|
51
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$5.56M
|
+$176K
|
+3,321
|
+3%
|
|
|
52
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.51M
|
+$244K
|
+4,602
|
+5%
|
|
|
53
|
CIC Wealth
Rockville,
Maryland
|
$5.46M
|
-$116K
|
-2,189
|
-2%
|
|
|
54
|
Modern Wealth Management
Lenexa,
Kansas
|
$5.41M
|
-$93.1K
|
-1,757
|
-2%
|
|
|
55
|
Freedom Day Solutions
Houston,
Texas
|
$5.38M
|
+$235K
|
+4,432
|
+5%
|
|
|
56
|
Biltmore Wealth Management
Tempe,
Arizona
|
$5.37M
|
–
|
–
|
–
|
|
|
57
|
Creative Planning
Overland Park,
Kansas
|
$5.28M
|
-$257K
|
-4,844
|
-5%
|
|
|
58
|
Cornerstone Partners Capital Management
Charlottesville,
Virginia
|
$5.22M
|
–
|
–
|
–
|
|
|
59
|
Peak Financial Management
Wellesley,
Massachusetts
|
$4.83M
|
+$227K
|
+4,292
|
+5%
|
|
|
60
|
Congress Wealth Management
Boston,
Massachusetts
|
$4.71M
|
-$168K
|
-3,164
|
-3%
|
|
|
61
|
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
|
$4.57M
|
+$4.5M
|
+84,855
|
New
|
|
|
62
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$4.53M
|
+$57.1K
|
+1,078
|
+1%
|
|
|
63
|
Petix & Botte Financial
La Mesa,
California
|
$4.53M
|
+$4.46M
|
+84,249
|
New
|
|
|
64
|
Cambridge Associates
Boston,
Massachusetts
|
$4.31M
|
–
|
–
|
–
|
|
|
65
|
Congress Asset Management
Boston,
Massachusetts
|
$4.13M
|
-$156K
|
-2,943
|
-4%
|
|
|
66
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.13M
|
-$4.98M
|
-94,029
|
-55%
|
|
|
67
|
Mercer Global Advisors
Denver,
Colorado
|
$4.1M
|
+$78.8K
|
+1,488
|
+2%
|
|
|
68
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$4.06M
|
-$1.42M
|
-26,750
|
-26%
|
|
|
69
|
Rockefeller Capital Management
New York
|
$4.06M
|
+$21.2K
|
+400
|
+0.5%
|
|
|
70
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$4.01M
|
+$184K
|
+3,480
|
+5%
|
|
|
71
|
|
$3.99M
|
-$3.51M
|
-66,193
|
-47%
|
|
|
72
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$3.88M
|
-$154K
|
-2,916
|
-4%
|
|
|
73
|
Mariner
Overland Park,
Kansas
|
$3.84M
|
+$3.12M
|
+58,897
|
+470%
|
|
|
74
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$3.75M
|
-$82.4K
|
-1,555
|
-2%
|
|
|
75
|
Waverly Advisors
Birmingham,
Alabama
|
$3.67M
|
+$3.61M
|
+68,201
|
New
|
|
