|
51
|
Insight Wealth Strategies
San Ramon,
California
|
$22.9M
|
-$873K
|
-5,945
|
-3%
|
|
|
52
|
|
$22.8M
|
+$3.07M
|
+20,908
|
+14%
|
|
|
53
|
Intelligence Driven Advisers
Carlsbad,
California
|
$21.6M
|
+$28.3K
|
+193
|
+0.1%
|
|
|
54
|
Stokes Family Office
New Orleans,
Louisiana
|
$21.2M
|
-$3.6M
|
-24,546
|
-14%
|
|
|
55
|
Well Done LLC
Holland,
Michigan
|
$21.1M
|
+$604K
|
+4,110
|
+3%
|
|
|
56
|
Franklin Resources
San Mateo,
California
|
$20.4M
|
+$551K
|
+3,749
|
+3%
|
|
|
57
|
Lee Financial
Dallas,
Texas
|
$19.3M
|
-$18.9K
|
-129
|
-0.1%
|
|
|
58
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$18.2M
|
-$3.6M
|
-24,485
|
-16%
|
|
|
59
|
Prudent Investors Network
Lake Forest,
California
|
$17.8M
|
+$3.55M
|
+24,183
|
+23%
|
|
|
60
|
Wealth Management Solutions
Exton,
Pennsylvania
|
$17.8M
|
+$5.89M
|
+40,115
|
+44%
|
|
|
61
|
|
$17.6M
|
+$9.02M
|
+61,443
|
+91%
|
|
|
62
|
Cobblestone Capital Advisors
Rochester,
New York
|
$17.6M
|
+$2.26M
|
+15,367
|
+14%
|
|
|
63
|
Oppenheimer & Co
New York
|
$16.8M
|
-$664K
|
-4,519
|
-4%
|
|
|
64
|
Bell Investment Advisors
Oakland,
California
|
$16.8M
|
+$18.1M
|
+123,030
|
New
|
|
|
65
|
CFO4Life Group
Coppell,
Texas
|
$16.2M
|
+$245K
|
+1,669
|
+1%
|
|
|
66
|
Cetera Advisor Networks
El Segundo,
California
|
$15.3M
|
-$1.29M
|
-8,754
|
-7%
|
|
|
67
|
Truist Financial
Charlotte,
North Carolina
|
$15.2M
|
-$11.4M
|
-77,820
|
-41%
|
|
|
68
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$15.2M
|
-$3.95M
|
-26,909
|
-19%
|
|
|
69
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$15.2M
|
+$1.43M
|
+9,709
|
+10%
|
|
|
70
|
Glenview Trust
Louisville,
Kentucky
|
$13.8M
|
+$726K
|
+4,945
|
+5%
|
|
|
71
|
Adaptive Financial Consulting
Beachwood,
Ohio
|
$13.7M
|
+$1.08M
|
+7,365
|
+8%
|
|
|
72
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$13.6M
|
+$347K
|
+2,366
|
+2%
|
|
|
73
|
Legacy Private Trust
Neenah,
Wisconsin
|
$13.2M
|
-$7.78M
|
-53,010
|
-35%
|
|
|
74
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$13M
|
+$343K
|
+2,335
|
+3%
|
|
|
75
|
HighTower Advisors
Chicago,
Illinois
|
$12.9M
|
-$4.1M
|
-27,906
|
-23%
|
|
