|
26
|
Kestra Private Wealth Services
Austin,
Texas
|
$10.1M
|
+$1.05M
|
+15,959
|
+11%
|
|
|
27
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.47M
|
-$392K
|
-5,950
|
-4%
|
|
|
28
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$9.4M
|
+$2.18M
|
+33,037
|
+29%
|
|
|
29
|
Creative Planning
Overland Park,
Kansas
|
$8.13M
|
-$131K
|
-1,990
|
-2%
|
|
|
30
|
Lodestar Private Asset Management
Alamo,
California
|
$8.13M
|
+$1.13M
|
+17,110
|
+16%
|
|
|
31
|
One Capital Management
Westlake Village,
California
|
$7.95M
|
+$7M
|
+106,110
|
+609%
|
|
|
32
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$7.94M
|
-$101K
|
-1,538
|
-1%
|
|
|
33
|
Kestra Advisory Services
Austin,
Texas
|
$7.23M
|
+$186K
|
+2,815
|
+3%
|
|
|
34
|
|
$7.13M
|
+$268K
|
+4,065
|
+4%
|
|
|
35
|
Eight 31 Financial
Midland,
Texas
|
$7.09M
|
+$36.9K
|
+559
|
+0.5%
|
|
|
36
|
Cogent Private Wealth
Orlando,
Florida
|
$6.96M
|
+$724K
|
+10,975
|
+11%
|
|
|
37
|
NBT Bank
Norwich,
New York
|
$6.58M
|
+$6.73M
|
+102,159
|
+157,168%
|
|
|
38
|
Legacy Wealth Partners (Colorado)
Lakewood,
Colorado
|
$6.19M
|
-$621K
|
-9,419
|
-9%
|
|
|
39
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$6.08M
|
+$103K
|
+1,558
|
+2%
|
|
|
40
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.01M
|
-$6.98M
|
-105,956
|
-53%
|
|
|
41
|
Unique Wealth
Clearwater,
Florida
|
$5.95M
|
+$58.9K
|
+894
|
+1%
|
|
|
42
|
Wealth Forward LLC
Fargo,
North Dakota
|
$5.52M
|
-$60.6K
|
-919
|
-1%
|
|
|
43
|
Bell Investment Advisors
Oakland,
California
|
$5.3M
|
-$547K
|
-8,299
|
-9%
|
|
|
44
|
Weaver Consulting Group
Huntington Beach,
California
|
$5.27M
|
+$284K
|
+4,307
|
+6%
|
|
|
45
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$5.24M
|
+$337K
|
+5,105
|
+7%
|
|
|
46
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$5.24M
|
-$260K
|
-3,939
|
-5%
|
|
|
47
|
Viewpoint Investment Partners
Calgary,
Alberta, Canada
|
$5.16M
|
–
|
–
|
–
|
|
|
48
|
WestEnd Advisors
Charlotte,
North Carolina
|
$5.15M
|
+$1.99M
|
+30,137
|
+60%
|
|
|
49
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.03M
|
+$113K
|
+1,719
|
+2%
|
|
|
50
|
First Foundation Advisors
Irvine,
California
|
$4.84M
|
-$90.9K
|
-1,379
|
-2%
|
|
