|
51
|
Creative Planning
Overland Park,
Kansas
|
$11.2M
|
+$1.43M
|
+57,590
|
+15%
|
|
|
52
|
Leavell Investment Management
Mobile,
Alabama
|
$11.1M
|
-$1.16M
|
-46,615
|
-9%
|
|
|
53
|
Windsor Capital Management
Phoenix,
Arizona
|
$10.8M
|
-$75.3K
|
-3,036
|
-0.7%
|
|
|
54
|
Journey Advisory Group
Covington,
Kentucky
|
$10.6M
|
+$320K
|
+12,928
|
+3%
|
|
|
55
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.74M
|
-$21.2M
|
-853,814
|
-69%
|
|
|
56
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9.64M
|
+$2.83M
|
+114,292
|
+42%
|
|
|
57
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$9.39M
|
+$192K
|
+7,762
|
+2%
|
|
|
58
|
Capital Investment Advisors
Atlanta,
Georgia
|
$9.38M
|
+$447K
|
+18,050
|
+5%
|
|
|
59
|
Strid Group
Newtown Square,
Pennsylvania
|
$9.37M
|
+$1.7M
|
+68,712
|
+22%
|
|
|
60
|
MCF Advisors
Covington,
Kentucky
|
$9.37M
|
+$250K
|
+10,073
|
+3%
|
|
|
61
|
Kestra Advisory Services
Austin,
Texas
|
$9.2M
|
+$1.87M
|
+75,442
|
+26%
|
|
|
62
|
Confluence Investment Management
St. Louis,
Missouri
|
$8.83M
|
-$159K
|
-6,419
|
-2%
|
|
|
63
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$8.23M
|
+$2.71M
|
+109,118
|
+49%
|
|
|
64
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$8.16M
|
-$549K
|
-22,155
|
-6%
|
|
|
65
|
Merit Financial Group
Alpharetta,
Georgia
|
$8.08M
|
+$146K
|
+5,883
|
+2%
|
|
|
66
|
Global Retirement Partners
San Rafael,
California
|
$7.79M
|
+$355K
|
+14,335
|
+5%
|
|
|
67
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$7.75M
|
+$7.71M
|
+310,962
|
New
|
|
|
68
|
Atria Wealth Solutions
New York
|
$7.47M
|
+$1.26M
|
+50,984
|
+20%
|
|
|
69
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$7.22M
|
-$109K
|
-4,416
|
-2%
|
|
|
70
|
PFG Private Wealth Management
Lutz,
Florida
|
$7.22M
|
+$166K
|
+6,711
|
+2%
|
|
|
71
|
Hamel Associates
Chatham,
New Jersey
|
$7.16M
|
+$81.8K
|
+3,300
|
+1%
|
|
|
72
|
EP Wealth Advisors
Torrance,
California
|
$7.14M
|
+$450K
|
+18,145
|
+7%
|
|
|
73
|
Lyell Wealth Management
Menlo Park,
California
|
$7.02M
|
-$312K
|
-12,568
|
-4%
|
|
|
74
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$6.62M
|
-$143K
|
-5,784
|
-2%
|
|
|
75
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$6.6M
|
+$6.57M
|
+265,119
|
New
|
|
