|
51
|
Weatherly Asset Management
Del Mar,
California
|
$3.42M
|
+$3.39M
|
+47,432
|
New
|
|
|
52
|
PDS Planning
Dublin,
Ohio
|
$3.24M
|
-$134K
|
-1,884
|
-4%
|
|
|
53
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$3.12M
|
+$167K
|
+2,333
|
+6%
|
|
|
54
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.97M
|
+$682K
|
+9,557
|
+30%
|
|
|
55
|
Country Club Trust
Kansas City,
Missouri
|
$2.84M
|
-$202K
|
-2,836
|
-7%
|
|
|
56
|
Howard Financial Services
Dallas,
Texas
|
$2.75M
|
+$815K
|
+11,424
|
+43%
|
|
|
57
|
|
$2.73M
|
+$590K
|
+8,262
|
+28%
|
|
|
58
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$2.72M
|
+$2.69M
|
+37,749
|
New
|
|
|
59
|
Trilogy Capital
Irvine,
California
|
$2.62M
|
+$2.6M
|
+36,445
|
New
|
|
|
60
|
|
$2.55M
|
–
|
–
|
–
|
|
|
61
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$2.53M
|
-$1.43M
|
-20,006
|
-36%
|
|
|
62
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$2.53M
|
+$542K
|
+7,590
|
+28%
|
|
|
63
|
Leavell Investment Management
Mobile,
Alabama
|
$2.44M
|
+$603K
|
+8,450
|
+33%
|
|
|
64
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$2.3M
|
-$314K
|
-4,406
|
-12%
|
|
|
65
|
Human Investing
Lake Oswego,
Oregon
|
$2.3M
|
+$1.54M
|
+21,626
|
+209%
|
|
|
66
|
SeaCrest Wealth Management
Purchase,
New York
|
$2.26M
|
+$1.54M
|
+21,641
|
+221%
|
|
|
67
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.23M
|
+$1.18M
|
+16,532
|
+115%
|
|
|
68
|
Wade Financial Advisory
Campbell,
California
|
$2.21M
|
-$33.5K
|
-469
|
-2%
|
|
|
69
|
Financial Perspectives
Minneapolis,
Minnesota
|
$2.19M
|
+$397K
|
+5,562
|
+22%
|
|
|
70
|
Investment Partners
New Philadelphia,
Ohio
|
$2.12M
|
–
|
–
|
–
|
|
|
71
|
United Capital Financial Advisors
Irving,
Texas
|
$2.11M
|
+$52.2K
|
+731
|
+3%
|
|
|
72
|
Nikulski Financial
Bettendorf,
Iowa
|
$2.08M
|
+$35K
|
+491
|
+2%
|
|
|
73
|
Archford Capital Strategies
Swansea,
Illinois
|
$2.03M
|
+$81.2K
|
+1,137
|
+4%
|
|
|
74
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$1.99M
|
-$3.21K
|
-45
|
-0.2%
|
|
|
75
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$1.93M
|
-$464K
|
-6,500
|
-19%
|
|
