|
51
|
Portfolio Strategies
Monsey,
New York
|
$5.51M
|
+$5.02M
|
+173,845
|
+403%
|
|
|
52
|
Asset Dedication LLC
San Francisco,
California
|
$5.26M
|
–
|
–
|
–
|
|
|
53
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.17M
|
-$925K
|
-32,005
|
-14%
|
|
|
54
|
Bank of New York Mellon
New York
|
$5.15M
|
+$141K
|
+4,885
|
+2%
|
|
|
55
|
Cypress Wealth Services
Palm Desert,
California
|
$5.01M
|
-$788K
|
-27,290
|
-12%
|
|
|
56
|
WealthShield Partners
Cary,
North Carolina
|
$4.97M
|
+$62.7K
|
+2,170
|
+1%
|
|
|
57
|
SPC Financial Inc
Rockville,
Maryland
|
$4.91M
|
+$5.58M
|
+193,050
|
New
|
|
|
58
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$4.69M
|
+$278K
|
+9,640
|
+6%
|
|
|
59
|
Stephens Inc
Little Rock,
Arkansas
|
$4.67M
|
+$1M
|
+34,630
|
+23%
|
|
|
60
|
D.A. Davidson & Co
Great Falls,
Montana
|
$4.36M
|
+$44.3K
|
+1,535
|
+0.9%
|
|
|
61
|
BBVA USA Bancshares
Houston,
Texas
|
$4.05M
|
+$4.61M
|
+159,500
|
New
|
|
|
62
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$3.93M
|
+$1.12M
|
+38,670
|
+33%
|
|
|
63
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$3.91M
|
-$1.36M
|
-47,175
|
-23%
|
|
|
64
|
Strategic Financial Partners
Bend,
Oregon
|
$3.87M
|
-$447K
|
-15,465
|
-9%
|
|
|
65
|
William Blair & Company
Chicago,
Illinois
|
$3.83M
|
+$83.9K
|
+2,905
|
+2%
|
|
|
66
|
M&T Bank
Buffalo,
New York
|
$3.75M
|
-$6.35M
|
-219,790
|
-60%
|
|
|
67
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$3.44M
|
+$3.5M
|
+121,245
|
+864%
|
|
|
68
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$3.32M
|
+$2.35M
|
+81,200
|
+164%
|
|
|
69
|
9258 Wealth Management
Blue Ash,
Ohio
|
$3.31M
|
-$61.8K
|
-2,140
|
-2%
|
|
|
70
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$3.31M
|
+$333K
|
+11,535
|
+10%
|
|
|
71
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$3.24M
|
+$36.4K
|
+1,260
|
+1%
|
|
|
72
|
Detalus Advisors
St. Louis,
Missouri
|
$3.13M
|
+$3.01M
|
+104,035
|
+547%
|
|
|
73
|
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
$3.03M
|
-$181K
|
-6,265
|
-5%
|
|
|
74
|
Old National Bancorp
Evansville,
Indiana
|
$3.01M
|
-$534K
|
-18,480
|
-14%
|
|
|
75
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$2.99M
|
+$13.7K
|
+475
|
+0.4%
|
|
