|
51
|
Creative Planning
Overland Park,
Kansas
|
$2.56M
|
+$2.52M
|
+84,734
|
New
|
|
|
52
|
Truist Financial
Charlotte,
North Carolina
|
$2.47M
|
+$586K
|
+19,725
|
+32%
|
|
|
53
|
TPG Financial Advisors
Portland,
Oregon
|
$2.37M
|
+$629K
|
+21,166
|
+38%
|
|
|
54
|
Snowden Capital Advisors
New York
|
$2.24M
|
+$880K
|
+29,624
|
+67%
|
|
|
55
|
Wealthquest
Cincinnati,
Ohio
|
$2.01M
|
+$190K
|
+6,389
|
+11%
|
|
|
56
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$1.95M
|
-$1.94M
|
-65,165
|
-50%
|
|
|
57
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$1.93M
|
-$72.1K
|
-2,428
|
-4%
|
|
|
58
|
Parallel Advisors
San Francisco,
California
|
$1.89M
|
+$1.44M
|
+48,343
|
+340%
|
|
|
59
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.87M
|
-$4.53M
|
-152,475
|
-71%
|
|
|
60
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.86M
|
+$1.02M
|
+34,224
|
+125%
|
|
|
61
|
WealthSource Partners
San Luis Obispo,
California
|
$1.84M
|
+$787K
|
+26,503
|
+77%
|
|
|
62
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$1.78M
|
+$267K
|
+8,984
|
+18%
|
|
|
63
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.73M
|
+$118K
|
+3,975
|
+7%
|
|
|
64
|
Savant Capital
Rockford,
Illinois
|
$1.58M
|
+$82.9K
|
+2,792
|
+6%
|
|
|
65
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$1.54M
|
+$129K
|
+4,332
|
+9%
|
|
|
66
|
Ballast Inc
Lexington,
Kentucky
|
$1.45M
|
+$1.42M
|
+47,806
|
New
|
|
|
67
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$1.44M
|
+$50K
|
+1,684
|
+4%
|
|
|
68
|
Wealth & Pension Services Group
Atlanta,
Georgia
|
$1.41M
|
-$1.19K
|
-40
|
-0.1%
|
|
|
69
|
Managed Account Services
Coconut Grove,
Florida
|
$1.41M
|
+$132K
|
+4,460
|
+11%
|
|
|
70
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.4M
|
+$948K
|
+31,908
|
New
|
|
|
71
|
Private Advisory Group
Redmond,
Washington
|
$1.37M
|
–
|
–
|
–
|
|
|
72
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1.32M
|
-$850K
|
-28,623
|
-40%
|
|
|
73
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$1.31M
|
+$92.3K
|
+3,107
|
+8%
|
|
|
74
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$1.31M
|
+$92.3K
|
+3,107
|
+8%
|
|
|
75
|
American Investment Services
Great Barrington,
Massachusetts
|
$1.28M
|
+$25.2K
|
+850
|
+2%
|
|
