|
51
|
J. Derek Lewis & Associates
Newport Beach,
California
|
$3.36M
|
+$3.32M
|
+105,281
|
New
|
|
|
52
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$3.3M
|
+$421K
|
+13,348
|
+15%
|
|
|
53
|
Lantz Financial
Naperville,
Illinois
|
$3M
|
+$469K
|
+14,854
|
+19%
|
|
|
54
|
CRA Financial Services
Northfield,
New Jersey
|
$2.91M
|
+$123K
|
+3,883
|
+4%
|
|
|
55
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$2.77M
|
+$348K
|
+11,030
|
+15%
|
|
|
56
|
Stewardship Concepts Financial Services
Spokane,
Washington
|
$2.76M
|
+$2.73M
|
+86,388
|
New
|
|
|
57
|
Perennial Investment Advisors
Los Angeles,
California
|
$2.72M
|
+$564K
|
+17,870
|
+27%
|
|
|
58
|
Armstrong Fleming & Moore
Washington,
District of Columbia
|
$2.71M
|
+$44.7K
|
+1,416
|
+2%
|
|
|
59
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$2.64M
|
-$24.2K
|
-766
|
-0.9%
|
|
|
60
|
NavPoint Financial
Prior Lake,
Minnesota
|
$2.57M
|
+$806K
|
+25,536
|
+47%
|
|
|
61
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$2.35M
|
+$2.33M
|
+73,693
|
New
|
|
|
62
|
Harbour Investments
Madison,
Wisconsin
|
$2.26M
|
+$580K
|
+18,382
|
+35%
|
|
|
63
|
Clear Creek Financial Management
Silverdale,
Washington
|
$2.21M
|
+$299K
|
+9,464
|
+16%
|
|
|
64
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$2.19M
|
+$51.4K
|
+1,630
|
+2%
|
|
|
65
|
Cary Street Partners
Richmond,
Virginia
|
$2.06M
|
+$17.9K
|
+566
|
+0.9%
|
|
|
66
|
Rockefeller Capital Management
New York
|
$2.02M
|
+$1.99M
|
+63,110
|
New
|
|
|
67
|
Selby Wealth Management
Emeryville,
California
|
$2M
|
+$1.98M
|
+62,647
|
New
|
|
|
68
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$1.89M
|
+$27.8K
|
+880
|
+2%
|
|
|
69
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$1.87M
|
+$421K
|
+13,356
|
+30%
|
|
|
70
|
Natixis Advisors
Boston,
Massachusetts
|
$1.82M
|
+$1.45M
|
+46,051
|
+424%
|
|
|
71
|
Boyer Financial Services
Newport Beach,
California
|
$1.74M
|
+$1.69M
|
+53,436
|
New
|
|
|
72
|
Steward Partners Investment Advisory
New York
|
$1.71M
|
+$204K
|
+6,473
|
+14%
|
|
|
73
|
LongView Wealth Management
Atlanta,
Georgia
|
$1.71M
|
+$611K
|
+19,368
|
+61%
|
|
|
74
|
Truist Financial
Charlotte,
North Carolina
|
$1.68M
|
+$213K
|
+6,754
|
+15%
|
|
|
75
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$1.64M
|
+$645K
|
+20,433
|
+66%
|
|
