|
51
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.44M
|
+$1.35M
|
+24,520
|
+70%
|
|
|
52
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.32M
|
–
|
–
|
–
|
|
|
53
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$3.3M
|
-$1.99M
|
-36,112
|
-39%
|
|
|
54
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$3.19M
|
+$1.37M
|
+24,805
|
+86%
|
|
|
55
|
Frank Rimerman Advisors
Palo Alto,
California
|
$3.09M
|
–
|
–
|
–
|
|
|
56
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$3.09M
|
+$2.77M
|
+50,217
|
New
|
|
|
57
|
Belpointe Asset Management
Reno,
Nevada
|
$2.88M
|
+$387K
|
+7,031
|
+16%
|
|
|
58
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.64M
|
-$1.32K
|
-24
|
-0.1%
|
|
|
59
|
Wambolt & Associates
Littleton,
Colorado
|
$2.58M
|
-$103K
|
-1,862
|
-4%
|
|
|
60
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.55M
|
+$218K
|
+3,959
|
+10%
|
|
|
61
|
Bank of Stockton
Stockton,
California
|
$2.54M
|
-$330K
|
-5,988
|
-12%
|
|
|
62
|
Avior Wealth Management
Omaha,
Nebraska
|
$2.47M
|
-$272K
|
-4,932
|
-10%
|
|
|
63
|
|
$2.43M
|
+$81.3K
|
+1,475
|
+4%
|
|
|
64
|
BBVA USA Bancshares
Houston,
Texas
|
$2.37M
|
-$77.9K
|
-1,413
|
-3%
|
|
|
65
|
Windham Capital Management
Boston,
Massachusetts
|
$2.37M
|
–
|
–
|
–
|
|
|
66
|
Capital Investment Advisors
Atlanta,
Georgia
|
$2.36M
|
-$46.8K
|
-849
|
-2%
|
|
|
67
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$2.32M
|
+$33.1K
|
+600
|
+2%
|
|
|
68
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$2.27M
|
-$17.9K
|
-324
|
-0.8%
|
|
|
69
|
The Family Firm
Bethesda,
Maryland
|
$2.22M
|
+$34.9K
|
+634
|
+2%
|
|
|
70
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.17M
|
+$1.82M
|
+33,063
|
+727%
|
|
|
71
|
Regis Management Company
Menlo Park,
California
|
$2.17M
|
–
|
–
|
–
|
|
|
72
|
Avantax Advisory Services
Dallas,
Texas
|
$2.16M
|
-$84.4K
|
-1,531
|
-4%
|
|
|
73
|
Private Advisor Group
Morristown,
New Jersey
|
$2.03M
|
-$77.3K
|
-1,402
|
-4%
|
|
|
74
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2M
|
-$144K
|
-2,604
|
-7%
|
|
|
75
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$1.98M
|
+$1.88M
|
+34,171
|
New
|
|
