|
201
|
New York Life Investment Management
New York
|
$4.66M
|
–
|
–
|
–
|
|
|
202
|
Friedenthal Financial
Marlton,
New Jersey
|
$4.65M
|
+$4.66M
|
+48,500
|
New
|
|
|
203
|
AMI Investment Management
Kendallville,
Indiana
|
$4.64M
|
+$522K
|
+5,423
|
+13%
|
|
|
204
|
WESCAP Management Group
Glendale,
California
|
$4.62M
|
+$678K
|
+7,047
|
+17%
|
|
|
205
|
Park Avenue Securities
New York
|
$4.59M
|
+$250K
|
+2,596
|
+6%
|
|
|
206
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$4.58M
|
-$111K
|
-1,156
|
-2%
|
|
|
207
|
GeoWealth Management
Chicago,
Illinois
|
$4.49M
|
+$1.24M
|
+12,875
|
+38%
|
|
|
208
|
Colorado Capital Management
Boulder,
Colorado
|
$4.48M
|
-$331K
|
-3,444
|
-7%
|
|
|
209
|
Miracle Mile Advisors
Los Angeles,
California
|
$4.47M
|
+$4.49M
|
+46,645
|
New
|
|
|
210
|
Lazard Asset Management
New York
|
$4.46M
|
–
|
–
|
–
|
|
|
211
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$4.45M
|
-$1.11M
|
-11,521
|
-20%
|
|
|
212
|
AJ Wealth Strategies
New York
|
$4.3M
|
+$375K
|
+3,895
|
+9%
|
|
|
213
|
Roundview Capital
Princeton,
New Jersey
|
$4.3M
|
+$37.1K
|
+386
|
+0.9%
|
|
|
214
|
Executive Wealth Group
Kirkland,
Washington
|
$4.29M
|
+$3.37K
|
+35
|
+0.1%
|
|
|
215
|
Apella Capital
West Hartford,
Connecticut
|
$4.18M
|
+$1.77M
|
+18,355
|
+73%
|
|
|
216
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$4.1M
|
-$8.74M
|
-90,891
|
-68%
|
|
|
217
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$4.09M
|
+$217K
|
+2,257
|
+6%
|
|
|
218
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$4.05M
|
+$1.77M
|
+18,399
|
+77%
|
|
|
219
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$4.01M
|
+$552K
|
+5,739
|
+16%
|
|
|
220
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$3.97M
|
+$761K
|
+7,918
|
+24%
|
|
|
221
|
Sunesis Advisors
Overland Park,
Kansas
|
$3.96M
|
–
|
–
|
–
|
|
|
222
|
Lutz Financial Services
Omaha,
Nebraska
|
$3.93M
|
-$1.44M
|
-14,929
|
-27%
|
|
|
223
|
Bray Capital Advisors
Naples,
Florida
|
$3.89M
|
-$481
|
-5
|
-0%
|
|
|
224
|
Mariner
Overland Park,
Kansas
|
$3.88M
|
+$149K
|
+1,547
|
+4%
|
|
|
225
|
RWA Wealth Partners
Newton,
Massachusetts
|
$3.83M
|
-$29.7M
|
-309,310
|
-89%
|
|
