|
51
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$13.5M
|
-$254K
|
-13,536
|
-2%
|
|
|
52
|
Janiczek Wealth Management
Denver,
Colorado
|
$13.3M
|
+$559K
|
+29,820
|
+5%
|
|
|
53
|
Capital Advantage
Walnut Creek,
California
|
$13.1M
|
+$598K
|
+31,947
|
+5%
|
|
|
54
|
Evolution Wealth Advisors
Aventura,
Florida
|
$13M
|
+$12.6M
|
+672,765
|
New
|
|
|
55
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$12.4M
|
-$2.39M
|
-127,491
|
-17%
|
|
|
56
|
Keystone Financial Planning
Cleveland,
Ohio
|
$11.8M
|
+$611K
|
+32,631
|
+6%
|
|
|
57
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.7M
|
+$5.33M
|
+284,376
|
+88%
|
|
|
58
|
Stratos Investment Management
Beachwood,
Ohio
|
$11.5M
|
-$577K
|
-30,825
|
-5%
|
|
|
59
|
|
$11.5M
|
-$281
|
-15
|
-0%
|
|
|
60
|
Islay Capital Management
Lubbock,
Texas
|
$11.2M
|
+$10.9M
|
+580,200
|
New
|
|
|
61
|
Resource Management
Metairie,
Louisiana
|
$11.1M
|
+$1.96M
|
+104,802
|
+22%
|
|
|
62
|
Geneos Wealth Management
Englewood,
Colorado
|
$11M
|
+$439K
|
+23,418
|
+4%
|
|
|
63
|
KCM Investment Advisors
Greenbrae,
California
|
$10.7M
|
+$51.5K
|
+2,751
|
+0.5%
|
|
|
64
|
MML Investors Services
Springfield,
Massachusetts
|
$10.3M
|
+$1.64M
|
+87,669
|
+20%
|
|
|
65
|
Planning Alternatives
Birmingham,
Michigan
|
$10.3M
|
+$527K
|
+28,158
|
+6%
|
|
|
66
|
Charles Schwab Trust
Henderson,
Nevada
|
$9.93M
|
-$475K
|
-25,341
|
-5%
|
|
|
67
|
HighTower Advisors
Chicago,
Illinois
|
$9.88M
|
+$738K
|
+39,417
|
+8%
|
|
|
68
|
CCG Wealth Management
San Diego,
California
|
$9.74M
|
+$1.19M
|
+63,639
|
+14%
|
|
|
69
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$9.62M
|
+$8.63M
|
+460,725
|
+1,228%
|
|
|
70
|
First National Corp
Rockland,
Massachusetts
|
$9.38M
|
+$56.7K
|
+3,027
|
+0.6%
|
|
|
71
|
First Command Advisory Services
Fort Worth,
Texas
|
$9.34M
|
+$245K
|
+13,104
|
+3%
|
|
|
72
|
CVA Family Office
Denver,
Colorado
|
$9.15M
|
+$8.88M
|
+474,021
|
New
|
|
|
73
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$8.98M
|
+$2.5M
|
+133,485
|
+40%
|
|
|
74
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$8.96M
|
+$3.28M
|
+175,254
|
+61%
|
|
|
75
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$8.64M
|
+$385K
|
+20,544
|
+5%
|
|
