|
201
|
NFP Retirement Inc
Aliso Viejo,
California
|
$5.74M
|
+$2.75M
|
+9,121
|
+92%
|
|
|
202
|
Wealthfront Advisers
Palo Alto,
California
|
$5.7M
|
+$45.6K
|
+151
|
+0.8%
|
|
|
203
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$5.69M
|
-$2.75M
|
-9,110
|
-33%
|
|
|
204
|
Ackerman Capital Advisors
Dallas,
Texas
|
$5.65M
|
-$209K
|
-693
|
-4%
|
|
|
205
|
Joel Isaacson & Co
New York
|
$5.62M
|
+$12.4K
|
+41
|
+0.2%
|
|
|
206
|
Prosperity Planning
Kansas City,
Missouri
|
$5.59M
|
+$22.3K
|
+74
|
+0.4%
|
|
|
207
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$5.41M
|
-$146K
|
-484
|
-3%
|
|
|
208
|
May Barnhard Investments
Bethesda,
Maryland
|
$5.39M
|
+$74.5K
|
+247
|
+1%
|
|
|
209
|
Bank of New York Mellon
New York
|
$5.28M
|
+$562K
|
+1,863
|
+12%
|
|
|
210
|
Creative Financial Designs
Kokomo,
Indiana
|
$5.26M
|
+$290K
|
+962
|
+6%
|
|
|
211
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$5.26M
|
+$302
|
+1
|
+0%
|
|
|
212
|
Eclectic Associates
Fullerton,
California
|
$5.22M
|
-$54K
|
-179
|
-1%
|
|
|
213
|
Central Trust Company
Jefferson City,
Missouri
|
$5.18M
|
-$47.4K
|
-157
|
-0.9%
|
|
|
214
|
Titleist Asset Management
San Antonio,
Texas
|
$5.18M
|
+$14.8K
|
+49
|
+0.3%
|
|
|
215
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$5.11M
|
-$291K
|
-965
|
-5%
|
|
|
216
|
Fifth Third Securities
Cincinnati,
Ohio
|
$5.06M
|
-$195K
|
-647
|
-4%
|
|
|
217
|
Institute for Wealth Management
Denver,
Colorado
|
$5.01M
|
+$1.12M
|
+3,722
|
+29%
|
|
|
218
|
Zeit Capital
Greenwood Village,
Colorado
|
$4.99M
|
-$15.4K
|
-51
|
-0.3%
|
|
|
219
|
Peak Retirement Planning
Columbus,
Ohio
|
$4.96M
|
+$46.5K
|
+154
|
+0.9%
|
|
|
220
|
Members Trust
Tampa,
Florida
|
$4.91M
|
-$1.23M
|
-4,077
|
-20%
|
|
|
221
|
Essential Planning
Portsmouth,
New Hampshire
|
$4.9M
|
-$17.5K
|
-58
|
-0.4%
|
|
|
222
|
Tenret Company
Tampa,
Florida
|
$4.89M
|
+$87.5K
|
+290
|
+2%
|
|
|
223
|
Gemmer Asset Management
Walnut Creek,
California
|
$4.8M
|
–
|
–
|
–
|
|
|
224
|
Perigon Wealth Management
San Francisco,
California
|
$4.77M
|
-$119K
|
-393
|
-2%
|
|
|
225
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$4.67M
|
-$87.8K
|
-291
|
-2%
|
|
