|
51
|
|
$578K
|
+$601K
|
+9,675
|
New
|
|
|
52
|
Fidelity Investments
Boston,
Massachusetts
|
$562K
|
+$133K
|
+2,134
|
+29%
|
|
|
53
|
Brookstone Capital Management
Wheaton,
Illinois
|
$535K
|
+$37.4K
|
+601
|
+7%
|
|
|
54
|
Creative Planning
Overland Park,
Kansas
|
$530K
|
+$9.51K
|
+153
|
+2%
|
|
|
55
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$513K
|
-$109K
|
-1,761
|
-17%
|
|
|
56
|
Capital Planning Advisors
Roseville,
California
|
$506K
|
–
|
–
|
–
|
|
|
57
|
Spire Wealth Management
Mclean,
Virginia
|
$474K
|
+$494K
|
+7,941
|
New
|
|
|
58
|
RPG Investment Advisory
Pleasanton,
California
|
$472K
|
-$10.9K
|
-176
|
-2%
|
|
|
59
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$447K
|
–
|
–
|
–
|
|
|
60
|
EntreWealth
Austin,
Texas
|
$436K
|
+$131K
|
+2,110
|
+44%
|
|
|
61
|
One Capital Management
Westlake Village,
California
|
$414K
|
+$72.1K
|
+1,160
|
+20%
|
|
|
62
|
Opulen Financial Group
Arlington,
Virginia
|
$400K
|
-$20.5K
|
-330
|
-5%
|
|
|
63
|
SNS Financial Group
Minneapolis,
Minnesota
|
$374K
|
–
|
–
|
–
|
|
|
64
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$331K
|
+$4.04K
|
+65
|
+1%
|
|
|
65
|
Farther Finance Advisors
San Francisco,
California
|
$317K
|
-$112K
|
-1,794
|
-25%
|
|
|
66
|
Wealthfront Advisers
Palo Alto,
California
|
$304K
|
-$29.5K
|
-475
|
-9%
|
|
|
67
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$275K
|
-$30.8K
|
-495
|
-10%
|
|
|
68
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$266K
|
+$622
|
+10
|
+0.2%
|
|
|
69
|
IHT Wealth Management
Chicago,
Illinois
|
$256K
|
-$315K
|
-5,064
|
-54%
|
|
|
70
|
Root Financial Partners
Encinitas,
California
|
$248K
|
-$6.46K
|
-104
|
-2%
|
|
|
71
|
Aries Wealth Management
Portland,
Maine
|
$245K
|
+$21.8K
|
+350
|
+9%
|
|
|
72
|
Global Financial Private Client
Sarasota,
Florida
|
$236K
|
+$8.95K
|
+144
|
+4%
|
|
|
73
|
|
$233K
|
+$211K
|
+3,391
|
+674%
|
|
|
74
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$232K
|
–
|
–
|
–
|
|
|
75
|
Frederick Financial Consultants
Frederick,
Maryland
|
$219K
|
–
|
–
|
–
|
|
