|
26
|
American Planning Services
Sun City Center,
Florida
|
$15.2M
|
+$1.59M
|
+63,211
|
+12%
|
|
|
27
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$14.3M
|
-$994K
|
-39,439
|
-7%
|
|
|
28
|
Truist Financial
Charlotte,
North Carolina
|
$14.2M
|
+$1.56M
|
+61,788
|
+12%
|
|
|
29
|
Windsor Capital Management
Phoenix,
Arizona
|
$13.4M
|
–
|
–
|
–
|
|
|
30
|
NovaPoint Capital
Atlanta,
Georgia
|
$13.4M
|
-$3.09M
|
-122,627
|
-19%
|
|
|
31
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$13.3M
|
-$665K
|
-26,390
|
-5%
|
|
|
32
|
Summit Asset Management
Memphis,
Tennessee
|
$13.2M
|
+$273K
|
+10,840
|
+2%
|
|
|
33
|
Leavell Investment Management
Mobile,
Alabama
|
$13M
|
-$783K
|
-31,049
|
-6%
|
|
|
34
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$12.7M
|
+$11.3M
|
+448,592
|
+831%
|
|
|
35
|
MCF Advisors
Covington,
Kentucky
|
$12.2M
|
+$252K
|
+9,991
|
+2%
|
|
|
36
|
Ruggaard & Associates
Hudson,
Ohio
|
$12M
|
+$251K
|
+9,972
|
+2%
|
|
|
37
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.7M
|
+$690K
|
+27,386
|
+6%
|
|
|
38
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$11.5M
|
–
|
–
|
–
|
|
|
39
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.1M
|
-$5.02M
|
-199,312
|
-31%
|
|
|
40
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$11M
|
+$9.69M
|
+384,428
|
+741%
|
|
|
41
|
Keeler Thomas Management
Orem,
Utah
|
$10.8M
|
+$10.5M
|
+415,565
|
New
|
|
|
42
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$10.8M
|
+$6.52M
|
+258,480
|
+153%
|
|
|
43
|
Central Trust Company
Jefferson City,
Missouri
|
$10.6M
|
-$4.91M
|
-194,860
|
-32%
|
|
|
44
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$10.5M
|
–
|
–
|
–
|
|
|
45
|
Instrumental Wealth
Tampa,
Florida
|
$10.4M
|
+$71.8K
|
+2,849
|
+0.7%
|
|
|
46
|
EP Wealth Advisors
Torrance,
California
|
$9.64M
|
-$45.7K
|
-1,814
|
-49%
|
|
|
47
|
Arrow Financial
Glens Falls,
New York
|
$9.3M
|
+$1.1M
|
+43,634
|
+13%
|
|
|
48
|
Creative Planning
Overland Park,
Kansas
|
$9.12M
|
+$1.32M
|
+52,544
|
+17%
|
|
|
49
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.67M
|
+$1.11M
|
+44,012
|
+15%
|
|
|
50
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$8.56M
|
+$247K
|
+9,798
|
+3%
|
|
