|
51
|
Eight 31 Financial
Midland,
Texas
|
$8.14M
|
+$181K
|
+8,092
|
+2%
|
|
|
52
|
|
$7.78M
|
+$540K
|
+24,108
|
+7%
|
|
|
53
|
Financial Engines Advisors
Santa Clara,
California
|
$7.51M
|
-$142K
|
-6,347
|
-2%
|
|
|
54
|
Global Retirement Partners
San Rafael,
California
|
$7.45M
|
+$7.46M
|
+333,212
|
New
|
|
|
55
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$7.36M
|
+$120K
|
+5,349
|
+2%
|
|
|
56
|
Ameriprise
Minneapolis,
Minnesota
|
$7.28M
|
+$787K
|
+35,153
|
+12%
|
|
|
57
|
Flavin Financial Services
Melbourne,
Florida
|
$7.22M
|
+$20.9K
|
+935
|
+0.3%
|
|
|
58
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$7M
|
+$1.08M
|
+48,361
|
+18%
|
|
|
59
|
Rebalance
Palo Alto,
California
|
$6.7M
|
+$649K
|
+29,010
|
+11%
|
|
|
60
|
Fagan Associates
Troy,
New York
|
$6.69M
|
-$33K
|
-1,475
|
-0.5%
|
|
|
61
|
Stifel Financial
St. Louis,
Missouri
|
$6.37M
|
+$220K
|
+9,850
|
+4%
|
|
|
62
|
Boston Family Office
Boston,
Massachusetts
|
$6.31M
|
+$207K
|
+9,230
|
+3%
|
|
|
63
|
Leavell Investment Management
Mobile,
Alabama
|
$5.81M
|
+$498K
|
+22,261
|
+9%
|
|
|
64
|
Asset Dedication LLC
San Francisco,
California
|
$5.81M
|
+$401K
|
+17,903
|
+7%
|
|
|
65
|
Truist Financial
Charlotte,
North Carolina
|
$5.41M
|
+$380K
|
+16,992
|
+8%
|
|
|
66
|
Stockman Wealth Management
Billings,
Montana
|
$5.25M
|
+$141K
|
+6,313
|
+3%
|
|
|
67
|
Belpointe Asset Management
Reno,
Nevada
|
$5.08M
|
-$12.1K
|
-539
|
-0.2%
|
|
|
68
|
D.A. Davidson & Co
Great Falls,
Montana
|
$5.02M
|
+$917K
|
+40,958
|
+22%
|
|
|
69
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$4.97M
|
-$32.6M
|
-1,455,971
|
-87%
|
|
|
70
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$4.52M
|
+$134K
|
+5,990
|
+3%
|
|
|
71
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$4.42M
|
-$262K
|
-11,714
|
-6%
|
|
|
72
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$4.37M
|
+$775K
|
+34,613
|
+22%
|
|
|
73
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.2M
|
-$27.8K
|
-1,240
|
-0.7%
|
|
|
74
|
Central Trust Company
Jefferson City,
Missouri
|
$4.01M
|
-$234K
|
-10,451
|
-6%
|
|
|
75
|
Valmark Advisers
Akron,
Ohio
|
$3.96M
|
+$1.12M
|
+49,928
|
+39%
|
|
