|
51
|
Palo Alto Wealth Advisors
Palo Alto,
California
|
$22.8M
|
+$869K
|
+11,546
|
+4%
|
|
|
52
|
Summit Asset Management
Memphis,
Tennessee
|
$21.9M
|
+$99.4K
|
+1,321
|
+0.5%
|
|
|
53
|
Level Four Advisory Services
Dallas,
Texas
|
$21.9M
|
+$4.99M
|
+66,344
|
+32%
|
|
|
54
|
Geneos Wealth Management
Englewood,
Colorado
|
$20.9M
|
+$6.93M
|
+92,092
|
+54%
|
|
|
55
|
Beaumont Asset Management
Beaumont,
Texas
|
$20.7M
|
-$932K
|
-12,377
|
-5%
|
|
|
56
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$19M
|
+$5.61M
|
+74,597
|
+45%
|
|
|
57
|
Smith Anglin Financial
Dallas,
Texas
|
$18.6M
|
-$331K
|
-4,400
|
-2%
|
|
|
58
|
PFS Investments
Duluth,
Georgia
|
$18.3M
|
-$539K
|
-7,161
|
-3%
|
|
|
59
|
Stephens Inc
Little Rock,
Arkansas
|
$16.7M
|
+$1.53M
|
+20,279
|
+11%
|
|
|
60
|
Valley Financial Management
New York
|
$16M
|
+$11.6M
|
+154,319
|
+333%
|
|
|
61
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$15.3M
|
+$6.13M
|
+81,440
|
+74%
|
|
|
62
|
Provident Wealth Management
Brentwood,
Tennessee
|
$15.1M
|
-$665K
|
-8,836
|
-4%
|
|
|
63
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$14.8M
|
+$13.9M
|
+185,078
|
New
|
|
|
64
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$14.6M
|
+$13.8M
|
+183,296
|
New
|
|
|
65
|
MML Investors Services
Springfield,
Massachusetts
|
$14.2M
|
+$4.18M
|
+55,595
|
+45%
|
|
|
66
|
Financial Services Advisory
Rockville,
Maryland
|
$14.2M
|
+$13.4M
|
+178,121
|
New
|
|
|
67
|
Truist Financial
Charlotte,
North Carolina
|
$13.7M
|
+$195K
|
+2,596
|
+2%
|
|
|
68
|
Darrow Company
Needham,
Massachusetts
|
$13.3M
|
+$119K
|
+1,586
|
+1%
|
|
|
69
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$13M
|
+$351K
|
+4,659
|
+3%
|
|
|
70
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$13M
|
+$53.2K
|
+707
|
+0.4%
|
|
|
71
|
Davenport & Co
Richmond,
Virginia
|
$12.7M
|
+$335K
|
+4,449
|
+3%
|
|
|
72
|
Allworth Financial
Folsom,
California
|
$12.7M
|
+$11.8M
|
+156,574
|
+7,829%
|
|
|
73
|
Roundview Capital
Princeton,
New Jersey
|
$12.3M
|
+$3.06M
|
+40,680
|
+36%
|
|
|
74
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$12.3M
|
+$8.94M
|
+118,789
|
+336%
|
|
|
75
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$11.7M
|
+$10.6M
|
+141,044
|
+2,347%
|
|
