|
51
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$21.6M
|
+$893K
|
+9,588
|
+4%
|
|
|
52
|
Efficient Advisors
Mason,
Ohio
|
$21.2M
|
+$16.9M
|
+181,042
|
+382%
|
|
|
53
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$21M
|
+$26.2M
|
+280,988
|
New
|
|
|
54
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$21M
|
+$854K
|
+9,172
|
+4%
|
|
|
55
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$20.9M
|
-$416K
|
-4,463
|
-2%
|
|
|
56
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$20.5M
|
+$2M
|
+21,434
|
+11%
|
|
|
57
|
Oppenheimer & Co
New York
|
$20.5M
|
+$20.3M
|
+217,551
|
+7,623%
|
|
|
58
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$20.4M
|
+$1.66M
|
+17,858
|
+9%
|
|
|
59
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$20.2M
|
+$847K
|
+9,100
|
+4%
|
|
|
60
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$18.6M
|
-$1.04M
|
-11,167
|
-5%
|
|
|
61
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$18.2M
|
+$14M
|
+149,918
|
+328%
|
|
|
62
|
Creative Financial Designs
Kokomo,
Indiana
|
$17.9M
|
+$1.1M
|
+11,859
|
+7%
|
|
|
63
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$17.6M
|
+$1.33M
|
+14,303
|
+8%
|
|
|
64
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$17.2M
|
+$1.93M
|
+20,741
|
+13%
|
|
|
65
|
AdvicePeriod
Los Angeles,
California
|
$17M
|
+$310K
|
+3,328
|
+2%
|
|
|
66
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$17M
|
+$17.1M
|
+183,319
|
New
|
|
|
67
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$16.8M
|
+$1.61M
|
+17,238
|
+11%
|
|
|
68
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$15.9M
|
+$220K
|
+2,364
|
+1%
|
|
|
69
|
AJ Wealth Strategies
New York
|
$15.7M
|
+$2.73M
|
+29,354
|
+21%
|
|
|
70
|
Fullen Financial Group
Columbus,
Ohio
|
$15.5M
|
+$970K
|
+10,411
|
+7%
|
|
|
71
|
First Merchants Corp
Muncie,
Indiana
|
$15.1M
|
+$389K
|
+4,182
|
+3%
|
|
|
72
|
Avantax Advisory Services
Dallas,
Texas
|
$15.1M
|
-$510K
|
-5,481
|
-3%
|
|
|
73
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$14.9M
|
+$3.59M
|
+38,600
|
+32%
|
|
|
74
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$14.4M
|
-$72.9K
|
-783
|
-0.5%
|
|
|
75
|
|
$14.4M
|
+$1.36M
|
+14,587
|
+10%
|
|
