|
51
|
First International Bank & Trust
Watford City,
North Dakota
|
$12.8M
|
+$13.2K
|
+263
|
+0.1%
|
|
|
52
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$12.4M
|
+$1.62M
|
+32,288
|
+15%
|
|
|
53
|
Tempus Wealth Planning
Irvine,
California
|
$12.1M
|
-$1.23M
|
-24,624
|
-9%
|
|
|
54
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$11.5M
|
+$9.56M
|
+190,890
|
+483%
|
|
|
55
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$11.3M
|
-$914K
|
-18,241
|
-7%
|
|
|
56
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$11.3M
|
+$1.08M
|
+21,511
|
+11%
|
|
|
57
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$11.1M
|
-$8.69M
|
-173,560
|
-44%
|
|
|
58
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$10.8M
|
–
|
–
|
–
|
|
|
59
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$10.7M
|
+$10.3M
|
+204,954
|
+2,563%
|
|
|
60
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.4M
|
-$2.83M
|
-56,547
|
-21%
|
|
|
61
|
Keebeck Wealth Management
Chicago,
Illinois
|
$10.2M
|
–
|
–
|
–
|
|
|
62
|
BT Wealth Management
Atlanta,
Georgia
|
$10M
|
+$10.1M
|
+200,676
|
New
|
|
|
63
|
Family Management
New York
|
$9.72M
|
+$9.73M
|
+194,282
|
New
|
|
|
64
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$9.64M
|
+$4.13M
|
+82,389
|
+75%
|
|
|
65
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$9.52M
|
+$160K
|
+3,200
|
+2%
|
|
|
66
|
Snider Financial Group
Bellevue,
Washington
|
$9.42M
|
-$4.06M
|
-81,029
|
-30%
|
|
|
67
|
Blue Trust Inc
Alpharetta,
Georgia
|
$9.27M
|
+$9.26M
|
+184,916
|
New
|
|
|
68
|
Kestra Private Wealth Services
Austin,
Texas
|
$9.24M
|
-$1.15M
|
-22,875
|
-11%
|
|
|
69
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$9.21M
|
+$469K
|
+9,364
|
+5%
|
|
|
70
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$9.06M
|
+$6.83M
|
+136,327
|
+304%
|
|
|
71
|
Private Wealth Advisors (California)
Fresno,
California
|
$8.78M
|
-$2.13M
|
-42,438
|
-19%
|
|
|
72
|
RVW Wealth
Los Angeles,
California
|
$8.39M
|
-$248K
|
-4,944
|
-3%
|
|
|
73
|
Advisor OS
Chicago,
Illinois
|
$8.1M
|
-$264K
|
-5,275
|
-3%
|
|
|
74
|
Avidian Wealth Enterprises
Houston,
Texas
|
$7.75M
|
+$1.92M
|
+38,274
|
+33%
|
|
|
75
|
Cannon Financial Strategists
Athens,
Georgia
|
$7.7M
|
-$3.64M
|
-72,591
|
-32%
|
|
