|
51
|
Marotta Asset Management
Charlottesville,
Virginia
|
$15.9M
|
-$904K
|
-37,496
|
-5%
|
|
|
52
|
Krilogy Financial
St. Louis,
Missouri
|
$15.7M
|
+$12.7M
|
+527,322
|
+422%
|
|
|
53
|
Creative Planning
Overland Park,
Kansas
|
$14.6M
|
-$1.03M
|
-42,788
|
-7%
|
|
|
54
|
Roundview Capital
Princeton,
New Jersey
|
$14.5M
|
-$1.51M
|
-62,646
|
-9%
|
|
|
55
|
LPL Financial
San Diego,
California
|
$14.4M
|
+$5.38M
|
+223,078
|
+59%
|
|
|
56
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$14.3M
|
+$199K
|
+8,274
|
+1%
|
|
|
57
|
Bouchey Financial Group
Troy,
New York
|
$14M
|
+$14M
|
+579,966
|
New
|
|
|
58
|
Wells Fargo
San Francisco,
California
|
$14M
|
-$5.82M
|
-241,482
|
-29%
|
|
|
59
|
Avior Wealth Management
Omaha,
Nebraska
|
$13.8M
|
+$50K
|
+2,074
|
+0.4%
|
|
|
60
|
First National Trust
Hermitage,
Pennsylvania
|
$13.3M
|
-$1.57M
|
-64,950
|
-11%
|
|
|
61
|
Northeast Financial Group
Tannersville,
Pennsylvania
|
$13.2M
|
+$2.74M
|
+113,596
|
+26%
|
|
|
62
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$13M
|
-$1.32M
|
-54,708
|
-9%
|
|
|
63
|
Mason & Associates (California)
Los Angeles,
California
|
$12.9M
|
-$574K
|
-23,788
|
-4%
|
|
|
64
|
World Investment Advisors
Santa Barbara,
California
|
$12.4M
|
+$1.32M
|
+54,740
|
+12%
|
|
|
65
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11.9M
|
+$8.01M
|
+332,050
|
+205%
|
|
|
66
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$10.6M
|
+$391K
|
+16,202
|
+4%
|
|
|
67
|
Krane Funds Advisors
New York
|
$10.4M
|
–
|
–
|
–
|
|
|
68
|
Abacus Planning Group
Columbia,
South Carolina
|
$10.3M
|
-$1.48M
|
-61,238
|
-13%
|
|
|
69
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$9.89M
|
+$93.2K
|
+3,864
|
+1%
|
|
|
70
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$9.81M
|
-$22.3M
|
-925,572
|
-69%
|
|
|
71
|
MML Investors Services
Springfield,
Massachusetts
|
$9.52M
|
+$232K
|
+9,612
|
+2%
|
|
|
72
|
Truist Financial
Charlotte,
North Carolina
|
$9.48M
|
+$1.06M
|
+44,028
|
+13%
|
|
|
73
|
Successful Portfolios
Clearwater,
Florida
|
$9.04M
|
+$88.4K
|
+3,666
|
+1%
|
|
|
74
|
Pure Financial Advisors
San Diego,
California
|
$8.94M
|
+$7.8M
|
+323,376
|
+683%
|
|
|
75
|
Soltis Investment Advisors
St. George,
Utah
|
$8.82M
|
+$471K
|
+19,554
|
+6%
|
|
