|
51
|
Bank of Stockton
Stockton,
California
|
$24M
|
-$2.8M
|
-30,865
|
-10%
|
|
|
52
|
Highland Private Wealth Management
Bellevue,
Washington
|
$23.5M
|
+$1.98M
|
+21,820
|
+9%
|
|
|
53
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$23.3M
|
+$2.66M
|
+29,318
|
+13%
|
|
|
54
|
Verde Capital Management
Clarkston,
Michigan
|
$22.8M
|
-$45K
|
-496
|
-0.2%
|
|
|
55
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$22.3M
|
+$1.1M
|
+12,120
|
+5%
|
|
|
56
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$21.2M
|
+$1.97M
|
+21,664
|
+10%
|
|
|
57
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$21.1M
|
+$1.1M
|
+12,070
|
+5%
|
|
|
58
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$20.9M
|
–
|
–
|
–
|
|
|
59
|
Creative Financial Designs
Kokomo,
Indiana
|
$20.4M
|
+$3.36M
|
+36,949
|
+19%
|
|
|
60
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$20.2M
|
+$707K
|
+7,785
|
+4%
|
|
|
61
|
RWA Wealth Partners
Newton,
Massachusetts
|
$19.9M
|
+$20.1M
|
+221,294
|
+8,967%
|
|
|
62
|
Freedom Investment Management
Hartford,
Connecticut
|
$19.4M
|
-$5.24M
|
-57,736
|
-21%
|
|
|
63
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$18M
|
+$1.74M
|
+19,126
|
+10%
|
|
|
64
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$17.8M
|
+$478K
|
+5,264
|
+3%
|
|
|
65
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$17.8M
|
+$1.42M
|
+15,669
|
+8%
|
|
|
66
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$17.2M
|
-$623K
|
-6,856
|
-3%
|
|
|
67
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$17.1M
|
+$1.08M
|
+11,908
|
+7%
|
|
|
68
|
Allegiant Private Advisors
Sarasota,
Florida
|
$17M
|
+$7.51M
|
+82,687
|
+76%
|
|
|
69
|
Wealthfront Advisers
Palo Alto,
California
|
$17M
|
+$7.02M
|
+77,348
|
+68%
|
|
|
70
|
AdvicePeriod
Los Angeles,
California
|
$17M
|
+$696K
|
+7,659
|
+4%
|
|
|
71
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$16.7M
|
+$2.52M
|
+27,799
|
+17%
|
|
|
72
|
Fullen Financial Group
Columbus,
Ohio
|
$16.3M
|
+$1.57M
|
+17,243
|
+10%
|
|
|
73
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$16.2M
|
+$16.5M
|
+182,229
|
New
|
|
|
74
|
Kestra Advisory Services
Austin,
Texas
|
$16M
|
+$4.61M
|
+50,761
|
+39%
|
|
|
75
|
Avantax Advisory Services
Dallas,
Texas
|
$15.8M
|
+$1.5M
|
+16,486
|
+10%
|
|
