|
51
|
Creative Planning
Overland Park,
Kansas
|
$8.99M
|
+$121K
|
+1,012
|
+2%
|
|
|
52
|
KCM Investment Advisors
Greenbrae,
California
|
$8.86M
|
-$39.7K
|
-331
|
-0.5%
|
|
|
53
|
Roundview Capital
Princeton,
New Jersey
|
$8.77M
|
+$496K
|
+4,136
|
+7%
|
|
|
54
|
Avantax Advisory Services
Dallas,
Texas
|
$8.3M
|
+$866K
|
+7,220
|
+13%
|
|
|
55
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$8.03M
|
-$54.1K
|
-451
|
-0.7%
|
|
|
56
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$7.97M
|
-$7.29M
|
-60,809
|
-50%
|
|
|
57
|
Truist Financial
Charlotte,
North Carolina
|
$7.73M
|
-$138K
|
-1,151
|
-2%
|
|
|
58
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$7.52M
|
+$3.94M
|
+32,856
|
+135%
|
|
|
59
|
Pathstone Holdings
Englewood,
New Jersey
|
$7.02M
|
-$3K
|
-25
|
-0%
|
|
|
60
|
Cambridge Associates
Boston,
Massachusetts
|
$6.74M
|
–
|
–
|
–
|
|
|
61
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$6.03M
|
+$959
|
+8
|
+0%
|
|
|
62
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$5.95M
|
+$455K
|
+3,792
|
+9%
|
|
|
63
|
Montag & Associates
Atlanta,
Georgia
|
$5.79M
|
-$2.54M
|
-21,186
|
-33%
|
|
|
64
|
MML Investors Services
Springfield,
Massachusetts
|
$5.73M
|
+$78.9K
|
+658
|
+2%
|
|
|
65
|
GoalFusion Wealth Management
Austin,
Texas
|
$5.73M
|
-$4.43K
|
-37
|
-0.1%
|
|
|
66
|
Syon Capital
San Francisco,
California
|
$5.43M
|
-$164K
|
-1,364
|
-3%
|
|
|
67
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$5.28M
|
-$1.55M
|
-12,944
|
-24%
|
|
|
68
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$5.26M
|
+$2.28M
|
+19,030
|
+91%
|
|
|
69
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$5.06M
|
+$2.73M
|
+22,767
|
+146%
|
|
|
70
|
Accel Wealth Management
Waverly,
Iowa
|
$5.02M
|
+$83K
|
+692
|
+2%
|
|
|
71
|
Bailard
Foster City,
California
|
$5M
|
+$3.8M
|
+31,725
|
+507%
|
|
|
72
|
Simplicity Wealth
Summit,
New Jersey
|
$4.92M
|
+$4.48M
|
+37,389
|
New
|
|
|
73
|
Wellington Shields Capital Management
New York
|
$4.84M
|
+$857K
|
+7,149
|
+24%
|
|
|
74
|
Shilanski & Associates
Anchorage,
Alaska
|
$4.82M
|
+$89.5K
|
+747
|
+2%
|
|
|
75
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$4.66M
|
+$272K
|
+2,266
|
+7%
|
|
