|
51
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$14.1M
|
-$282K
|
-8,740
|
-2%
|
|
|
52
|
Beacon Pointe Advisors
Newport Beach,
California
|
$13.9M
|
+$4.87M
|
+150,968
|
+54%
|
|
|
53
|
Total Wealth Planning
Cincinnati,
Ohio
|
$13.6M
|
+$5.1M
|
+158,037
|
+60%
|
|
|
54
|
McLean Asset Management
Tysons,
Virginia
|
$13.4M
|
-$2.86M
|
-88,601
|
-18%
|
|
|
55
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$13.2M
|
+$1.01M
|
+31,334
|
+8%
|
|
|
56
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$13.1M
|
+$371K
|
+11,484
|
+3%
|
|
|
57
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$12.8M
|
-$273K
|
-8,473
|
-2%
|
|
|
58
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$12.7M
|
-$337K
|
-10,430
|
-3%
|
|
|
59
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12.7M
|
+$1.49M
|
+46,211
|
+13%
|
|
|
60
|
Destiny Wealth Partners
Tavares,
Florida
|
$12.6M
|
+$1.03M
|
+31,823
|
+9%
|
|
|
61
|
Shearwater Capital
Denver,
Colorado
|
$12.1M
|
-$178K
|
-5,512
|
-1%
|
|
|
62
|
Kraft Asset Management
Nashville,
Tennessee
|
$12M
|
-$1.16M
|
-35,912
|
-9%
|
|
|
63
|
Rather & Kittrell
Knoxville,
Tennessee
|
$11.7M
|
+$2.26K
|
+70
|
+0%
|
|
|
64
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$11.7M
|
+$11.3M
|
+351,119
|
+2,923%
|
|
|
65
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$11.4M
|
-$213K
|
-6,587
|
-2%
|
|
|
66
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.3M
|
+$5.51M
|
+170,790
|
+95%
|
|
|
67
|
Verus Financial Partners
Richmond,
Virginia
|
$11.3M
|
+$4.05M
|
+125,559
|
+57%
|
|
|
68
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$11.3M
|
+$60.4K
|
+1,871
|
+0.5%
|
|
|
69
|
Fortress Wealth Management
Culver City,
California
|
$10.9M
|
+$1.87M
|
+57,842
|
+21%
|
|
|
70
|
Claris Advisors
St. Louis,
Missouri
|
$10.8M
|
-$201K
|
-6,228
|
-2%
|
|
|
71
|
Dopkins Wealth Management
Williamsville,
New York
|
$10.7M
|
-$203K
|
-6,298
|
-2%
|
|
|
72
|
Pathstone Family Office
Englewood,
New Jersey
|
$10.7M
|
-$10.5M
|
-324,401
|
-49%
|
|
|
73
|
Symmetry Partners
Glastonbury,
Connecticut
|
$10.4M
|
-$254K
|
-7,872
|
-2%
|
|
|
74
|
Rockefeller Capital Management
New York
|
$10.3M
|
+$1.67M
|
+51,747
|
+19%
|
|
|
75
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$9.93M
|
+$1.08M
|
+33,347
|
+12%
|
|
