|
51
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$33.1M
|
-$4.1M
|
-81,347
|
-11%
|
|
|
52
|
Bank of New York Mellon
New York
|
$31.9M
|
+$5.87M
|
+116,484
|
+22%
|
|
|
53
|
AE Wealth Management
Topeka,
Kansas
|
$30.4M
|
+$3.92M
|
+77,854
|
+15%
|
|
|
54
|
Level Four Advisory Services
Dallas,
Texas
|
$30.4M
|
-$1.8M
|
-35,764
|
-6%
|
|
|
55
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$27.9M
|
+$2.61M
|
+51,698
|
+10%
|
|
|
56
|
New Perspectives Inc
Ridgeland,
Mississippi
|
$27.6M
|
+$1.8M
|
+35,696
|
+7%
|
|
|
57
|
Steward Partners Investment Advisory
New York
|
$27.2M
|
-$3.49M
|
-69,292
|
-11%
|
|
|
58
|
Stonekeep Investments
Sante Fe,
New Mexico
|
$26.5M
|
+$26.5M
|
+526,254
|
New
|
|
|
59
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$26.4M
|
+$1.61M
|
+31,876
|
+6%
|
|
|
60
|
Lauer Wealth
Valparaiso,
Indiana
|
$25.4M
|
+$8.96M
|
+177,802
|
+55%
|
|
|
61
|
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
$25.1M
|
+$25.2M
|
+499,074
|
New
|
|
|
62
|
Permanent Capital Management
Chicago,
Illinois
|
$25M
|
+$25.1M
|
+497,517
|
New
|
|
|
63
|
Cypress Capital
Franklin,
Tennessee
|
$24.7M
|
+$24.7M
|
+490,206
|
New
|
|
|
64
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$24M
|
+$8.4M
|
+166,659
|
+54%
|
|
|
65
|
Moulton Wealth Management
Spokane,
Washington
|
$23.8M
|
+$970K
|
+19,241
|
+4%
|
|
|
66
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$23.1M
|
-$9.16M
|
-181,797
|
-28%
|
|
|
67
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
$22.4M
|
-$3.67M
|
-72,766
|
-14%
|
|
|
68
|
Napa Wealth Management
Napa,
California
|
$22.3M
|
-$33.5M
|
-664,222
|
-60%
|
|
|
69
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$20.6M
|
+$2.07M
|
+40,974
|
+11%
|
|
|
70
|
Team Financial Group
Temecula,
California
|
$20.5M
|
-$424K
|
-8,417
|
-2%
|
|
|
71
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$20.3M
|
+$544K
|
+10,791
|
+3%
|
|
|
72
|
Sykon Capital
Harrison,
New York
|
$20M
|
+$16.1M
|
+318,489
|
+403%
|
|
|
73
|
Mason & Associates (California)
Los Angeles,
California
|
$19.1M
|
-$9.59M
|
-190,227
|
-33%
|
|
|
74
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$18.9M
|
-$1.23M
|
-24,463
|
-6%
|
|
|
75
|
Regimen Wealth
Atlanta,
Georgia
|
$18.8M
|
+$585K
|
+11,601
|
+3%
|
|
