|
51
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$8.66M
|
-$100K
|
-5,451
|
-1%
|
|
|
52
|
Tiedemann Advisors
New York
|
$8.11M
|
+$2.68M
|
+145,842
|
+44%
|
|
|
53
|
Tradition Wealth Management
Edina,
Minnesota
|
$7.88M
|
+$3.43M
|
+186,432
|
+67%
|
|
|
54
|
RHS Financial
San Francisco,
California
|
$7.73M
|
-$994K
|
-53,988
|
-11%
|
|
|
55
|
Systelligence LLC
Bloomington,
Minnesota
|
$7.41M
|
-$1.3M
|
-70,794
|
-14%
|
|
|
56
|
Reston Wealth Management
Reston,
Virginia
|
$7.01M
|
+$114K
|
+6,198
|
+2%
|
|
|
57
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$6.27M
|
+$6.8M
|
+369,624
|
New
|
|
|
58
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.96M
|
+$1.63M
|
+88,278
|
+34%
|
|
|
59
|
Mariner
Overland Park,
Kansas
|
$5.7M
|
+$588K
|
+31,953
|
+11%
|
|
|
60
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.59M
|
+$758K
|
+41,157
|
+14%
|
|
|
61
|
BMS Financial Advisors
Rapid City,
South Dakota
|
$5.49M
|
-$9.32M
|
-506,355
|
-64%
|
|
|
62
|
Sterling Financial Planning
Sparta,
New Jersey
|
$5.47M
|
+$306K
|
+16,599
|
+5%
|
|
|
63
|
Cahill Financial Advisors
Edina,
Minnesota
|
$5.32M
|
+$1.23M
|
+66,873
|
+27%
|
|
|
64
|
Foster & Motley
Cincinnati,
Ohio
|
$4.84M
|
+$232K
|
+12,618
|
+5%
|
|
|
65
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$4.83M
|
+$5.24M
|
+284,718
|
New
|
|
|
66
|
GW & Wade
Wellesley,
Massachusetts
|
$4.76M
|
+$3.2M
|
+173,793
|
+162%
|
|
|
67
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$4.68M
|
+$3.42M
|
+185,763
|
+206%
|
|
|
68
|
Gratus Capital
Atlanta,
Georgia
|
$4.14M
|
-$629K
|
-34,170
|
-12%
|
|
|
69
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$4.06M
|
-$392K
|
-21,288
|
-8%
|
|
|
70
|
Madison Wealth Management
Cincinnati,
Ohio
|
$4.03M
|
+$638K
|
+34,671
|
+17%
|
|
|
71
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$3.88M
|
+$4.21M
|
+228,945
|
New
|
|
|
72
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$3.87M
|
-$5.08M
|
-275,904
|
-55%
|
|
|
73
|
Charles Schwab Trust
Henderson,
Nevada
|
$3.87M
|
+$309K
|
+16,806
|
+8%
|
|
|
74
|
Red Tortoise LLC
Atlanta,
Georgia
|
$3.74M
|
+$118K
|
+6,429
|
+3%
|
|
|
75
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.62M
|
+$651K
|
+35,340
|
+20%
|
|
