|
51
|
CVA Family Office
Denver,
Colorado
|
$59.2M
|
-$4M
|
-146,795
|
-6%
|
|
|
52
|
Steward Partners Investment Advisory
New York
|
$55.6M
|
-$331K
|
-12,124
|
-0.6%
|
|
|
53
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$55.4M
|
+$260K
|
+9,524
|
+0.5%
|
|
|
54
|
Charles Schwab Trust Bank
Henderson,
Nevada
|
$55.1M
|
-$42.6M
|
-1,562,608
|
-44%
|
|
|
55
|
Howard Financial Services
Dallas,
Texas
|
$54.3M
|
-$1.14M
|
-41,824
|
-2%
|
|
|
56
|
Summit Asset Management
Memphis,
Tennessee
|
$54M
|
+$140K
|
+5,138
|
+0.3%
|
|
|
57
|
Golden Reserve Retirement
Dublin,
Ohio
|
$53.6M
|
+$8.02M
|
+293,817
|
+18%
|
|
|
58
|
Victory Financial Group
Austin,
Texas
|
$52.8M
|
+$3.23M
|
+118,468
|
+7%
|
|
|
59
|
Harbour Investments
Madison,
Wisconsin
|
$52.3M
|
+$365K
|
+13,391
|
+0.7%
|
|
|
60
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$52M
|
-$324K
|
-11,876
|
-0.6%
|
|
|
61
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$51.5M
|
+$1.61M
|
+58,912
|
+3%
|
|
|
62
|
Scott Capital Advisors
Portland,
Oregon
|
$51.2M
|
+$1.78M
|
+65,421
|
+4%
|
|
|
63
|
Spinnaker Investment Group
Newport Beach,
California
|
$50.3M
|
+$6.2M
|
+227,418
|
+14%
|
|
|
64
|
Private Advisor Group
Morristown,
New Jersey
|
$50M
|
+$47.2K
|
+1,731
|
+0.1%
|
|
|
65
|
Whelan Financial
Fresno,
California
|
$48.3M
|
+$792K
|
+29,034
|
+2%
|
|
|
66
|
BOK Financial
Tulsa,
Oklahoma
|
$47.2M
|
+$443K
|
+16,248
|
+0.9%
|
|
|
67
|
Allied Investment Advisors
Billings,
Montana
|
$46.6M
|
+$2.06M
|
+75,671
|
+5%
|
|
|
68
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$46.4M
|
-$4.65M
|
-170,611
|
-9%
|
|
|
69
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$45.6M
|
+$800K
|
+29,315
|
+2%
|
|
|
70
|
Beacon Pointe Advisors
Newport Beach,
California
|
$45.5M
|
+$8.14M
|
+298,453
|
+22%
|
|
|
71
|
Waverly Advisors
Birmingham,
Alabama
|
$45.5M
|
+$2.33M
|
+85,460
|
+5%
|
|
|
72
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$45.4M
|
+$390K
|
+14,279
|
+0.9%
|
|
|
73
|
ESL Trust Services
Rochester,
New York
|
$45M
|
-$4.36M
|
-159,741
|
-9%
|
|
|
74
|
Sarver Vrooman Wealth Advisors
Kansas City,
Missouri
|
$44.9M
|
-$79.9K
|
-2,928
|
-0.2%
|
|
|
75
|
CGC Financial Services
Lake Oswego,
Oregon
|
$43.5M
|
-$18M
|
-660,517
|
-29%
|
|
