|
26
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$14M
|
-$13.5K
|
-375
|
-0.1%
|
|
|
27
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$13.7M
|
+$2.51M
|
+69,749
|
+23%
|
|
|
28
|
Sweeney & Michel
Chico,
California
|
$13.4M
|
+$950K
|
+26,404
|
+8%
|
|
|
29
|
Kestra Advisory Services
Austin,
Texas
|
$12.5M
|
-$1.4M
|
-38,930
|
-10%
|
|
|
30
|
Private Advisor Group
Morristown,
New Jersey
|
$12.5M
|
-$6.61M
|
-183,619
|
-35%
|
|
|
31
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$11.9M
|
+$382K
|
+10,616
|
+3%
|
|
|
32
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$10.7M
|
+$1.01M
|
+27,997
|
+11%
|
|
|
33
|
Evernest Financial Advisors
Carmel,
Indiana
|
$9.92M
|
-$2.56M
|
-71,188
|
-21%
|
|
|
34
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$9.81M
|
-$252K
|
-6,999
|
-3%
|
|
|
35
|
Valmark Advisers
Akron,
Ohio
|
$7.51M
|
+$1.86M
|
+51,743
|
+34%
|
|
|
36
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$7.41M
|
+$785K
|
+21,826
|
+12%
|
|
|
37
|
Mendota Financial Group
Madison,
Wisconsin
|
$6.68M
|
-$157K
|
-4,361
|
-2%
|
|
|
38
|
Equity Wealth Partners
Independence,
Missouri
|
$6.67M
|
+$6.52M
|
+181,307
|
New
|
|
|
39
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$6.38M
|
+$1.08M
|
+29,948
|
+21%
|
|
|
40
|
KWB Wealth
Redlands,
California
|
$6.27M
|
-$1.61M
|
-44,726
|
-21%
|
|
|
41
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$5.83M
|
+$2.06M
|
+57,208
|
+57%
|
|
|
42
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$5.65M
|
-$298K
|
-8,271
|
-5%
|
|
|
43
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.61M
|
+$532K
|
+14,795
|
+11%
|
|
|
44
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$5.34M
|
+$2.4M
|
+66,702
|
+85%
|
|
|
45
|
Burton Enright Welch
Walnut Creek,
California
|
$5.24M
|
-$202K
|
-5,609
|
-4%
|
|
|
46
|
Sovran Advisors
San Diego,
California
|
$5.15M
|
+$1.91M
|
+53,049
|
+60%
|
|
|
47
|
D.A. Davidson & Co
Great Falls,
Montana
|
$5.06M
|
-$614K
|
-17,058
|
-11%
|
|
|
48
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$5.01M
|
+$263K
|
+7,314
|
+6%
|
|
|
49
|
Greykasell Wealth Strategies
Danville,
California
|
$5M
|
+$269K
|
+7,467
|
+6%
|
|
|
50
|
Roehl & Yi Investment Advisors
Eugene,
Oregon
|
$4.87M
|
+$1.01M
|
+28,057
|
+27%
|
|
