|
51
|
Creative Planning
Overland Park,
Kansas
|
$543K
|
+$13.4K
|
+231
|
+3%
|
|
|
52
|
Capital Planning Advisors
Roseville,
California
|
$527K
|
–
|
–
|
–
|
|
|
53
|
Brookstone Capital Management
Wheaton,
Illinois
|
$520K
|
+$135K
|
+2,338
|
+39%
|
|
|
54
|
RPG Investment Advisory
Pleasanton,
California
|
$503K
|
-$5.78K
|
-100
|
-1%
|
|
|
55
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$466K
|
–
|
–
|
–
|
|
|
56
|
Fidelity Investments
Boston,
Massachusetts
|
$453K
|
+$54.7K
|
+946
|
+15%
|
|
|
57
|
Farther Finance Advisors
San Francisco,
California
|
$443K
|
-$15.3K
|
-264
|
-4%
|
|
|
58
|
Opulen Financial Group
Arlington,
Virginia
|
$437K
|
-$57.1K
|
-988
|
-12%
|
|
|
59
|
SNS Financial Group
Minneapolis,
Minnesota
|
$390K
|
–
|
–
|
–
|
|
|
60
|
One Capital Management
Westlake Village,
California
|
$359K
|
+$334K
|
+5,773
|
New
|
|
|
61
|
Wealthfront Advisers
Palo Alto,
California
|
$347K
|
+$5.96K
|
+103
|
+2%
|
|
|
62
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$341K
|
+$694
|
+12
|
+0.2%
|
|
|
63
|
Sherman Asset Management
Ventura,
California
|
$328K
|
-$135K
|
-2,334
|
-31%
|
|
|
64
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$317K
|
-$21K
|
-363
|
-7%
|
|
|
65
|
EntreWealth
Austin,
Texas
|
$301K
|
+$22.3K
|
+385
|
+9%
|
|
|
66
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$277K
|
-$34.3K
|
-593
|
-12%
|
|
|
67
|
Meridian Financial
Holliston,
Massachusetts
|
$276K
|
-$70.9K
|
-1,227
|
-22%
|
|
|
68
|
Root Financial Partners
Encinitas,
California
|
$265K
|
+$6.01K
|
+104
|
+3%
|
|
|
69
|
Mercer Global Advisors
Denver,
Colorado
|
$239K
|
-$16.2K
|
-281
|
-7%
|
|
|
70
|
Global Financial Private Client
Sarasota,
Florida
|
$237K
|
+$220K
|
+3,805
|
New
|
|
|
71
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$235K
|
–
|
–
|
–
|
|
|
72
|
Aries Wealth Management
Portland,
Maine
|
$233K
|
–
|
–
|
–
|
|
|
73
|
Frederick Financial Consultants
Frederick,
Maryland
|
$228K
|
+$212K
|
+3,668
|
New
|
|
|
74
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$226K
|
+$209K
|
+3,623
|
New
|
|
|
75
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$222K
|
+$206K
|
+3,558
|
New
|
|
