|
51
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$9.6M
|
–
|
–
|
–
|
|
|
52
|
Lutz Financial Services
Omaha,
Nebraska
|
$9.44M
|
+$200K
|
+3,045
|
+2%
|
|
|
53
|
SkyOak Wealth
Southfield,
Michigan
|
$9.38M
|
-$1.94M
|
-29,571
|
-18%
|
|
|
54
|
Creative Financial Designs
Kokomo,
Indiana
|
$9.26M
|
+$1.5M
|
+22,788
|
+20%
|
|
|
55
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.24M
|
+$1.33M
|
+20,211
|
+18%
|
|
|
56
|
Private Advisor Group
Morristown,
New Jersey
|
$9.05M
|
-$250K
|
-3,810
|
-3%
|
|
|
57
|
High Probability Advisors
Pittsford,
New York
|
$9.02M
|
+$846K
|
+12,891
|
+11%
|
|
|
58
|
Parametric Portfolio Associates
Seattle,
Washington
|
$8.89M
|
+$8.47M
|
+129,026
|
New
|
|
|
59
|
Truist Financial
Charlotte,
North Carolina
|
$8.73M
|
+$4.38M
|
+66,814
|
+111%
|
|
|
60
|
Cetera Advisor Networks
El Segundo,
California
|
$8.69M
|
+$125K
|
+1,905
|
+2%
|
|
|
61
|
US Bancorp
Minneapolis,
Minnesota
|
$8.3M
|
-$652K
|
-9,944
|
-8%
|
|
|
62
|
Tortoise Investment Management
White Plains,
New York
|
$8.24M
|
+$1.09M
|
+16,603
|
+16%
|
|
|
63
|
Howe & Rusling
Rochester,
New York
|
$8.01M
|
+$535K
|
+8,156
|
+8%
|
|
|
64
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$7.92M
|
+$282K
|
+4,294
|
+4%
|
|
|
65
|
Stifel Financial
St. Louis,
Missouri
|
$7.83M
|
+$2.55M
|
+38,874
|
+52%
|
|
|
66
|
Veracity Capital
Atlanta,
Georgia
|
$7.78M
|
+$1.87M
|
+28,548
|
+34%
|
|
|
67
|
AE Wealth Management
Topeka,
Kansas
|
$7.62M
|
-$191K
|
-2,912
|
-3%
|
|
|
68
|
Disciplina Capital Management
Nashville,
Tennessee
|
$7.57M
|
+$195K
|
+2,973
|
+3%
|
|
|
69
|
Family Management
New York
|
$7.54M
|
+$2.86M
|
+43,664
|
+66%
|
|
|
70
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$7.46M
|
+$7.11M
|
+108,289
|
New
|
|
|
71
|
Petix & Botte Financial
La Mesa,
California
|
$7.34M
|
+$243K
|
+3,696
|
+4%
|
|
|
72
|
IHT Wealth Management
Chicago,
Illinois
|
$7.05M
|
+$732K
|
+11,158
|
+12%
|
|
|
73
|
Endurance Wealth Management
Providence,
Rhode Island
|
$6.61M
|
+$1.09M
|
+16,600
|
+21%
|
|
|
74
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$6.29M
|
+$4.49M
|
+68,422
|
+300%
|
|
|
75
|
Symphony Financial
Houston,
Texas
|
$6.21M
|
+$3.05M
|
+46,516
|
+209%
|
|
