|
51
|
Parker Investment Management
Menlo Park,
California
|
$19.2M
|
+$15.3M
|
+155,976
|
+765%
|
|
|
52
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$18.1M
|
+$695K
|
+7,078
|
+4%
|
|
|
53
|
Atria Investments
Charlotte,
North Carolina
|
$17.7M
|
+$1.03M
|
+10,463
|
+7%
|
|
|
54
|
Truist Financial
Charlotte,
North Carolina
|
$17.3M
|
+$455K
|
+4,635
|
+3%
|
|
|
55
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$15.9M
|
+$14.4M
|
+146,424
|
New
|
|
|
56
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$14.9M
|
-$245K
|
-2,490
|
-2%
|
|
|
57
|
Mariner
Overland Park,
Kansas
|
$14.9M
|
+$959K
|
+9,766
|
+8%
|
|
|
58
|
Icon Wealth Partners
Houston,
Texas
|
$14.5M
|
+$973K
|
+9,907
|
+8%
|
|
|
59
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$14.5M
|
+$721K
|
+7,339
|
+6%
|
|
|
60
|
Capital Investment Advisors
Atlanta,
Georgia
|
$14.4M
|
-$434K
|
-4,415
|
-3%
|
|
|
61
|
MA Private Wealth
San Carlos,
California
|
$14.3M
|
-$80.5K
|
-820
|
-0.6%
|
|
|
62
|
Austin Private Wealth
Austin,
Texas
|
$14M
|
+$929K
|
+9,454
|
+8%
|
|
|
63
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$13.7M
|
+$1.05M
|
+10,714
|
+9%
|
|
|
64
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
$13.3M
|
-$132K
|
-1,340
|
-1%
|
|
|
65
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$12.6M
|
-$97K
|
-988
|
-0.8%
|
|
|
66
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$12.4M
|
+$158K
|
+1,610
|
+1%
|
|
|
67
|
High Falls Advisors
Rochester,
New York
|
$12.1M
|
-$240K
|
-2,443
|
-2%
|
|
|
68
|
Mendel Capital Management
Little Rock,
Arkansas
|
$12.1M
|
-$726K
|
-7,387
|
-6%
|
|
|
69
|
Portfolio Strategies
Monsey,
New York
|
$12M
|
+$10.8M
|
+109,925
|
New
|
|
|
70
|
First Citizens Financial Corp
Mason City,
Iowa
|
$11.7M
|
+$10.6M
|
+107,884
|
New
|
|
|
71
|
Creative Planning
Overland Park,
Kansas
|
$11.7M
|
+$111K
|
+1,130
|
+1%
|
|
|
72
|
Rockefeller Capital Management
New York
|
$11.7M
|
+$668K
|
+6,804
|
+7%
|
|
|
73
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$11.1M
|
+$986K
|
+10,038
|
+11%
|
|
|
74
|
Blue Trust Inc
Alpharetta,
Georgia
|
$11M
|
+$2.12M
|
+21,577
|
+22%
|
|
|
75
|
Scarborough Advisors
Annapolis,
Maryland
|
$11M
|
+$1.27M
|
+12,947
|
+15%
|
|
