|
51
|
Summit Financial Strategies
Columbus,
Ohio
|
$18.2M
|
+$1.08M
|
+42,692
|
+6%
|
|
|
52
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$17.6M
|
-$54.9K
|
-2,160
|
-0.3%
|
|
|
53
|
Piershale Financial Group
Barrington,
Illinois
|
$17.1M
|
-$12.3M
|
-484,720
|
-41%
|
|
|
54
|
Janiczek Wealth Management
Denver,
Colorado
|
$16.9M
|
+$338K
|
+13,296
|
+2%
|
|
|
55
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$16.7M
|
+$420K
|
+16,544
|
+3%
|
|
|
56
|
Strategic Financial Planning
Plano,
Texas
|
$16.6M
|
+$186K
|
+7,316
|
+1%
|
|
|
57
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$16.2M
|
+$2.14M
|
+84,408
|
+15%
|
|
|
58
|
FIDELIS iM
Medford,
Oregon
|
$16.2M
|
+$16.4M
|
+645,840
|
New
|
|
|
59
|
Radnor Financial Advisors
Wayne,
Pennsylvania
|
$16.1M
|
+$126K
|
+4,956
|
+0.8%
|
|
|
60
|
Bouchey Financial Group
Troy,
New York
|
$15.8M
|
+$525K
|
+20,664
|
+3%
|
|
|
61
|
Kestra Advisory Services
Austin,
Texas
|
$15.6M
|
+$14.8M
|
+582,824
|
+1,389%
|
|
|
62
|
Pacific Edge Advisors
Corona Del Mar,
California
|
$15.2M
|
+$934K
|
+36,800
|
+6%
|
|
|
63
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$14.5M
|
+$14.5K
|
+572
|
+0.1%
|
|
|
64
|
ProVise Management Group
Clearwater,
Florida
|
$14.4M
|
-$260K
|
-10,252
|
-2%
|
|
|
65
|
North Star Asset Management
Neenah,
Wisconsin
|
$14M
|
+$511K
|
+20,124
|
+4%
|
|
|
66
|
Appleton Group
Appleton,
Wisconsin
|
$13.7M
|
+$7.04M
|
+277,324
|
+103%
|
|
|
67
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$13.7M
|
+$178K
|
+7,020
|
+1%
|
|
|
68
|
Bangor Savings Bank
Bangor,
Maine
|
$13.7M
|
+$231K
|
+9,100
|
+2%
|
|
|
69
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$13.5M
|
-$302K
|
-11,888
|
-2%
|
|
|
70
|
|
$13.3M
|
-$272K
|
-10,720
|
-2%
|
|
|
71
|
Truist Financial
Charlotte,
North Carolina
|
$13M
|
-$64.9K
|
-2,556
|
-0.5%
|
|
|
72
|
Emery Howard Portfolio Management
Burlingame,
California
|
$12.9M
|
-$418K
|
-16,468
|
-3%
|
|
|
73
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$12.4M
|
+$259K
|
+10,200
|
+2%
|
|
|
74
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12.2M
|
-$1.48M
|
-58,396
|
-11%
|
|
|
75
|
Private Advisor Group
Morristown,
New Jersey
|
$12.1M
|
+$3.61M
|
+142,084
|
+41%
|
|
