|
51
|
Summit Asset Management
Memphis,
Tennessee
|
$55.9M
|
+$1.56M
|
+57,502
|
+3%
|
|
|
52
|
CVA Family Office
Denver,
Colorado
|
$54.7M
|
-$4.71M
|
-173,351
|
-8%
|
|
|
53
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$54.4M
|
-$800K
|
-29,411
|
-1%
|
|
|
54
|
Howard Financial Services
Dallas,
Texas
|
$53.6M
|
-$944K
|
-34,712
|
-2%
|
|
|
55
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$51.8M
|
-$416K
|
-15,304
|
-0.8%
|
|
|
56
|
Spinnaker Investment Group
Newport Beach,
California
|
$51.2M
|
+$595K
|
+21,877
|
+1%
|
|
|
57
|
United Capital Financial Advisors
Irving,
Texas
|
$50.9M
|
+$42.1M
|
+1,549,082
|
+505%
|
|
|
58
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$50.7M
|
-$30.9M
|
-1,135,782
|
-38%
|
|
|
59
|
Mercer Global Advisors
Denver,
Colorado
|
$50.3M
|
+$5.89M
|
+216,713
|
+14%
|
|
|
60
|
Allied Investment Advisors
Billings,
Montana
|
$48.9M
|
+$2.06M
|
+75,604
|
+4%
|
|
|
61
|
Whelan Financial
Fresno,
California
|
$48.8M
|
+$314K
|
+11,531
|
+0.7%
|
|
|
62
|
Scott Capital Advisors
Portland,
Oregon
|
$48.4M
|
-$3.22M
|
-118,563
|
-6%
|
|
|
63
|
BOK Financial
Tulsa,
Oklahoma
|
$48.2M
|
+$729K
|
+26,825
|
+2%
|
|
|
64
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$47.3M
|
+$1.56M
|
+57,214
|
+3%
|
|
|
65
|
Stephens Inc
Little Rock,
Arkansas
|
$46.9M
|
+$10.4M
|
+383,398
|
+29%
|
|
|
66
|
Victory Financial Group
Austin,
Texas
|
$46.6M
|
-$6.41M
|
-235,655
|
-12%
|
|
|
67
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$46.3M
|
-$5.31M
|
-195,140
|
-10%
|
|
|
68
|
Waverly Advisors
Birmingham,
Alabama
|
$45.9M
|
+$193K
|
+7,098
|
+0.4%
|
|
|
69
|
Corient Private Wealth
Miami,
Florida
|
$45.5M
|
+$22.6M
|
+829,926
|
+100%
|
|
|
70
|
Sarver Vrooman Wealth Advisors
Kansas City,
Missouri
|
$45.3M
|
+$250K
|
+9,199
|
+0.6%
|
|
|
71
|
CGC Financial Services
Lake Oswego,
Oregon
|
$44.6M
|
+$821K
|
+30,202
|
+2%
|
|
|
72
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$44.4M
|
-$2.24M
|
-82,525
|
-5%
|
|
|
73
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$44.3M
|
+$622K
|
+22,874
|
+1%
|
|
|
74
|
Harbour Investments
Madison,
Wisconsin
|
$44.2M
|
-$8.26M
|
-303,894
|
-16%
|
|
|
75
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$43.8M
|
+$43.4M
|
+1,595,818
|
New
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