|
51
|
Klingenstein Fields & Co
New York
|
$1.49M
|
–
|
–
|
–
|
|
|
52
|
Simplicity Wealth
Summit,
New Jersey
|
$1.36M
|
+$1.28M
|
+20,734
|
New
|
|
|
53
|
Citadel Advisors
Miami,
Florida
|
$1.36M
|
+$1.28M
|
+20,682
|
New
|
|
|
54
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$1.34M
|
-$179K
|
-2,885
|
-12%
|
|
|
55
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$1.33M
|
+$20.1K
|
+325
|
+2%
|
|
|
56
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$1.32M
|
-$1.16M
|
-18,806
|
-48%
|
|
|
57
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.22M
|
+$5.01K
|
+81
|
+0.4%
|
|
|
58
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.16M
|
+$1.1M
|
+17,743
|
New
|
|
|
59
|
Huntington National Bank
Columbus,
Ohio
|
$1.14M
|
–
|
–
|
–
|
|
|
60
|
Strong Tower Advisory Services
Minneapolis,
Minnesota
|
$1.13M
|
+$110K
|
+1,774
|
+11%
|
|
|
61
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.13M
|
+$560K
|
+9,044
|
+111%
|
|
|
62
|
RFG Advisory
Birmingham,
Alabama
|
$1.1M
|
-$730K
|
-11,795
|
-41%
|
|
|
63
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$1.08M
|
+$1.11M
|
+17,880
|
New
|
|
|
64
|
|
$982K
|
-$151K
|
-2,443
|
-14%
|
|
|
65
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$965K
|
+$408K
|
+6,600
|
+81%
|
|
|
66
|
HF Advisory Group
Annapolis,
Maryland
|
$964K
|
+$95.7K
|
+1,546
|
+12%
|
|
|
67
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$952K
|
+$488K
|
+7,894
|
+119%
|
|
|
68
|
Means Investment Company
Bangor,
Maine
|
$947K
|
-$266K
|
-4,298
|
-23%
|
|
|
69
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$941K
|
-$156K
|
-2,521
|
-15%
|
|
|
70
|
Raymond James & Associates
St Petersburg,
Florida
|
$904K
|
-$52.2K
|
-843
|
-6%
|
|
|
71
|
Level Four Advisory Services
Dallas,
Texas
|
$896K
|
+$47.1K
|
+761
|
+6%
|
|
|
72
|
Principal Financial Group
Des Moines,
Iowa
|
$881K
|
+$186K
|
+3,005
|
+29%
|
|
|
73
|
Creative Planning
Overland Park,
Kansas
|
$857K
|
–
|
–
|
–
|
|
|
74
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$828K
|
+$60.4K
|
+976
|
+8%
|
|
|
75
|
Heron Bay Capital Management
Bloomfield Hills,
Michigan
|
$826K
|
+$309K
|
+5,000
|
+66%
|
|
