|
51
|
Aspiriant LLC
Los Angeles,
California
|
$256K
|
+$20.7K
|
+660
|
+9%
|
|
|
52
|
Creative Planning
Overland Park,
Kansas
|
$252K
|
+$248K
|
+7,899
|
New
|
|
|
53
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$249K
|
-$59.1K
|
-1,884
|
-19%
|
|
|
54
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$249K
|
+$9.4K
|
+300
|
+4%
|
|
|
55
|
Renaissance Technologies
New York
|
$249K
|
+$245K
|
+7,800
|
New
|
|
|
56
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$223K
|
-$433K
|
-13,800
|
-66%
|
|
|
57
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$220K
|
–
|
–
|
–
|
|
|
58
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$130K
|
+$35.3K
|
+1,125
|
+38%
|
|
|
59
|
Security National Trust
Wheeling,
West Virginia
|
$96K
|
–
|
–
|
–
|
|
|
60
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$94K
|
-$24.4K
|
-777
|
-21%
|
|
|
61
|
Next Financial Group
Houston,
Texas
|
$91K
|
+$89.2K
|
+2,844
|
New
|
|
|
62
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$90K
|
+$9.4K
|
+300
|
+12%
|
|
|
63
|
Advisors Preferred
Rockville,
Maryland
|
$64K
|
+$62.4K
|
+1,992
|
New
|
|
|
64
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$50K
|
+$4.8K
|
+153
|
+11%
|
|
|
65
|
Global Retirement Partners
San Rafael,
California
|
$27K
|
–
|
–
|
–
|
|
|
66
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$19K
|
–
|
–
|
–
|
|
|
67
|
|
$14K
|
+$14K
|
+447
|
New
|
|
|
68
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$13K
|
+$12.4K
|
+396
|
New
|
|
|
69
|
Arrow Financial
Glens Falls,
New York
|
$10K
|
+$9.4K
|
+300
|
New
|
|
|
70
|
Steward Partners Investment Advisory
New York
|
$9K
|
+$9.4K
|
+300
|
New
|
|
|
71
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$8K
|
–
|
–
|
–
|
|
|
72
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$8K
|
–
|
–
|
–
|
|
|
73
|
Fidelity Investments
Boston,
Massachusetts
|
$6K
|
+$6.21K
|
+198
|
New
|
|
|
74
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
75
|
Parallel Advisors
San Francisco,
California
|
$3K
|
–
|
–
|
–
|
|
