|
51
|
Creative Planning
Overland Park,
Kansas
|
$15.2M
|
+$1.66M
|
+13,057
|
+13%
|
|
|
52
|
TD Private Client Wealth
New York
|
$14.9M
|
-$1.25M
|
-9,787
|
-8%
|
|
|
53
|
Wealthspire Advisors (New York)
New York
|
$14.4M
|
+$1.32M
|
+10,398
|
+10%
|
|
|
54
|
Keel Point
Huntsville,
Alabama
|
$14.3M
|
-$894K
|
-7,023
|
-6%
|
|
|
55
|
Firestone Capital Management
Coral Gables,
Florida
|
$13.7M
|
-$483K
|
-3,790
|
-3%
|
|
|
56
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$13.6M
|
-$600K
|
-4,710
|
-4%
|
|
|
57
|
MML Investors Services
Springfield,
Massachusetts
|
$13.4M
|
+$5.45M
|
+42,810
|
+70%
|
|
|
58
|
Beacon Pointe Advisors
Newport Beach,
California
|
$13.3M
|
-$35.5K
|
-279
|
-0.3%
|
|
|
59
|
Sunflower Bank
Dallas,
Texas
|
$12.9M
|
-$1.89M
|
-14,837
|
-13%
|
|
|
60
|
Linscomb Wealth
Houston,
Texas
|
$12.2M
|
-$149K
|
-1,168
|
-1%
|
|
|
61
|
|
$11.7M
|
+$649K
|
+5,100
|
+6%
|
|
|
62
|
Pacific Center for Financial Services
San Ramon,
California
|
$11.4M
|
+$5.71M
|
+44,839
|
+104%
|
|
|
63
|
Fiduciary Group
Savannah,
Georgia
|
$10.7M
|
-$433K
|
-3,398
|
-4%
|
|
|
64
|
|
$10.2M
|
+$5.94M
|
+46,637
|
+142%
|
|
|
65
|
Private Advisor Group
Morristown,
New Jersey
|
$9.68M
|
-$1.98M
|
-15,540
|
-17%
|
|
|
66
|
Valmark Advisers
Akron,
Ohio
|
$9.11M
|
+$388K
|
+3,049
|
+5%
|
|
|
67
|
Segment Wealth Management
Houston,
Texas
|
$9.08M
|
+$212K
|
+1,665
|
+2%
|
|
|
68
|
Bank of New York Mellon
New York
|
$8.29M
|
-$726K
|
-5,706
|
-8%
|
|
|
69
|
Brio Consultants
San Francisco,
California
|
$7.95M
|
+$135K
|
+1,063
|
+2%
|
|
|
70
|
William Blair & Company
Chicago,
Illinois
|
$7.82M
|
-$82.1K
|
-645
|
-1%
|
|
|
71
|
Centaurus Financial
Anaheim,
California
|
$7.7M
|
-$167K
|
-1,308
|
-2%
|
|
|
72
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$7.45M
|
-$25.5K
|
-200
|
-0.3%
|
|
|
73
|
Bartlett & Co
Cincinnati,
Ohio
|
$7.43M
|
-$25.5K
|
-200
|
-0.3%
|
|
|
74
|
Truist Financial
Charlotte,
North Carolina
|
$7.31M
|
-$330K
|
-2,594
|
-4%
|
|
|
75
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$7.19M
|
-$1.06M
|
-8,289
|
-13%
|
|
