|
51
|
Mariner
Overland Park,
Kansas
|
$9.19M
|
+$323K
|
+3,933
|
+4%
|
|
|
52
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$8.21M
|
+$85.3K
|
+1,038
|
+1%
|
|
|
53
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$8.04M
|
+$37.1K
|
+452
|
+0.5%
|
|
|
54
|
Rockbridge Investment Management
Syracuse,
New York
|
$7.85M
|
-$2.42M
|
-29,470
|
-23%
|
|
|
55
|
Total Wealth Planning
Cincinnati,
Ohio
|
$7.84M
|
+$39.4K
|
+480
|
+0.5%
|
|
|
56
|
WealthShield Partners
Cary,
North Carolina
|
$7.29M
|
+$1.72M
|
+20,953
|
+30%
|
|
|
57
|
Diligent Investors
Redlands,
California
|
$6.86M
|
+$59.6K
|
+725
|
+0.9%
|
|
|
58
|
Jones Financial Companies
Des Peres,
Missouri
|
$6.79M
|
+$2.29M
|
+27,846
|
+49%
|
|
|
59
|
Avantax Advisory Services
Dallas,
Texas
|
$6.75M
|
-$1.79M
|
-21,729
|
-21%
|
|
|
60
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$6.42M
|
+$2.22K
|
+27
|
+0%
|
|
|
61
|
May Barnhard Investments
Bethesda,
Maryland
|
$6.36M
|
-$16.8K
|
-205
|
-0.3%
|
|
|
62
|
EP Wealth Advisors
Torrance,
California
|
$6.25M
|
+$5.9M
|
+71,869
|
+1,183%
|
|
|
63
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$6.21M
|
-$138K
|
-1,682
|
-2%
|
|
|
64
|
Citadel Advisors
Miami,
Florida
|
$5.97M
|
+$4.76M
|
+57,891
|
+349%
|
|
|
65
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.79M
|
+$110K
|
+1,343
|
+2%
|
|
|
66
|
Waller Financial Planning Group
Columbus,
Ohio
|
$5.67M
|
+$153K
|
+1,857
|
+3%
|
|
|
67
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$5.59M
|
+$48.1K
|
+586
|
+0.8%
|
|
|
68
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$5.58M
|
+$94.1K
|
+1,145
|
+2%
|
|
|
69
|
Pathstone Holdings
Englewood,
New Jersey
|
$5.56M
|
–
|
–
|
–
|
|
|
70
|
Bank of America
Charlotte,
North Carolina
|
$5.47M
|
+$247K
|
+3,002
|
+5%
|
|
|
71
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$5.31M
|
-$39.6K
|
-482
|
-0.7%
|
|
|
72
|
Freedom Investment Management
Hartford,
Connecticut
|
$5.21M
|
-$61.5K
|
-748
|
-1%
|
|
|
73
|
Executive Wealth Management
Brighton,
Michigan
|
$5.16M
|
+$5.28M
|
+64,311
|
New
|
|
|
74
|
Private Advisor Group
Morristown,
New Jersey
|
$5.05M
|
-$176K
|
-2,143
|
-3%
|
|
|
75
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$4.72M
|
-$161K
|
-1,962
|
-3%
|
|
