|
51
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$13.5M
|
-$345K
|
-11,904
|
-3%
|
|
|
52
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$13M
|
+$12.4M
|
+428,292
|
New
|
|
|
53
|
Kraft Asset Management
Nashville,
Tennessee
|
$12.4M
|
+$842
|
+29
|
+0%
|
|
|
54
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$12.3M
|
+$1.75M
|
+60,247
|
+17%
|
|
|
55
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$12.3M
|
+$782K
|
+26,944
|
+7%
|
|
|
56
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$12M
|
+$3.88M
|
+133,731
|
+51%
|
|
|
57
|
Shearwater Capital
Denver,
Colorado
|
$11.6M
|
-$208K
|
-7,179
|
-2%
|
|
|
58
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$11.5M
|
-$7.36M
|
-253,591
|
-40%
|
|
|
59
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.1M
|
-$437K
|
-15,055
|
-4%
|
|
|
60
|
Rather & Kittrell
Knoxville,
Tennessee
|
$11M
|
-$2.86M
|
-98,414
|
-21%
|
|
|
61
|
Destiny Wealth Partners
Tavares,
Florida
|
$10.9M
|
+$10.4M
|
+359,585
|
New
|
|
|
62
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$10.9M
|
-$98.5K
|
-3,394
|
-0.9%
|
|
|
63
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.9M
|
+$4.21M
|
+145,166
|
+68%
|
|
|
64
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$10.6M
|
-$67.9K
|
-2,341
|
-0.7%
|
|
|
65
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.5M
|
+$2.69M
|
+92,607
|
+36%
|
|
|
66
|
Claris Advisors
St. Louis,
Missouri
|
$10.4M
|
+$153K
|
+5,269
|
+2%
|
|
|
67
|
Dopkins Wealth Management
Williamsville,
New York
|
$10.3M
|
+$147K
|
+5,049
|
+2%
|
|
|
68
|
Avantax Advisory Services
Dallas,
Texas
|
$10.2M
|
-$494K
|
-17,025
|
-5%
|
|
|
69
|
Symmetry Partners
Glastonbury,
Connecticut
|
$10.1M
|
+$391K
|
+13,488
|
+4%
|
|
|
70
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$8.52M
|
+$141K
|
+4,844
|
+2%
|
|
|
71
|
Beacon Pointe Advisors
Newport Beach,
California
|
$8.51M
|
+$1.79M
|
+61,646
|
+28%
|
|
|
72
|
Fortress Wealth Management
Culver City,
California
|
$8.48M
|
+$1.09M
|
+37,706
|
+16%
|
|
|
73
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$8.43M
|
-$127K
|
-4,384
|
-2%
|
|
|
74
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$8.35M
|
+$6.47M
|
+222,908
|
+430%
|
|
|
75
|
Rockefeller Capital Management
New York
|
$8.11M
|
+$2.6M
|
+89,738
|
+51%
|
|
