|
51
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$13.4M
|
+$1.05M
|
+38,108
|
+8%
|
|
|
52
|
Northeast Financial Group
Tannersville,
Pennsylvania
|
$13.3M
|
+$371K
|
+13,522
|
+3%
|
|
|
53
|
FAS Wealth Partners
Leawood,
Kansas
|
$13.3M
|
+$437K
|
+15,928
|
+3%
|
|
|
54
|
BFSG LLC
Irvine,
California
|
$12.8M
|
+$1.32M
|
+48,050
|
+11%
|
|
|
55
|
Cooper/Haims Advisors
Victor,
New York
|
$12.3M
|
-$1.65M
|
-60,218
|
-12%
|
|
|
56
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$12.2M
|
+$464K
|
+16,920
|
+4%
|
|
|
57
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$11.7M
|
-$38K
|
-1,386
|
-0.3%
|
|
|
58
|
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
$10.8M
|
+$11M
|
+400,000
|
New
|
|
|
59
|
Bank of America
Charlotte,
North Carolina
|
$10.6M
|
-$40.6M
|
-1,479,678
|
-79%
|
|
|
60
|
Mission Creek Capital Partners
San Francisco,
California
|
$10.6M
|
-$35.4K
|
-1,290
|
-0.3%
|
|
|
61
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$10.4M
|
+$1.73M
|
+62,886
|
+20%
|
|
|
62
|
Bigelow Investment Advisors
Portland,
Maine
|
$10.4M
|
-$603K
|
-21,954
|
-5%
|
|
|
63
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$10.2M
|
-$434K
|
-15,796
|
-4%
|
|
|
64
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$9.21M
|
-$1.65M
|
-60,268
|
-15%
|
|
|
65
|
Alesco Advisors
Pittsford,
New York
|
$9.18M
|
+$1.59K
|
+58
|
+0%
|
|
|
66
|
ProVise Management Group
Clearwater,
Florida
|
$8.96M
|
+$175K
|
+6,380
|
+2%
|
|
|
67
|
Friedenthal Financial
Marlton,
New Jersey
|
$8.69M
|
-$800K
|
-29,150
|
-8%
|
|
|
68
|
Omega Financial Group
Santa Barbara,
California
|
$8.69M
|
+$380K
|
+13,828
|
+4%
|
|
|
69
|
Modus Advisors
Excelsior,
Minnesota
|
$7.91M
|
+$675K
|
+24,578
|
+9%
|
|
|
70
|
Evensky & Katz
Coral Gables,
Florida
|
$7.5M
|
-$378K
|
-13,786
|
-5%
|
|
|
71
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.39M
|
-$163K
|
-5,954
|
-2%
|
|
|
72
|
Beacon Pointe Advisors
Newport Beach,
California
|
$7.23M
|
+$174K
|
+6,340
|
+2%
|
|
|
73
|
LVW Advisors
Pittsford,
New York
|
$7.17M
|
+$259K
|
+9,446
|
+4%
|
|
|
74
|
Guggenheim Capital
Chicago,
Illinois
|
$6.94M
|
+$7.06M
|
+257,124
|
New
|
|
|
75
|
Tradition Wealth Management
Edina,
Minnesota
|
$6.83M
|
+$1.92K
|
+70
|
+0%
|
|
