|
51
|
Charles Schwab
San Francisco,
California
|
$7.63M
|
+$468K
|
+9,403
|
+7%
|
|
|
52
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$7.47M
|
+$4.63M
|
+92,943
|
+163%
|
|
|
53
|
TD Private Client Wealth
New York
|
$7.47M
|
+$278K
|
+5,592
|
+4%
|
|
|
54
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$7.46M
|
+$4.58M
|
+92,020
|
+159%
|
|
|
55
|
Country Club Trust
Kansas City,
Missouri
|
$7.44M
|
+$664K
|
+13,327
|
+10%
|
|
|
56
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$7.34M
|
+$543K
|
+10,900
|
+8%
|
|
|
57
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$7.26M
|
+$31K
|
+622
|
+0.4%
|
|
|
58
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$6.74M
|
+$2.53M
|
+50,876
|
+60%
|
|
|
59
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$6.66M
|
-$21.7K
|
-435
|
-0.3%
|
|
|
60
|
Condor Capital Management
Martinsville,
New Jersey
|
$6.47M
|
+$580K
|
+11,656
|
+10%
|
|
|
61
|
Pacific Edge Advisors
Corona Del Mar,
California
|
$6.42M
|
+$981K
|
+19,700
|
+18%
|
|
|
62
|
Strategic Financial Services
Utica,
New York
|
$6.28M
|
-$626K
|
-12,580
|
-9%
|
|
|
63
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$6.17M
|
+$978K
|
+19,645
|
+19%
|
|
|
64
|
AssetMark Inc
Concord,
California
|
$6.06M
|
+$202K
|
+4,052
|
+3%
|
|
|
65
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$5.98M
|
-$18.4K
|
-370
|
-0.3%
|
|
|
66
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.92M
|
+$680K
|
+13,659
|
+13%
|
|
|
67
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$5.83M
|
-$778K
|
-15,632
|
-12%
|
|
|
68
|
Holt Capital Partners
Fort Worth,
Texas
|
$5.74M
|
-$822K
|
-16,500
|
-13%
|
|
|
69
|
James Investment Research
Alpha,
Ohio
|
$5.51M
|
-$150K
|
-3,003
|
-3%
|
|
|
70
|
Equitable Holdings
New York
|
$5.39M
|
+$4.02M
|
+80,825
|
+295%
|
|
|
71
|
Leisure Capital Management
Costa Mesa,
California
|
$5.29M
|
+$453K
|
+9,089
|
+9%
|
|
|
72
|
Reby Advisors
Danbury,
Connecticut
|
$5.27M
|
+$5.27M
|
+105,808
|
New
|
|
|
73
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$5.14M
|
-$5.22M
|
-104,736
|
-50%
|
|
|
74
|
1900 Wealth Management
San Antonio,
Texas
|
$5.13M
|
+$5.13M
|
+103,016
|
New
|
|
|
75
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.11M
|
+$94.9K
|
+1,906
|
+2%
|
|
