|
101
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$2.48M
|
+$253K
|
+3,227
|
+12%
|
|
|
102
|
Creative Planning
Overland Park,
Kansas
|
$2.46M
|
+$630K
|
+8,048
|
+35%
|
|
|
103
|
Trexquant Investment
Stamford,
Connecticut
|
$2.42M
|
+$1.08M
|
+13,810
|
+84%
|
|
|
104
|
Planning Directions
Glen Mills,
Pennsylvania
|
$2.3M
|
-$110K
|
-1,398
|
-5%
|
|
|
105
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$2.28M
|
+$79.4K
|
+1,013
|
+4%
|
|
|
106
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$2.23M
|
-$2.27K
|
-29
|
-0.1%
|
|
|
107
|
Calton & Associates
Tampa,
Florida
|
$2.22M
|
+$142K
|
+1,812
|
+7%
|
|
|
108
|
Albion Financial Group
Salt Lake City,
Utah
|
$2.19M
|
-$94.8K
|
-1,210
|
-4%
|
|
|
109
|
55I LLC
Boston,
Massachusetts
|
$2.18M
|
-$156K
|
-1,990
|
-7%
|
|
|
110
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$2.1M
|
+$88.6K
|
+1,131
|
+5%
|
|
|
111
|
Independent Financial Group
San Diego,
California
|
$2.08M
|
+$215K
|
+2,742
|
+12%
|
|
|
112
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$2.08M
|
+$148K
|
+1,886
|
+8%
|
|
|
113
|
Wealthquest
Cincinnati,
Ohio
|
$2.01M
|
-$308K
|
-3,931
|
-14%
|
|
|
114
|
JMG Financial Group
Downers Grove,
Illinois
|
$2M
|
–
|
–
|
–
|
|
|
115
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.97M
|
–
|
–
|
–
|
|
|
116
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$1.89M
|
+$652K
|
+8,325
|
+55%
|
|
|
117
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$1.82M
|
+$48.2K
|
+615
|
+3%
|
|
|
118
|
Financial Counselors Inc
Overland Park,
Kansas
|
$1.81M
|
-$401K
|
-5,125
|
-18%
|
|
|
119
|
Parsons Capital Management
Providence,
Rhode Island
|
$1.79M
|
-$36.6K
|
-467
|
-2%
|
|
|
120
|
Homrich & Berg
Atlanta,
Georgia
|
$1.78M
|
+$63.7K
|
+813
|
+4%
|
|
|
121
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.75M
|
-$1.64M
|
-20,951
|
-49%
|
|
|
122
|
Ackerman Capital Advisors
Dallas,
Texas
|
$1.72M
|
-$82.4K
|
-1,052
|
-5%
|
|
|
123
|
Natixis Advisors
Boston,
Massachusetts
|
$1.7M
|
-$1.16M
|
-14,777
|
-41%
|
|
|
124
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.68M
|
-$71.1K
|
-908
|
-4%
|
|
|
125
|
American Portfolios Advisors
Holbrook,
New York
|
$1.64M
|
-$82.9K
|
-1,058
|
-5%
|
|
