|
51
|
Bank of New York Mellon
New York
|
$33.9M
|
-$569K
|
-11,303
|
-2%
|
|
|
52
|
Holistic Planning
Nacogdoches,
Texas
|
$33.8M
|
-$4.83M
|
-95,825
|
-12%
|
|
|
53
|
Inspire Advisors
Meridian,
Idaho
|
$33.7M
|
-$4.07M
|
-80,721
|
-11%
|
|
|
54
|
Reyes Financial Architecture
San Diego,
California
|
$33.1M
|
+$6.7M
|
+132,966
|
+25%
|
|
|
55
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$32.8M
|
+$12M
|
+239,139
|
+58%
|
|
|
56
|
Level Four Advisory Services
Dallas,
Texas
|
$31.2M
|
-$669K
|
-13,274
|
-2%
|
|
|
57
|
Disciplina Capital Management
Nashville,
Tennessee
|
$31.1M
|
-$5.33M
|
-105,795
|
-15%
|
|
|
58
|
AssetMark Inc
Concord,
California
|
$31M
|
-$22.3M
|
-443,324
|
-42%
|
|
|
59
|
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
$31M
|
+$11.1M
|
+220,103
|
+56%
|
|
|
60
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$31M
|
-$963K
|
-19,122
|
-3%
|
|
|
61
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$30.5M
|
-$1.34M
|
-26,589
|
-4%
|
|
|
62
|
Cypress Capital
Franklin,
Tennessee
|
$30.2M
|
+$1.83M
|
+36,416
|
+6%
|
|
|
63
|
Carmel Capital Partners
San Diego,
California
|
$30M
|
-$4.93M
|
-97,808
|
-14%
|
|
|
64
|
Tobias Financial Advisors
Plantation,
Florida
|
$28.7M
|
+$3.33M
|
+66,157
|
+13%
|
|
|
65
|
Leo Wealth LLC
Hurst,
Texas
|
$26.8M
|
+$15.5M
|
+307,600
|
+136%
|
|
|
66
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$25.6M
|
+$3.3M
|
+65,560
|
+15%
|
|
|
67
|
New Perspectives Inc
Ridgeland,
Mississippi
|
$25.4M
|
+$1.62M
|
+32,249
|
+7%
|
|
|
68
|
First National Corp
Rockland,
Massachusetts
|
$25.1M
|
+$8.53M
|
+169,347
|
+51%
|
|
|
69
|
Team Financial Group
Temecula,
California
|
$24.6M
|
+$3.2M
|
+63,504
|
+15%
|
|
|
70
|
Ausdal Financial Partners
Davenport,
Iowa
|
$24.3M
|
-$9.74M
|
-193,384
|
-29%
|
|
|
71
|
Modern Wealth Management
Lenexa,
Kansas
|
$24.1M
|
-$1.68M
|
-33,322
|
-7%
|
|
|
72
|
Encompass More Asset Management
Danville,
California
|
$23.3M
|
+$9.02M
|
+178,965
|
+63%
|
|
|
73
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$22.4M
|
-$2.75M
|
-54,630
|
-11%
|
|
|
74
|
Webster Bank
Waterbury,
Connecticut
|
$21.5M
|
-$4.48M
|
-88,884
|
-17%
|
|
|
75
|
Regimen Wealth
Atlanta,
Georgia
|
$21.2M
|
+$62K
|
+1,230
|
+0.3%
|
|
