|
51
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$17.2M
|
+$1.19M
|
+46,735
|
+7%
|
|
|
52
|
FIDELIS iM
Medford,
Oregon
|
$17.1M
|
-$902K
|
-35,387
|
-5%
|
|
|
53
|
Raymond James Financial
St Petersburg,
Florida
|
$17.1M
|
-$535
|
-21
|
-0%
|
|
|
54
|
Wealthspire Advisors (New York)
New York
|
$16.4M
|
+$8.92M
|
+350,067
|
+101%
|
|
|
55
|
White & Co Financial Planning
Sunnyside,
Washington
|
$16.2M
|
-$227K
|
-8,898
|
-1%
|
|
|
56
|
Charles Schwab Trust
Henderson,
Nevada
|
$16.1M
|
+$443K
|
+17,362
|
+3%
|
|
|
57
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$16M
|
+$430K
|
+16,885
|
+3%
|
|
|
58
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$15.5M
|
+$1.22M
|
+47,853
|
+8%
|
|
|
59
|
Joule Financial
Lexington,
Kentucky
|
$15.5M
|
-$199K
|
-7,813
|
-1%
|
|
|
60
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$15.4M
|
-$9.22M
|
-361,597
|
-36%
|
|
|
61
|
Waterford Advisors
Orchard Park,
New York
|
$15M
|
+$288K
|
+11,310
|
+2%
|
|
|
62
|
Old National Bancorp
Evansville,
Indiana
|
$14.8M
|
+$387K
|
+15,176
|
+2%
|
|
|
63
|
Bangor Savings Bank
Bangor,
Maine
|
$14.8M
|
-$148K
|
-5,812
|
-0.9%
|
|
|
64
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$14.4M
|
-$150K
|
-5,873
|
-0.9%
|
|
|
65
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$14.4M
|
+$628K
|
+24,649
|
+4%
|
|
|
66
|
Ascension Capital Advisors
Houston,
Texas
|
$14.4M
|
+$183K
|
+7,160
|
+1%
|
|
|
67
|
Waverly Advisors
Birmingham,
Alabama
|
$14.1M
|
+$13.3M
|
+520,125
|
+631%
|
|
|
68
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14M
|
-$267K
|
-10,462
|
-2%
|
|
|
69
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$14M
|
+$171K
|
+6,694
|
+1%
|
|
|
70
|
Zynergy Retirement Planning
Red Bank,
New Jersey
|
$13.7M
|
+$6.77M
|
+265,541
|
+100%
|
|
|
71
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$13.5M
|
+$2.37M
|
+92,799
|
+19%
|
|
|
72
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$13.2M
|
+$524K
|
+20,573
|
+4%
|
|
|
73
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$13.1M
|
-$676K
|
-26,523
|
-5%
|
|
|
74
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$13M
|
+$796K
|
+31,222
|
+6%
|
|
|
75
|
MML Investors Services
Springfield,
Massachusetts
|
$12.9M
|
-$2.39M
|
-93,960
|
-15%
|
|
