|
51
|
Newport Wealth Strategies
Irvine,
California
|
$3.36M
|
-$3.12M
|
-22,898
|
-49%
|
|
|
52
|
Nelson Capital Management
Menlo Park,
California
|
$3.26M
|
-$148K
|
-1,086
|
-4%
|
|
|
53
|
Creative Planning
Overland Park,
Kansas
|
$3.23M
|
+$123K
|
+906
|
+4%
|
|
|
54
|
|
$3.15M
|
+$3.05M
|
+22,400
|
New
|
|
|
55
|
Centaurus Financial
Anaheim,
California
|
$3.13M
|
+$2.52M
|
+18,479
|
+491%
|
|
|
56
|
Fiduciary Trust
Boston,
Massachusetts
|
$3.08M
|
+$380K
|
+2,790
|
+15%
|
|
|
57
|
Harbour Investments
Madison,
Wisconsin
|
$3.07M
|
+$2.98M
|
+21,862
|
New
|
|
|
58
|
AE Wealth Management
Topeka,
Kansas
|
$2.96M
|
-$1.11M
|
-8,123
|
-28%
|
|
|
59
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$2.87M
|
-$95.9K
|
-704
|
-3%
|
|
|
60
|
HighTower Advisors
Chicago,
Illinois
|
$2.72M
|
+$2.65M
|
+19,423
|
New
|
|
|
61
|
US Bancorp
Minneapolis,
Minnesota
|
$2.72M
|
+$2.47M
|
+18,126
|
+1,470%
|
|
|
62
|
Nachman Norwood & Parrott
Greenville,
South Carolina
|
$2.64M
|
–
|
–
|
–
|
|
|
63
|
WBH Advisory
Baltimore,
Maryland
|
$2.49M
|
-$68.5K
|
-503
|
-3%
|
|
|
64
|
Stifel Financial
St. Louis,
Missouri
|
$2.31M
|
+$374K
|
+2,749
|
+20%
|
|
|
65
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$2.25M
|
-$413K
|
-3,035
|
-16%
|
|
|
66
|
KCM Investment Advisors
Greenbrae,
California
|
$2.2M
|
-$139K
|
-1,022
|
-6%
|
|
|
67
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.19M
|
+$342K
|
+2,512
|
New
|
|
|
68
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.18M
|
-$209K
|
-1,532
|
-9%
|
|
|
69
|
Fifth Third Securities
Cincinnati,
Ohio
|
$2.16M
|
-$620K
|
-4,550
|
-23%
|
|
|
70
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$2.06M
|
-$2.75M
|
-20,161
|
-59%
|
|
|
71
|
United Capital Financial Advisors
Irving,
Texas
|
$2.05M
|
+$246K
|
+1,809
|
+14%
|
|
|
72
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$2.04M
|
-$370K
|
-2,716
|
-16%
|
|
|
73
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.98M
|
-$42.9K
|
-315
|
-2%
|
|
|
74
|
PGIM Custom Harvest
Newark,
New Jersey
|
$1.96M
|
+$1.19M
|
+8,734
|
+168%
|
|
|
75
|
Brookstone Capital Management
Wheaton,
Illinois
|
$1.93M
|
-$1.73M
|
-12,686
|
-48%
|
|
