|
51
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$8.82M
|
-$324K
|
-10,984
|
-4%
|
|
|
52
|
Clear Creek Financial Management
Silverdale,
Washington
|
$8.57M
|
+$8.59M
|
+290,871
|
New
|
|
|
53
|
Theory Financial
Fort Collins,
Colorado
|
$8.37M
|
+$8.37M
|
+283,638
|
New
|
|
|
54
|
Nelson Capital Management
Menlo Park,
California
|
$8.23M
|
-$12.2M
|
-412,857
|
-60%
|
|
|
55
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$7.84M
|
+$3.16M
|
+106,948
|
+67%
|
|
|
56
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$7.84M
|
-$969K
|
-32,840
|
-11%
|
|
|
57
|
Ameriprise
Minneapolis,
Minnesota
|
$7.27M
|
-$1.09M
|
-37,067
|
-13%
|
|
|
58
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$7.05M
|
-$40.7K
|
-1,380
|
-0.6%
|
|
|
59
|
Freestone Capital Holdings
Seattle,
Washington
|
$6.69M
|
+$6.7M
|
+227,090
|
New
|
|
|
60
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$6.54M
|
+$6.56M
|
+222,210
|
New
|
|
|
61
|
CreativeOne Wealth
Overland Park,
Kansas
|
$6.46M
|
-$105K
|
-3,557
|
-2%
|
|
|
62
|
Manning & Napier Group
Fairport,
New York
|
$6.4M
|
–
|
–
|
–
|
|
|
63
|
Stifel Financial
St. Louis,
Missouri
|
$6.38M
|
-$14.1M
|
-476,831
|
-69%
|
|
|
64
|
Tempus Wealth Planning
Irvine,
California
|
$6.07M
|
-$395K
|
-13,369
|
-6%
|
|
|
65
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$5.91M
|
-$123K
|
-4,160
|
-2%
|
|
|
66
|
Simplicity Wealth
Summit,
New Jersey
|
$5.9M
|
+$3.51M
|
+118,786
|
+146%
|
|
|
67
|
DGS Capital Management
Jersey City,
New Jersey
|
$5.84M
|
-$61.7K
|
-2,089
|
-1%
|
|
|
68
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$5.79M
|
+$1.36M
|
+46,063
|
+31%
|
|
|
69
|
SigFig Wealth Management
San Francisco,
California
|
$5.62M
|
-$308K
|
-10,422
|
-5%
|
|
|
70
|
Charles Schwab
San Francisco,
California
|
$5.61M
|
-$454M
|
-15,374,626
|
-99%
|
|
|
71
|
Barber Financial Group
Lenexa,
Kansas
|
$5.29M
|
-$2.82M
|
-95,404
|
-35%
|
|
|
72
|
Siena Capital
Cincinnati,
Ohio
|
$5.08M
|
+$59.1K
|
+2,001
|
+1%
|
|
|
73
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$4.95M
|
+$3.9M
|
+132,004
|
+366%
|
|
|
74
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.57M
|
-$722K
|
-24,464
|
-14%
|
|
|
75
|
CWA Asset Management Group
Naples,
Florida
|
$4.34M
|
+$2.93M
|
+99,132
|
+206%
|
|
