|
51
|
Creative Planning
Overland Park,
Kansas
|
$11.8M
|
-$201K
|
-3,424
|
-2%
|
|
|
52
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$11.2M
|
+$3.82K
|
+65
|
+0%
|
|
|
53
|
Stifel Financial
St. Louis,
Missouri
|
$10M
|
+$246K
|
+4,191
|
+3%
|
|
|
54
|
|
$9.95M
|
-$2.54M
|
-43,240
|
-21%
|
|
|
55
|
Palisade Capital Management
Fort Lee,
New Jersey
|
$9.94M
|
+$5.62M
|
+95,640
|
+137%
|
|
|
56
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9.81M
|
-$2.17M
|
-36,854
|
-18%
|
|
|
57
|
|
$9.36M
|
+$1.33M
|
+22,558
|
+17%
|
|
|
58
|
Private Advisor Group
Morristown,
New Jersey
|
$9.2M
|
-$5.49M
|
-93,487
|
-38%
|
|
|
59
|
Integris Wealth Management
Monterey,
California
|
$8.65M
|
-$148K
|
-2,517
|
-2%
|
|
|
60
|
B&D White Capital Company
Lakeway,
Texas
|
$8.15M
|
+$7.96M
|
+135,453
|
New
|
|
|
61
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$8.04M
|
-$1.35M
|
-22,903
|
-15%
|
|
|
62
|
True Link Financial Advisors
San Francisco,
California
|
$7.69M
|
+$7.51M
|
+127,792
|
New
|
|
|
63
|
L.J. Altfest & Co
New York
|
$6.92M
|
+$6.76M
|
+115,075
|
New
|
|
|
64
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$6.45M
|
+$6.3M
|
+107,211
|
New
|
|
|
65
|
Ashford Capital Management
Wilmington,
Delaware
|
$6.25M
|
+$655K
|
+11,156
|
+12%
|
|
|
66
|
Graypoint LLC
Albany,
New York
|
$6.2M
|
-$1.77M
|
-30,078
|
-23%
|
|
|
67
|
Consilium Wealth Advisory
Richardson,
Texas
|
$6.09M
|
-$271K
|
-4,620
|
-4%
|
|
|
68
|
Private Wealth Advisors (California)
Fresno,
California
|
$5.96M
|
-$523K
|
-8,897
|
-8%
|
|
|
69
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$5.93M
|
+$5.79M
|
+98,636
|
New
|
|
|
70
|
Acima Private Wealth
Richmond,
Virginia
|
$5.39M
|
+$8.4K
|
+143
|
+0.2%
|
|
|
71
|
WBH Advisory
Baltimore,
Maryland
|
$5.2M
|
+$2.48M
|
+42,268
|
+96%
|
|
|
72
|
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
|
$5.2M
|
-$722K
|
-12,292
|
-12%
|
|
|
73
|
|
$4.99M
|
+$2.09M
|
+35,648
|
+75%
|
|
|
74
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.89M
|
-$5.7M
|
-97,038
|
-54%
|
|
|
75
|
Fiduciary Trust
Boston,
Massachusetts
|
$4.86M
|
-$58.7K
|
-1,000
|
-1%
|
|
