|
51
|
Lido Advisors
Los Angeles,
California
|
$6.41M
|
-$1.26M
|
-25,750
|
-18%
|
|
|
52
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.25M
|
+$212K
|
+4,342
|
+4%
|
|
|
53
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$6.14M
|
+$4.25M
|
+86,970
|
+332%
|
|
|
54
|
CIC Wealth
Rockville,
Maryland
|
$5.62M
|
+$907K
|
+18,536
|
+22%
|
|
|
55
|
Creative Planning
Overland Park,
Kansas
|
$5.59M
|
-$152K
|
-3,104
|
-3%
|
|
|
56
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$5.58M
|
+$1.63M
|
+33,355
|
+48%
|
|
|
57
|
Modern Wealth Management
Lenexa,
Kansas
|
$5.55M
|
+$5M
|
+102,240
|
New
|
|
|
58
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$5.43M
|
-$29K
|
-592
|
-0.6%
|
|
|
59
|
Biltmore Wealth Management
Tempe,
Arizona
|
$5.37M
|
-$4.32M
|
-88,328
|
-47%
|
|
|
60
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$5.32M
|
-$7.2M
|
-147,200
|
-60%
|
|
|
61
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.31M
|
+$207K
|
+4,235
|
+5%
|
|
|
62
|
Cornerstone Partners Capital Management
Charlottesville,
Virginia
|
$5.27M
|
–
|
–
|
–
|
|
|
63
|
Freedom Day Solutions
Houston,
Texas
|
$5.19M
|
+$351K
|
+7,177
|
+8%
|
|
|
64
|
Congress Wealth Management
Boston,
Massachusetts
|
$4.92M
|
-$714K
|
-14,603
|
-14%
|
|
|
65
|
Peak Financial Management
Wellesley,
Massachusetts
|
$4.64M
|
+$182K
|
+3,717
|
+5%
|
|
|
66
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$4.52M
|
+$73K
|
+1,492
|
+2%
|
|
|
67
|
CoreCap Advisors
Southfield,
Michigan
|
$4.5M
|
+$2.43M
|
+49,618
|
+149%
|
|
|
68
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$4.49M
|
+$3.84M
|
+78,591
|
+1,953%
|
|
|
69
|
Cambridge Associates
Boston,
Massachusetts
|
$4.35M
|
–
|
–
|
–
|
|
|
70
|
Congress Asset Management
Boston,
Massachusetts
|
$4.33M
|
-$709K
|
-14,491
|
-15%
|
|
|
71
|
Rockefeller Capital Management
New York
|
$4.07M
|
-$467K
|
-9,550
|
-11%
|
|
|
72
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$4.07M
|
+$3.67M
|
+74,972
|
New
|
|
|
73
|
Mercer Global Advisors
Denver,
Colorado
|
$4.06M
|
+$82.7K
|
+1,690
|
+2%
|
|
|
74
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$3.97M
|
-$966K
|
-19,742
|
-21%
|
|
|
75
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$3.87M
|
+$119K
|
+2,439
|
+4%
|
|
