|
26
|
Choate Investment Advisors
Boston,
Massachusetts
|
$16.2M
|
+$992K
|
+9,992
|
+7%
|
|
|
27
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$16M
|
-$1.7M
|
-17,121
|
-10%
|
|
|
28
|
Iams Wealth Management
Omaha,
Nebraska
|
$15.9M
|
+$3.25M
|
+32,723
|
+26%
|
|
|
29
|
Peak Asset Management
Louisville,
Colorado
|
$14M
|
+$726K
|
+7,318
|
+5%
|
|
|
30
|
UBS Group
Zurich,
Switzerland
|
$13.6M
|
+$1.62M
|
+16,329
|
+14%
|
|
|
31
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$13.5M
|
-$1.93M
|
-19,393
|
-13%
|
|
|
32
|
Raymond James & Associates
St Petersburg,
Florida
|
$13.1M
|
-$9M
|
-90,699
|
-41%
|
|
|
33
|
Delos Wealth Advisors
Dallas,
Texas
|
$13.1M
|
+$85.7K
|
+863
|
+0.7%
|
|
|
34
|
CastleKeep Investment Advisors
Westport,
Connecticut
|
$12.8M
|
+$1.34M
|
+13,511
|
+12%
|
|
|
35
|
|
$12.1M
|
+$11.3M
|
+114,054
|
+1,560%
|
|
|
36
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$11.4M
|
-$3.81M
|
-38,339
|
-25%
|
|
|
37
|
Portland Global Advisors
Portland,
Maine
|
$11M
|
+$2.27M
|
+22,898
|
+26%
|
|
|
38
|
|
$11M
|
-$396K
|
-3,986
|
-3%
|
|
|
39
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$10.9M
|
-$1.03M
|
-10,385
|
-9%
|
|
|
40
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10.8M
|
+$3.51M
|
+35,346
|
+48%
|
|
|
41
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$10.8M
|
-$1.68M
|
-16,950
|
-14%
|
|
|
42
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$10.7M
|
+$189K
|
+1,899
|
+2%
|
|
|
43
|
Austin Wealth Management
Austin,
Texas
|
$10.1M
|
+$786K
|
+7,917
|
+8%
|
|
|
44
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$9.75M
|
-$9.35M
|
-94,166
|
-49%
|
|
|
45
|
|
$9.11M
|
-$2.9M
|
-29,243
|
-24%
|
|
|
46
|
Kestra Advisory Services
Austin,
Texas
|
$8.64M
|
+$1.72M
|
+17,366
|
+25%
|
|
|
47
|
Truist Financial
Charlotte,
North Carolina
|
$8.45M
|
-$12.2M
|
-123,309
|
-59%
|
|
|
48
|
Blue Trust Inc
Alpharetta,
Georgia
|
$8.39M
|
+$3.92M
|
+39,449
|
+88%
|
|
|
49
|
Strategic Wealth Partners
Independence,
Ohio
|
$7.98M
|
-$808K
|
-8,143
|
-9%
|
|
|
50
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$7.94M
|
-$4.85M
|
-48,887
|
-38%
|
|
