinois
|
$307K
|
+$308K
|
+12,271
|
New
|
|
|
71
|
STAR Financial Bank
Fort Wayne,
Indiana
|
$299K
|
–
|
–
|
–
|
|
|
72
|
Buffington Mohr McNeal
Boise,
Idaho
|
$251K
|
–
|
–
|
–
|
|
|
73
|
Segment Wealth Management
Houston,
Texas
|
$243K
|
–
|
–
|
–
|
|
|
74
|
AssetMark Inc
Concord,
California
|
$242K
|
+$195K
|
+7,756
|
+406%
|
|
|
75
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$237K
|
+$15K
|
+597
|
+7%
|
|
