|
51
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$7.7M
|
-$7.06M
|
-230,072
|
-48%
|
|
|
52
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$7.07M
|
-$3.82M
|
-124,336
|
-35%
|
|
|
53
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$7.03M
|
+$7.02M
|
+228,817
|
New
|
|
|
54
|
Westover Capital Advisors
Wilmington,
Delaware
|
$6.78M
|
-$1.66M
|
-54,231
|
-20%
|
|
|
55
|
Lido Advisors
Los Angeles,
California
|
$6.36M
|
-$451K
|
-14,696
|
-7%
|
|
|
56
|
CreativeOne Wealth
Overland Park,
Kansas
|
$6.21M
|
+$823K
|
+26,829
|
+15%
|
|
|
57
|
Arax Advisory Partners
Denver,
Colorado
|
$5.78M
|
+$2.02M
|
+65,841
|
+54%
|
|
|
58
|
|
$5.76M
|
+$802K
|
+26,142
|
+16%
|
|
|
59
|
CX Institutional
Auburn,
Indiana
|
$5.49M
|
-$10.1M
|
-330,454
|
-65%
|
|
|
60
|
American Portfolios Advisors
Holbrook,
New York
|
$5.39M
|
-$4.62M
|
-150,402
|
-46%
|
|
|
61
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$5.11M
|
+$293K
|
+9,541
|
+6%
|
|
|
62
|
Manning & Napier Group
Fairport,
New York
|
$4.93M
|
–
|
–
|
–
|
|
|
63
|
Relative Value Partners Group
|
$4.79M
|
-$363K
|
-11,830
|
-7%
|
|
|
64
|
Stadion Money Management
Watkinsville,
Georgia
|
$4.45M
|
-$916K
|
-29,847
|
-17%
|
|
|
65
|
SigFig Wealth Management
San Francisco,
California
|
$4.37M
|
+$118K
|
+3,833
|
+3%
|
|
|
66
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$4.19M
|
-$1.43M
|
-46,504
|
-25%
|
|
|
67
|
Wealthcare Capital Management
Richmond,
Virginia
|
$4.07M
|
-$188K
|
-6,118
|
-4%
|
|
|
68
|
Clearview Wealth Advisors
Salem,
Oregon
|
$3.91M
|
+$3.91M
|
+127,298
|
New
|
|
|
69
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$3.82M
|
+$3.82M
|
+124,422
|
New
|
|
|
70
|
Roundview Capital
Princeton,
New Jersey
|
$3.79M
|
+$5.68K
|
+185
|
+0.1%
|
|
|
71
|
People's United Financial
Bridgeport,
Connecticut
|
$3.77M
|
+$180K
|
+5,869
|
+5%
|
|
|
72
|
Windsor Capital Management
Phoenix,
Arizona
|
$3.65M
|
+$62.6K
|
+2,040
|
+2%
|
|
|
73
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.43M
|
+$124K
|
+4,031
|
+4%
|
|
|
74
|
Fullen Financial Group
Columbus,
Ohio
|
$3.41M
|
-$43K
|
-1,401
|
-1%
|
|
|
75
|
Truist Financial
Charlotte,
North Carolina
|
$3.39M
|
+$150K
|
+4,896
|
+5%
|
|
