|
51
|
Abacus Planning Group
Columbia,
South Carolina
|
$14.8M
|
+$1.8M
|
+70,552
|
+14%
|
|
|
52
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$14.7M
|
+$319K
|
+12,530
|
+2%
|
|
|
53
|
Cambridge Associates
Boston,
Massachusetts
|
$14.5M
|
+$7.28M
|
+285,388
|
+100%
|
|
|
54
|
G2 Capital Management
Columbus,
Ohio
|
$14.5M
|
+$14.5M
|
+570,028
|
New
|
|
|
55
|
Creative Financial Designs
Kokomo,
Indiana
|
$14.3M
|
+$1.21M
|
+47,504
|
+9%
|
|
|
56
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$14.1M
|
-$1.17M
|
-45,848
|
-8%
|
|
|
57
|
Vivaldi Capital Management
Chicago,
Illinois
|
$13.3M
|
-$4.45M
|
-174,640
|
-25%
|
|
|
58
|
Avior Wealth Management
Omaha,
Nebraska
|
$12.8M
|
-$88K
|
-3,452
|
-0.7%
|
|
|
59
|
Sterling Investment Management
Tucson,
Arizona
|
$12.6M
|
-$672K
|
-26,354
|
-5%
|
|
|
60
|
West Coast Financial
Santa Barbara,
California
|
$12.4M
|
+$8.96M
|
+351,468
|
+261%
|
|
|
61
|
|
$11.8M
|
+$891K
|
+34,964
|
+8%
|
|
|
62
|
World Investment Advisors
Santa Barbara,
California
|
$11.8M
|
-$187K
|
-7,352
|
-2%
|
|
|
63
|
MML Investors Services
Springfield,
Massachusetts
|
$11.6M
|
-$317K
|
-12,426
|
-3%
|
|
|
64
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$11.4M
|
+$391K
|
+15,352
|
+4%
|
|
|
65
|
LPL Financial
San Diego,
California
|
$11.2M
|
+$2.63M
|
+103,316
|
+31%
|
|
|
66
|
West Oak Capital
Westlake Village,
California
|
$10.6M
|
-$393K
|
-15,400
|
-4%
|
|
|
67
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$10.6M
|
+$279K
|
+10,926
|
+3%
|
|
|
68
|
DDD Partners
Bellevue,
Washington
|
$10.2M
|
-$256K
|
-10,048
|
-2%
|
|
|
69
|
Wells Fargo
San Francisco,
California
|
$10.1M
|
-$4.13M
|
-162,044
|
-29%
|
|
|
70
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$9.98M
|
-$144K
|
-5,658
|
-1%
|
|
|
71
|
Truist Financial
Charlotte,
North Carolina
|
$9.73M
|
-$20.7K
|
-812
|
-0.2%
|
|
|
72
|
Journey Advisory Group
Covington,
Kentucky
|
$9.61M
|
+$844K
|
+33,100
|
+10%
|
|
|
73
|
Bigelow Investment Advisors
Portland,
Maine
|
$9.55M
|
+$216K
|
+8,486
|
+2%
|
|
|
74
|
UBS Group
Zurich,
Switzerland
|
$9.55M
|
+$1.93M
|
+75,884
|
+25%
|
|
|
75
|
Laidlaw Wealth Management
New York City,
New York
|
$9.48M
|
+$968K
|
+37,966
|
+11%
|
|
