|
26
|
Atwood & Palmer
Kansas City,
Missouri
|
$37.5M
|
+$510K
|
+8,030
|
+1%
|
|
|
27
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$37.3M
|
-$2.67M
|
-42,026
|
-7%
|
|
|
28
|
BSW Wealth Partners
Boulder,
Colorado
|
$35.8M
|
+$10.6M
|
+167,417
|
+41%
|
|
|
29
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$31.4M
|
+$3.75M
|
+59,126
|
+13%
|
|
|
30
|
CGN Advisors
Manhattan,
Kansas
|
$29.8M
|
+$1.02M
|
+16,125
|
+3%
|
|
|
31
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$27.2M
|
-$1.04M
|
-16,419
|
-4%
|
|
|
32
|
Correct Capital Wealth Management
Clayton,
Missouri
|
$26.6M
|
+$6.98M
|
+110,039
|
+35%
|
|
|
33
|
RVW Wealth
Los Angeles,
California
|
$26.6M
|
-$1.46M
|
-23,053
|
-5%
|
|
|
34
|
Wells Fargo
San Francisco,
California
|
$25.7M
|
+$295K
|
+4,641
|
+1%
|
|
|
35
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$25.3M
|
-$654K
|
-10,298
|
-2%
|
|
|
36
|
UBS Group
Zurich,
Switzerland
|
$24.8M
|
+$2.5M
|
+39,319
|
+11%
|
|
|
37
|
Cresset Asset Management
Chicago,
Illinois
|
$23.7M
|
+$20.3M
|
+320,179
|
+534%
|
|
|
38
|
Quantum Financial Advisors
El Segundo,
California
|
$23.1M
|
+$935K
|
+14,736
|
+4%
|
|
|
39
|
HUB Investment Partners
Austin,
Texas
|
$21.5M
|
+$1.38M
|
+21,708
|
+7%
|
|
|
40
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20M
|
+$4.05M
|
+63,806
|
+25%
|
|
|
41
|
Cardiff Park Advisors
Carlsbad,
California
|
$19.8M
|
+$926K
|
+14,597
|
+5%
|
|
|
42
|
SC&H Financial Advisors
Sparks,
Maryland
|
$19.4M
|
+$1.17M
|
+18,472
|
+6%
|
|
|
43
|
Annapolis Financial Services
Annapolis,
Maryland
|
$19.2M
|
+$1.97M
|
+31,113
|
+11%
|
|
|
44
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$18.9M
|
+$462K
|
+7,276
|
+2%
|
|
|
45
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$18.7M
|
+$1.85M
|
+29,141
|
+11%
|
|
|
46
|
Highland Financial Advisors
Wayne,
New Jersey
|
$18.6M
|
+$2.59M
|
+40,746
|
+16%
|
|
|
47
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$18.4M
|
+$1.32M
|
+20,753
|
+8%
|
|
|
48
|
Red Lighthouse Investment Management
New York
|
$18.1M
|
-$1.91M
|
-30,106
|
-9%
|
|
|
49
|
Tarbox Family Office
Newport Beach,
California
|
$18.1M
|
+$453K
|
+7,145
|
+3%
|
|
|
50
|
Krilogy Financial
St. Louis,
Missouri
|
$17.7M
|
-$139K
|
-2,185
|
-0.8%
|
|
