|
51
|
Opes Wealth Management
Menlo Park,
California
|
$6.12M
|
+$1.16M
|
+21,301
|
+23%
|
|
|
52
|
Twin Capital Management
Mcmurray,
Pennsylvania
|
$5.15M
|
-$55.8K
|
-1,022
|
-1%
|
|
|
53
|
Creative Financial Designs
Kokomo,
Indiana
|
$4.94M
|
+$4.7M
|
+86,080
|
+1,822%
|
|
|
54
|
Bank of New York Mellon
New York
|
$4.92M
|
+$1.69M
|
+30,869
|
+52%
|
|
|
55
|
Summit Financial
Parsippany,
New Jersey
|
$4.89M
|
+$555K
|
+10,162
|
+13%
|
|
|
56
|
|
$4.81M
|
–
|
–
|
–
|
|
|
57
|
Private Advisor Group
Morristown,
New Jersey
|
$4.44M
|
+$45.9K
|
+841
|
+1%
|
|
|
58
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$4.39M
|
+$4.41M
|
+80,777
|
New
|
|
|
59
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$4.25M
|
+$274K
|
+5,021
|
+7%
|
|
|
60
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$4.23M
|
+$591K
|
+10,821
|
+16%
|
|
|
61
|
Truist Financial
Charlotte,
North Carolina
|
$3.73M
|
-$173K
|
-3,160
|
-4%
|
|
|
62
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$3.51M
|
+$543K
|
+9,941
|
+18%
|
|
|
63
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$3.37M
|
-$118K
|
-2,158
|
-3%
|
|
|
64
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$3.27M
|
+$457K
|
+8,374
|
+16%
|
|
|
65
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3.16M
|
+$216K
|
+3,959
|
+7%
|
|
|
66
|
KFA Private Wealth Group
Tysons,
Virginia
|
$2.69M
|
+$1.32M
|
+24,183
|
+96%
|
|
|
67
|
Linscomb Wealth
Houston,
Texas
|
$2.67M
|
+$177K
|
+3,245
|
+7%
|
|
|
68
|
SVA Wealth Management
Madison,
Wisconsin
|
$2.64M
|
+$293K
|
+5,370
|
+12%
|
|
|
69
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$2.46M
|
+$2.48M
|
+45,326
|
New
|
|
|
70
|
Mattern Wealth Management
Lawrence,
Kansas
|
$2.45M
|
+$269K
|
+4,920
|
+12%
|
|
|
71
|
LVZ Inc
Holland,
Michigan
|
$2.44M
|
+$1.57M
|
+28,785
|
+198%
|
|
|
72
|
Epstein & White Financial
San Diego,
California
|
$2.43M
|
+$232K
|
+4,252
|
+11%
|
|
|
73
|
Comerica Bank
Dallas,
Texas
|
$2.28M
|
-$155K
|
-2,843
|
-6%
|
|
|
74
|
Stephens Inc
Little Rock,
Arkansas
|
$2.24M
|
+$5.46K
|
+100
|
+0.2%
|
|
|
75
|
Integrated Advisors Network
Dallas,
Texas
|
$2.22M
|
+$2.23M
|
+40,899
|
New
|
|
