|
51
|
Concurrent Investment Advisors
Tampa,
Florida
|
$8.66M
|
+$4.64M
|
+90,616
|
+115%
|
|
|
52
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.59M
|
+$949K
|
+18,534
|
+12%
|
|
|
53
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.1M
|
+$202K
|
+3,939
|
+3%
|
|
|
54
|
Proathlete Wealth Management
Boca Raton,
Florida
|
$7.99M
|
+$206K
|
+4,033
|
+3%
|
|
|
55
|
Maimon Wealth Management
Ra'anana,
Israel
|
$7.8M
|
+$7.82M
|
+152,690
|
New
|
|
|
56
|
Rollins Financial Advisors
New York City,
New York
|
$7.8M
|
+$2.03M
|
+39,751
|
+35%
|
|
|
57
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$7.74M
|
+$1.57M
|
+30,658
|
+25%
|
|
|
58
|
Integrity Alliance
Urbandale,
Iowa
|
$7.45M
|
+$13.5K
|
+263
|
+0.2%
|
|
|
59
|
Sand Hill Global Advisors
Palo Alto,
California
|
$7.23M
|
-$7.68K
|
-150
|
-0.1%
|
|
|
60
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$7.2M
|
-$316K
|
-6,175
|
-4%
|
|
|
61
|
OakTrust Wealth Advisors
Wilton,
Connecticut
|
$7.19M
|
+$7.2M
|
+140,643
|
New
|
|
|
62
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$7.06M
|
-$244K
|
-4,774
|
-3%
|
|
|
63
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$7.06M
|
-$567K
|
-11,073
|
-7%
|
|
|
64
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$6.73M
|
-$493K
|
-9,640
|
-7%
|
|
|
65
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$6.73M
|
+$292K
|
+5,712
|
+5%
|
|
|
66
|
Mariner
Overland Park,
Kansas
|
$6.62M
|
-$641K
|
-12,528
|
-9%
|
|
|
67
|
Brookwood Investment Group
Phoenix,
Arizona
|
$6.52M
|
-$118K
|
-2,305
|
-2%
|
|
|
68
|
Level Four Advisory Services
Dallas,
Texas
|
$6.36M
|
+$6.37M
|
+124,392
|
New
|
|
|
69
|
Financial Management Network
Mission Viejo,
California
|
$6.21M
|
-$152K
|
-2,969
|
-2%
|
|
|
70
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$6.14M
|
–
|
–
|
–
|
|
|
71
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$6.13M
|
+$5.91M
|
+115,379
|
+2,475%
|
|
|
72
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$6.13M
|
+$761K
|
+14,867
|
+14%
|
|
|
73
|
Montecito Bank & Trust
Santa Barbara,
California
|
$5.84M
|
-$50.9K
|
-994
|
-0.9%
|
|
|
74
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$5.76M
|
+$421K
|
+8,229
|
+8%
|
|
|
75
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$5.71M
|
+$284K
|
+5,550
|
+5%
|
|
