|
26
|
BSW Wealth Partners
Boulder,
Colorado
|
$40M
|
+$1.42M
|
+22,074
|
+4%
|
|
|
27
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$38.8M
|
+$4.79M
|
+74,552
|
+15%
|
|
|
28
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$37.9M
|
-$4.03M
|
-62,759
|
-10%
|
|
|
29
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$36.8M
|
+$9.16M
|
+142,579
|
+35%
|
|
|
30
|
CGN Advisors
Manhattan,
Kansas
|
$34.9M
|
+$2.71M
|
+42,209
|
+9%
|
|
|
31
|
Ameriprise
Minneapolis,
Minnesota
|
$31.5M
|
+$22.1M
|
+343,958
|
+272%
|
|
|
32
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$29.8M
|
+$489K
|
+7,615
|
+2%
|
|
|
33
|
Wells Fargo
San Francisco,
California
|
$29.1M
|
+$1.42M
|
+22,044
|
+5%
|
|
|
34
|
Cresset Asset Management
Chicago,
Illinois
|
$29.1M
|
+$3.43M
|
+53,429
|
+14%
|
|
|
35
|
RVW Wealth
Los Angeles,
California
|
$27.7M
|
-$872K
|
-13,572
|
-3%
|
|
|
36
|
UBS Group
Zurich,
Switzerland
|
$27M
|
+$229K
|
+3,565
|
+0.9%
|
|
|
37
|
Quantum Financial Advisors
El Segundo,
California
|
$26.6M
|
+$1.65M
|
+25,731
|
+7%
|
|
|
38
|
Executive Wealth Management
Brighton,
Michigan
|
$26.2M
|
+$25.1M
|
+390,808
|
New
|
|
|
39
|
Correct Capital Wealth Management
Clayton,
Missouri
|
$25.3M
|
-$3.19M
|
-49,711
|
-12%
|
|
|
40
|
HUB Investment Partners
Austin,
Texas
|
$25M
|
+$1.8M
|
+27,994
|
+8%
|
|
|
41
|
Simplicity Wealth
Summit,
New Jersey
|
$24.8M
|
+$21.6M
|
+336,845
|
+1,002%
|
|
|
42
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$24.1M
|
+$3.85M
|
+59,948
|
+20%
|
|
|
43
|
Annapolis Financial Services
Annapolis,
Maryland
|
$24M
|
+$3.17M
|
+49,287
|
+16%
|
|
|
44
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$23.5M
|
+$1.89M
|
+29,352
|
+9%
|
|
|
45
|
Cardiff Park Advisors
Carlsbad,
California
|
$22.1M
|
+$770K
|
+11,988
|
+4%
|
|
|
46
|
Yardley Wealth Management
Yardley,
Pennsylvania
|
$21.9M
|
+$21M
|
+326,001
|
New
|
|
|
47
|
SC&H Financial Advisors
Sparks,
Maryland
|
$21.6M
|
+$656K
|
+10,212
|
+3%
|
|
|
48
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$21.3M
|
+$882K
|
+13,725
|
+5%
|
|
|
49
|
Highland Financial Advisors
Wayne,
New Jersey
|
$20.8M
|
+$765K
|
+11,903
|
+4%
|
|
|
50
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$20.8M
|
+$915K
|
+14,235
|
+5%
|
|
