|
51
|
FDx Advisors
Chicago,
Illinois
|
$5.26M
|
-$185K
|
-4,299
|
-3%
|
|
|
52
|
Genesee Capital Advisors
Auburn,
New York
|
$5.17M
|
-$225K
|
-5,223
|
-4%
|
|
|
53
|
Parker Investment Management
Menlo Park,
California
|
$5.17M
|
+$5.57M
|
+129,526
|
New
|
|
|
54
|
Creative Planning
Overland Park,
Kansas
|
$5.12M
|
+$3.43M
|
+79,686
|
+164%
|
|
|
55
|
Curi RMB Capital
Chicago,
Illinois
|
$5.1M
|
–
|
–
|
–
|
|
|
56
|
Laurel Wealth Planning
Edina,
Minnesota
|
$4.86M
|
+$2.47M
|
+57,343
|
+89%
|
|
|
57
|
|
$4.59M
|
+$4.95M
|
+115,000
|
New
|
|
|
58
|
RDA Financial Network
Akron,
Iowa
|
$4.55M
|
+$57.5K
|
+1,336
|
+1%
|
|
|
59
|
Coombe, Bender & Co
Ellenville,
New York
|
$4.39M
|
+$4.73M
|
+109,985
|
New
|
|
|
60
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$4.26M
|
+$133K
|
+3,091
|
+3%
|
|
|
61
|
Strategic Equity Management
Tucson,
Arizona
|
$4.1M
|
+$4.42M
|
+102,817
|
New
|
|
|
62
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$4.07M
|
+$797K
|
+18,527
|
+22%
|
|
|
63
|
AssetMark Inc
Concord,
California
|
$3.95M
|
+$434K
|
+10,088
|
+11%
|
|
|
64
|
CX Institutional
Auburn,
Indiana
|
$3.94M
|
+$4.24M
|
+98,627
|
New
|
|
|
65
|
1900 Wealth Management
San Antonio,
Texas
|
$3.92M
|
+$1.19M
|
+27,608
|
+39%
|
|
|
66
|
J.W. Cole Advisors
Tampa,
Florida
|
$3.84M
|
-$308K
|
-7,160
|
-7%
|
|
|
67
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$3.64M
|
+$12.2K
|
+284
|
+0.3%
|
|
|
68
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
$3.63M
|
+$3.91M
|
+90,865
|
New
|
|
|
69
|
Lido Advisors
Los Angeles,
California
|
$3.53M
|
+$879K
|
+20,445
|
+30%
|
|
|
70
|
WealthSource Partners
San Luis Obispo,
California
|
$3.51M
|
+$365K
|
+8,492
|
+11%
|
|
|
71
|
Park Avenue Securities
New York
|
$3.36M
|
+$735K
|
+17,090
|
+25%
|
|
|
72
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$3.32M
|
+$2.99M
|
+69,528
|
+506%
|
|
|
73
|
XML Financial
Bethesda,
Maryland
|
$3.22M
|
+$116K
|
+2,689
|
+3%
|
|
|
74
|
Steward Partners Investment Advisory
New York
|
$3.22M
|
+$206K
|
+4,799
|
+6%
|
|
|
75
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.2M
|
+$3.19M
|
+74,080
|
+1,533%
|
|
