|
51
|
Creative Planning
Overland Park,
Kansas
|
$29.2M
|
+$1.67M
|
+17,050
|
+6%
|
|
|
52
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$28.8M
|
+$1.37M
|
+14,042
|
+5%
|
|
|
53
|
Empirical Wealth Management
Seattle,
Washington
|
$26.1M
|
+$7.02M
|
+71,835
|
+38%
|
|
|
54
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$25M
|
-$80.4K
|
-823
|
-0.3%
|
|
|
55
|
MML Investors Services
Springfield,
Massachusetts
|
$24M
|
-$10.8M
|
-110,222
|
-31%
|
|
|
56
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$23.7M
|
+$4.12M
|
+42,183
|
+21%
|
|
|
57
|
Great Lakes Retirement
Sandusky,
Ohio
|
$23.4M
|
+$1.74M
|
+17,823
|
+8%
|
|
|
58
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$23.2M
|
+$823K
|
+8,423
|
+4%
|
|
|
59
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$23.2M
|
-$4.46M
|
-45,602
|
-16%
|
|
|
60
|
Austin Asset Management
Austin,
Texas
|
$22.6M
|
+$1.1M
|
+11,218
|
+5%
|
|
|
61
|
BlueCrest Capital Management
St Helier,
Jersey
|
$22.1M
|
+$21.8M
|
+222,809
|
New
|
|
|
62
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$21.9M
|
-$21M
|
-214,466
|
-49%
|
|
|
63
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$21.8M
|
+$295K
|
+3,013
|
+1%
|
|
|
64
|
Truist Financial
Charlotte,
North Carolina
|
$21M
|
-$9.86M
|
-100,873
|
-32%
|
|
|
65
|
Cable Hill Partners
Portland,
Oregon
|
$20.9M
|
+$1.07M
|
+10,912
|
+5%
|
|
|
66
|
Raymond James & Associates
St Petersburg,
Florida
|
$20.5M
|
-$14.9M
|
-152,258
|
-42%
|
|
|
67
|
Wilshire Advisors
Santa Monica,
California
|
$20.1M
|
+$720K
|
+7,362
|
+4%
|
|
|
68
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$20.1M
|
+$19.8M
|
+202,116
|
New
|
|
|
69
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$19.9M
|
+$6.13M
|
+62,744
|
+45%
|
|
|
70
|
Miracle Mile Advisors
Los Angeles,
California
|
$19.6M
|
+$5.55M
|
+56,828
|
+40%
|
|
|
71
|
Equitable Holdings
New York
|
$18.9M
|
+$1.08M
|
+11,028
|
+6%
|
|
|
72
|
Walker Financial Services
Bowling Green,
Kentucky
|
$18.6M
|
–
|
–
|
–
|
|
|
73
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$18.6M
|
-$1.44M
|
-14,684
|
-7%
|
|
|
74
|
Rockland Trust
Hanover,
Massachusetts
|
$18.5M
|
+$425K
|
+4,348
|
+2%
|
|
|
75
|
Retirement Capital Strategies
San Jose,
California
|
$18.4M
|
+$17.9M
|
+182,656
|
+5,819%
|
|
