|
51
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$13.4M
|
+$818K
|
+10,910
|
+6%
|
|
|
52
|
High Probability Advisors
Pittsford,
New York
|
$13.4M
|
+$59K
|
+786
|
+0.4%
|
|
|
53
|
Lutz Financial Services
Omaha,
Nebraska
|
$13.1M
|
-$142K
|
-1,892
|
-1%
|
|
|
54
|
Asset Dedication LLC
San Francisco,
California
|
$13M
|
-$126K
|
-1,686
|
-1%
|
|
|
55
|
Citadel Advisors
Miami,
Florida
|
$12.7M
|
+$12.6M
|
+167,812
|
+4,395%
|
|
|
56
|
Truist Financial
Charlotte,
North Carolina
|
$12.6M
|
-$272K
|
-3,624
|
-2%
|
|
|
57
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$11.6M
|
-$9.9K
|
-132
|
-0.1%
|
|
|
58
|
Reston Wealth Management
Reston,
Virginia
|
$10.9M
|
+$3.92M
|
+52,233
|
+55%
|
|
|
59
|
GHP Investment Advisors
Denver,
Colorado
|
$10.8M
|
+$276K
|
+3,674
|
+3%
|
|
|
60
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$10.8M
|
+$191K
|
+2,552
|
+2%
|
|
|
61
|
Opus Capital Group
Cincinnati,
Ohio
|
$10.4M
|
+$815K
|
+10,868
|
+8%
|
|
|
62
|
Rockbridge Investment Management
Syracuse,
New York
|
$9.91M
|
-$71.1K
|
-948
|
-0.7%
|
|
|
63
|
Seaside Wealth Management
Carlsbad,
California
|
$9.39M
|
+$327K
|
+4,356
|
+4%
|
|
|
64
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$9.37M
|
-$401K
|
-5,347
|
-4%
|
|
|
65
|
Redwood Investment Management
Scottsdale,
Arizona
|
$9.35M
|
-$1.37M
|
-18,286
|
-13%
|
|
|
66
|
TIAA FSB
Jacksonville,
Florida
|
$9.31M
|
+$1.02M
|
+13,657
|
+12%
|
|
|
67
|
Financial Strategies Group
Okemos,
Michigan
|
$9.06M
|
+$132K
|
+1,758
|
+1%
|
|
|
68
|
Capasso Planning Partners
Charleston,
South Carolina
|
$8.56M
|
+$461K
|
+6,143
|
+6%
|
|
|
69
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$8.38M
|
-$11.2K
|
-149
|
-0.2%
|
|
|
70
|
Retirement Group
San Diego,
California
|
$8.22M
|
+$1.69M
|
+22,554
|
+26%
|
|
|
71
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$8.15M
|
-$129K
|
-1,723
|
-2%
|
|
|
72
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$8.02M
|
-$327K
|
-4,364
|
-4%
|
|
|
73
|
Red Door Wealth Management
Memphis,
Tennessee
|
$7.91M
|
+$286K
|
+3,811
|
+4%
|
|
|
74
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$7.89M
|
+$1.58M
|
+21,025
|
+25%
|
|
|
75
|
|
$7.77M
|
-$2.65M
|
-35,371
|
-25%
|
|
