|
101
|
Creative Planning
Overland Park,
Kansas
|
$8.15M
|
+$157K
|
+4,262
|
+2%
|
|
|
102
|
Trajan Wealth
Scottsdale,
Arizona
|
$8.03M
|
+$430K
|
+11,627
|
+6%
|
|
|
103
|
Northeast Financial Group
Tannersville,
Pennsylvania
|
$7.77M
|
+$489K
|
+13,229
|
+7%
|
|
|
104
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$7.72M
|
-$320K
|
-8,655
|
-4%
|
|
|
105
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$7.72M
|
+$1.19M
|
+32,187
|
+19%
|
|
|
106
|
&Partners
Nashville,
Tennessee
|
$7.58M
|
+$5.57M
|
+150,681
|
+308%
|
|
|
107
|
Quantitative Strategies
Calabasas,
California
|
$7.56M
|
+$166K
|
+4,482
|
+2%
|
|
|
108
|
Principal Securities
Des Moines,
Iowa
|
$7.26M
|
+$4.55M
|
+123,126
|
+176%
|
|
|
109
|
Howe & Rusling
Rochester,
New York
|
$7.12M
|
-$34.7K
|
-939
|
-0.5%
|
|
|
110
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$7.09M
|
+$148K
|
+4,017
|
+2%
|
|
|
111
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$7.05M
|
+$6.92M
|
+187,337
|
New
|
|
|
112
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$7.01M
|
+$225K
|
+6,077
|
+3%
|
|
|
113
|
RWA Wealth Partners
Newton,
Massachusetts
|
$6.84M
|
-$129K
|
-3,480
|
-2%
|
|
|
114
|
Raymond James Trust
St. Petersburg,
Florida
|
$6.83M
|
+$98.9K
|
+2,678
|
+1%
|
|
|
115
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.77M
|
-$236K
|
-6,378
|
-3%
|
|
|
116
|
Founders Financial Securities
Towson,
Maryland
|
$6.7M
|
-$1.94M
|
-52,436
|
-23%
|
|
|
117
|
Riversedge Advisors
Wilmington,
Delaware
|
$6.67M
|
+$416K
|
+11,257
|
+7%
|
|
|
118
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.58M
|
+$444K
|
+12,008
|
+7%
|
|
|
119
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.46M
|
+$1.72M
|
+46,581
|
+37%
|
|
|
120
|
Ameriprise
Minneapolis,
Minnesota
|
$6.44M
|
-$10.5M
|
-283,328
|
-62%
|
|
|
121
|
Forte Asset Management
Bedford,
New York
|
$6.38M
|
-$1.21M
|
-32,834
|
-16%
|
|
|
122
|
Tolleson Wealth Management
Dallas,
Texas
|
$6.35M
|
-$1.36M
|
-36,908
|
-18%
|
|
|
123
|
Monument Capital Management
Alexandria,
Virginia
|
$6.32M
|
-$129K
|
-3,483
|
-2%
|
|
|
124
|
Aveo Capital Partners
Englewood,
Colorado
|
$6.2M
|
-$18.4M
|
-497,500
|
-75%
|
|
|
125
|
Horizon Investments
Charlotte,
North Carolina
|
$6.2M
|
-$1.95M
|
-52,823
|
-24%
|
|
