|
51
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$20.9M
|
+$5.33M
|
+56,890
|
+34%
|
|
|
52
|
Highland Private Wealth Management
Bellevue,
Washington
|
$20.6M
|
+$3.87M
|
+41,348
|
+23%
|
|
|
53
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$20.3M
|
+$905K
|
+9,665
|
+5%
|
|
|
54
|
TIAA FSB
Jacksonville,
Florida
|
$20.1M
|
+$5.71M
|
+61,012
|
+39%
|
|
|
55
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$20M
|
+$2.48M
|
+26,441
|
+14%
|
|
|
56
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$19.9M
|
+$20M
|
+213,295
|
New
|
|
|
57
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$19.8M
|
+$1.28M
|
+13,620
|
+7%
|
|
|
58
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$19.5M
|
+$461K
|
+4,919
|
+2%
|
|
|
59
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$19.4M
|
+$19.4M
|
+207,560
|
New
|
|
|
60
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$18.8M
|
+$2.04M
|
+21,732
|
+12%
|
|
|
61
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$18.7M
|
+$1.17M
|
+12,471
|
+7%
|
|
|
62
|
FundX Investment Group
San Francisco,
California
|
$17.9M
|
+$1.51M
|
+16,105
|
+9%
|
|
|
63
|
Creative Financial Designs
Kokomo,
Indiana
|
$16.9M
|
+$3.78M
|
+40,352
|
+29%
|
|
|
64
|
AdvicePeriod
Los Angeles,
California
|
$16.8M
|
+$1.59M
|
+16,959
|
+10%
|
|
|
65
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$16.6M
|
+$3.6M
|
+38,428
|
+28%
|
|
|
66
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$16.5M
|
+$916K
|
+9,780
|
+6%
|
|
|
67
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$15.8M
|
+$1.04M
|
+11,095
|
+7%
|
|
|
68
|
Systelligence LLC
Bloomington,
Minnesota
|
$15.7M
|
+$10.7M
|
+114,163
|
+213%
|
|
|
69
|
Avantax Advisory Services
Dallas,
Texas
|
$15.7M
|
+$7.38M
|
+78,826
|
+89%
|
|
|
70
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$15.4M
|
+$769K
|
+8,212
|
+5%
|
|
|
71
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$15.3M
|
+$2.04M
|
+21,749
|
+15%
|
|
|
72
|
Verition Fund Management
Greenwich,
Connecticut
|
$14.9M
|
-$1.48M
|
-15,819
|
-9%
|
|
|
73
|
Brio Consultants
San Francisco,
California
|
$14.8M
|
+$1.42M
|
+15,144
|
+11%
|
|
|
74
|
First Merchants Corp
Muncie,
Indiana
|
$14.8M
|
-$47.4K
|
-506
|
-0.3%
|
|
|
75
|
Fullen Financial Group
Columbus,
Ohio
|
$14.6M
|
+$598K
|
+6,386
|
+4%
|
|
