|
26
|
Castellan Group
Louisville,
Kentucky
|
$20.5M
|
-$291K
|
-2,492
|
-1%
|
|
|
27
|
Peterson Wealth Advisors
Orem,
Utah
|
$19.6M
|
+$182K
|
+1,560
|
+0.9%
|
|
|
28
|
Investment Planning Advisors
Cumming,
Georgia
|
$18.8M
|
+$18.7M
|
+160,622
|
New
|
|
|
29
|
Client First Investment Management
West Bend,
Wisconsin
|
$18.1M
|
-$29.5M
|
-252,668
|
-62%
|
|
|
30
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$18M
|
+$818K
|
+7,010
|
+5%
|
|
|
31
|
Tortoise Investment Management
White Plains,
New York
|
$17.8M
|
+$886K
|
+7,591
|
+5%
|
|
|
32
|
Optimus Capital Advisors
Coppel,
Texas
|
$17.7M
|
+$1.17M
|
+10,055
|
+7%
|
|
|
33
|
Commerce Advisors
Memphis,
Tennessee
|
$17.4M
|
+$5.85M
|
+50,149
|
+51%
|
|
|
34
|
Spahn Wealth & Retirement
Scottsdale,
Arizona
|
$16.7M
|
+$16.7M
|
+142,919
|
New
|
|
|
35
|
Well Done LLC
Holland,
Michigan
|
$16.6M
|
+$2.38M
|
+20,395
|
+17%
|
|
|
36
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$16.3M
|
+$4.9M
|
+41,962
|
+43%
|
|
|
37
|
Old Mission Capital
Chicago,
Illinois
|
$16.2M
|
+$8.99M
|
+77,051
|
+126%
|
|
|
38
|
Allen Capital Group
Grand Island,
Nebraska
|
$15.9M
|
+$455K
|
+3,900
|
+3%
|
|
|
39
|
Stillwater Private Wealth
Glen Mills,
Pennsylvania
|
$14.6M
|
+$225K
|
+1,928
|
+2%
|
|
|
40
|
Gradient Investments
Arden Hills,
Minnesota
|
$13.7M
|
+$3.17M
|
+27,165
|
+30%
|
|
|
41
|
Altiora Financial Group
Lebanon,
Ohio
|
$13.3M
|
+$2.22M
|
+18,995
|
+20%
|
|
|
42
|
Farther Finance Advisors
San Francisco,
California
|
$12.4M
|
-$954K
|
-8,176
|
-7%
|
|
|
43
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$12.4M
|
+$2.28M
|
+19,573
|
+23%
|
|
|
44
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$12.3M
|
+$7.98M
|
+68,342
|
+188%
|
|
|
45
|
Quantinno Capital Management
New York
|
$12.1M
|
-$938K
|
-8,039
|
-7%
|
|
|
46
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$12.1M
|
+$785K
|
+6,727
|
+7%
|
|
|
47
|
Focus Partners Wealth
Boston,
Massachusetts
|
$11.8M
|
+$9.99M
|
+85,639
|
+555%
|
|
|
48
|
Mutual Advisors
Omaha,
Nebraska
|
$11.8M
|
+$1.73M
|
+14,825
|
+17%
|
|
|
49
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$11.7M
|
-$10.6M
|
-90,780
|
-47%
|
|
|
50
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$11.7M
|
-$1.09M
|
-9,365
|
-9%
|
|
