|
51
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$11.7M
|
+$5.62M
|
+199,290
|
+91%
|
|
|
52
|
AJ Wealth Strategies
New York
|
$11.7M
|
-$2.02M
|
-71,796
|
-15%
|
|
|
53
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$11.5M
|
+$735K
|
+26,062
|
+7%
|
|
|
54
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$11.3M
|
+$830K
|
+29,430
|
+8%
|
|
|
55
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$11.3M
|
+$26.5K
|
+938
|
+0.2%
|
|
|
56
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$11.1M
|
-$1.96M
|
-69,434
|
-15%
|
|
|
57
|
Mission Creek Capital Partners
San Francisco,
California
|
$11.1M
|
-$211K
|
-7,494
|
-2%
|
|
|
58
|
Matrix Trust Company
Denver,
Colorado
|
$10.9M
|
-$4.15M
|
-147,264
|
-27%
|
|
|
59
|
BFSG LLC
Irvine,
California
|
$10.8M
|
+$1.07M
|
+38,112
|
+11%
|
|
|
60
|
Friedenthal Financial
Marlton,
New Jersey
|
$10.7M
|
-$1.18M
|
-41,700
|
-10%
|
|
|
61
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$10.1M
|
+$1.66M
|
+58,792
|
+19%
|
|
|
62
|
Bigelow Investment Advisors
Portland,
Maine
|
$9.95M
|
+$1.66M
|
+58,776
|
+20%
|
|
|
63
|
Alesco Advisors
Pittsford,
New York
|
$9.52M
|
-$1.54M
|
-54,498
|
-14%
|
|
|
64
|
Triton Wealth Management
Sun City,
Arizona
|
$9.32M
|
+$8.18M
|
+290,130
|
+672%
|
|
|
65
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$9.3M
|
+$66.2K
|
+2,346
|
+0.7%
|
|
|
66
|
FAS Wealth Partners
Leawood,
Kansas
|
$9.05M
|
+$988K
|
+35,016
|
+12%
|
|
|
67
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$8.86M
|
+$1.05M
|
+37,284
|
+13%
|
|
|
68
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.6M
|
-$7.94M
|
-281,594
|
-48%
|
|
|
69
|
Omega Financial Group
Santa Barbara,
California
|
$8.3M
|
+$210K
|
+7,452
|
+3%
|
|
|
70
|
Evensky & Katz
Coral Gables,
Florida
|
$8.25M
|
+$2.26K
|
+80
|
+0%
|
|
|
71
|
NFP Retirement Inc
Aliso Viejo,
California
|
$8.24M
|
+$780K
|
+27,666
|
+10%
|
|
|
72
|
New York Life Investment Management
New York
|
$8.09M
|
+$6.62M
|
+234,580
|
+436%
|
|
|
73
|
ProVise Management Group
Clearwater,
Florida
|
$8.08M
|
+$3.02M
|
+107,004
|
+59%
|
|
|
74
|
UBS Group
Zurich,
Switzerland
|
$7.85M
|
+$1.61M
|
+57,206
|
+26%
|
|
|
75
|
Beacon Pointe Advisors
Newport Beach,
California
|
$7.76M
|
+$524K
|
+18,568
|
+7%
|
|
