|
51
|
AJ Wealth Strategies
New York
|
$4.99M
|
+$5.07M
|
+193,862
|
New
|
|
|
52
|
Domani Wealth
Lancaster,
Pennsylvania
|
$4.89M
|
-$335K
|
-12,818
|
-6%
|
|
|
53
|
Courage Miller Partners
Norfolk,
Virginia
|
$4.87M
|
+$240K
|
+9,188
|
+5%
|
|
|
54
|
WealthSource Partners
San Luis Obispo,
California
|
$4.72M
|
+$4.79M
|
+183,290
|
New
|
|
|
55
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$4.67M
|
+$229K
|
+8,758
|
+5%
|
|
|
56
|
Opes Advisors
Cupertino,
California
|
$4.49M
|
+$4.56M
|
+174,402
|
New
|
|
|
57
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$4.33M
|
+$4.36M
|
+166,686
|
+10,796%
|
|
|
58
|
Empirical Wealth Management
Seattle,
Washington
|
$4.24M
|
+$218K
|
+8,334
|
+5%
|
|
|
59
|
Bangor Savings Bank
Bangor,
Maine
|
$4.15M
|
+$183K
|
+6,982
|
+5%
|
|
|
60
|
Creative Planning
Overland Park,
Kansas
|
$3.92M
|
+$1.26M
|
+48,016
|
+46%
|
|
|
61
|
Leavell Investment Management
Mobile,
Alabama
|
$3.91M
|
-$10.9K
|
-416
|
-0.3%
|
|
|
62
|
Mariner
Overland Park,
Kansas
|
$3.77M
|
+$254K
|
+9,712
|
+7%
|
|
|
63
|
Pring Turner Capital Group
Alamo,
California
|
$3.55M
|
+$91.2K
|
+3,488
|
+3%
|
|
|
64
|
Callan Capital
La Jolla,
California
|
$3.49M
|
-$638K
|
-24,412
|
-15%
|
|
|
65
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$3.45M
|
+$3.27M
|
+125,030
|
+1,421%
|
|
|
66
|
Strategic Financial Services
Utica,
New York
|
$3.44M
|
+$1.85M
|
+70,768
|
+113%
|
|
|
67
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3.42M
|
+$185K
|
+7,068
|
+6%
|
|
|
68
|
Cabot Wealth Management
Salem,
Massachusetts
|
$3.38M
|
-$390K
|
-14,912
|
-10%
|
|
|
69
|
|
$3.31M
|
-$13.9M
|
-530,808
|
-81%
|
|
|
70
|
AMI Investment Management
Kendallville,
Indiana
|
$3.12M
|
+$111K
|
+4,242
|
+4%
|
|
|
71
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$3.05M
|
+$481K
|
+18,382
|
+18%
|
|
|
72
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.04M
|
-$37.6K
|
-1,436
|
-1%
|
|
|
73
|
Summit Global Investments
Bountiful,
Utah
|
$2.81M
|
+$2.85M
|
+109,146
|
New
|
|
|
74
|
Waverly Advisors
Birmingham,
Alabama
|
$2.73M
|
+$24.2K
|
+924
|
+0.9%
|
|
|
75
|
Summit Financial Strategies
Columbus,
Ohio
|
$2.71M
|
-$680
|
-26
|
-0%
|
|
