|
51
|
Mariner
Overland Park,
Kansas
|
$9.87M
|
+$1.45M
|
+16,896
|
+19%
|
|
|
52
|
Rockefeller Capital Management
New York
|
$9.86M
|
+$1.56M
|
+18,115
|
+20%
|
|
|
53
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$8.45M
|
+$364K
|
+4,237
|
+5%
|
|
|
54
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.35M
|
-$178K
|
-2,075
|
-2%
|
|
|
55
|
Heritage Family Offices
Scottsdale,
Arizona
|
$8.25M
|
-$5.36M
|
-62,457
|
-41%
|
|
|
56
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
$8.25M
|
+$7.73M
|
+89,987
|
New
|
|
|
57
|
Pure Financial Advisors
San Diego,
California
|
$8.13M
|
+$2.08M
|
+24,249
|
+38%
|
|
|
58
|
|
$8.09M
|
-$1.44M
|
-16,754
|
-16%
|
|
|
59
|
Concurrent Investment Advisors
Tampa,
Florida
|
$7.98M
|
+$7.47M
|
+87,039
|
New
|
|
|
60
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.96M
|
-$1.29M
|
-14,992
|
-15%
|
|
|
61
|
CIBC Bancorp USA
Chicago,
Illinois
|
$7.61M
|
+$5.31M
|
+61,860
|
+293%
|
|
|
62
|
MML Investors Services
Springfield,
Massachusetts
|
$6.96M
|
+$1.84M
|
+21,403
|
+39%
|
|
|
63
|
Kendall Capital Management
Rockville,
Maryland
|
$6.74M
|
-$24.2M
|
-281,329
|
-79%
|
|
|
64
|
James J. Burns & Company
Melville,
New York
|
$6.71M
|
-$48.4K
|
-564
|
-0.8%
|
|
|
65
|
CX Institutional
Auburn,
Indiana
|
$6.34M
|
-$47.1K
|
-549
|
-0.8%
|
|
|
66
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$6.1M
|
-$448K
|
-5,213
|
-7%
|
|
|
67
|
Trek Financial
Scottsdale,
Arizona
|
$5.81M
|
+$789K
|
+9,188
|
+17%
|
|
|
68
|
MAI Capital Management
Independence,
Ohio
|
$5.52M
|
+$9.1K
|
+106
|
+0.2%
|
|
|
69
|
WorthPointe
La Jolla,
California
|
$5.01M
|
+$240K
|
+2,800
|
+5%
|
|
|
70
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$4.98M
|
-$1.73M
|
-20,093
|
-27%
|
|
|
71
|
City National Bank of Florida
Miami,
Florida
|
$4.97M
|
-$57.5K
|
-669
|
-1%
|
|
|
72
|
|
$4.63M
|
-$74.1K
|
-863
|
-2%
|
|
|
73
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$4.16M
|
-$21.8K
|
-254
|
-0.6%
|
|
|
74
|
Guidance Capital
Lousville,
Kentucky
|
$4.13M
|
+$277K
|
+3,223
|
+8%
|
|
|
75
|
Wells Fargo
San Francisco,
California
|
$3.95M
|
+$1.08M
|
+12,532
|
+41%
|
|
