|
51
|
Derby & Company
Newton,
Massachusetts
|
$40.2M
|
+$4.04M
|
+33,858
|
+10%
|
|
|
52
|
BT Wealth Management
Atlanta,
Georgia
|
$36.9M
|
+$33.1M
|
+277,329
|
+350%
|
|
|
53
|
Planning Alternatives
Birmingham,
Michigan
|
$36.5M
|
+$1.06M
|
+8,859
|
+3%
|
|
|
54
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$35.2M
|
-$8.94M
|
-74,933
|
-18%
|
|
|
55
|
VPR Management
Houston,
Texas
|
$35.2M
|
–
|
–
|
–
|
|
|
56
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$34.7M
|
+$4.09M
|
+34,244
|
+11%
|
|
|
57
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$34.6M
|
+$2.15M
|
+18,013
|
+6%
|
|
|
58
|
PFS Investments
Duluth,
Georgia
|
$32.7M
|
-$9.92M
|
-83,154
|
-21%
|
|
|
59
|
IEQ Capital
Foster City,
California
|
$30.1M
|
-$4.99M
|
-41,835
|
-13%
|
|
|
60
|
Barings
Charlotte,
North Carolina
|
$29.8M
|
+$8.08M
|
+67,677
|
+31%
|
|
|
61
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$29.8M
|
-$412K
|
-3,454
|
-1%
|
|
|
62
|
Trek Financial
Scottsdale,
Arizona
|
$29.5M
|
-$22.8M
|
-190,747
|
-40%
|
|
|
63
|
ProVise Management Group
Clearwater,
Florida
|
$29M
|
+$47.1K
|
+395
|
+0.1%
|
|
|
64
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$29M
|
+$2.55M
|
+21,392
|
+8%
|
|
|
65
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$28.5M
|
+$524K
|
+4,389
|
+2%
|
|
|
66
|
|
$28M
|
+$2.38M
|
+19,906
|
+8%
|
|
|
67
|
Creative Planning
Overland Park,
Kansas
|
$27.8M
|
-$449K
|
-3,767
|
-1%
|
|
|
68
|
E&G Advisors
Houston,
Texas
|
$27.3M
|
-$590K
|
-4,948
|
-2%
|
|
|
69
|
Berkshire Money Management
Dalton,
Massachusetts
|
$26.9M
|
-$45.8M
|
-384,157
|
-60%
|
|
|
70
|
First Mercantile Trust
Cordova,
Tennessee
|
$26.8M
|
+$18M
|
+151,014
|
+140%
|
|
|
71
|
Rovin Capital
Mesa,
Arizona
|
$26.7M
|
+$9.32M
|
+78,128
|
+50%
|
|
|
72
|
Madison Asset Management
Madison,
Wisconsin
|
$26.4M
|
+$14.3M
|
+120,170
|
+89%
|
|
|
73
|
Principle Wealth Partners
Madison,
Connecticut
|
$25.5M
|
+$18.9M
|
+158,341
|
+179%
|
|
|
74
|
Equitable Holdings
New York
|
$24.7M
|
+$3.03M
|
+25,394
|
+12%
|
|
|
75
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$24.5M
|
+$886K
|
+7,421
|
+3%
|
|
