|
51
|
Founders Financial Securities
Towson,
Maryland
|
$17.5M
|
-$459K
|
-17,694
|
-3%
|
|
|
52
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$17.3M
|
-$22.4K
|
-862
|
-0.1%
|
|
|
53
|
Clearstead Advisors
Cleveland,
Ohio
|
$17.3M
|
+$1.79M
|
+69,041
|
+12%
|
|
|
54
|
Berger Financial Group
Plymouth,
Minnesota
|
$17.3M
|
+$17.3M
|
+667,067
|
New
|
|
|
55
|
Modera Wealth Management
Westwood,
New Jersey
|
$17.1M
|
+$154K
|
+5,931
|
+0.9%
|
|
|
56
|
CPA Asset Management
West Palm Beach,
Florida
|
$16.8M
|
+$140K
|
+5,391
|
+0.8%
|
|
|
57
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$16.6M
|
-$717K
|
-27,628
|
-4%
|
|
|
58
|
Annandale Capital
Dallas,
Texas
|
$16.4M
|
+$633K
|
+24,372
|
+4%
|
|
|
59
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$15.7M
|
+$450K
|
+17,325
|
+3%
|
|
|
60
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$15.7M
|
+$543K
|
+20,916
|
+4%
|
|
|
61
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.6M
|
+$6.07M
|
+233,874
|
+64%
|
|
|
62
|
Arista Wealth Management
Las Vegas,
Nevada
|
$15.1M
|
+$550K
|
+21,177
|
+4%
|
|
|
63
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$14.9M
|
+$410K
|
+15,797
|
+3%
|
|
|
64
|
Creative Capital Management Investments
San Diego,
California
|
$14.5M
|
+$518K
|
+19,964
|
+4%
|
|
|
65
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$14.4M
|
+$262K
|
+10,111
|
+2%
|
|
|
66
|
Fiduciary Financial Group
San Rafael,
California
|
$14.3M
|
+$143K
|
+5,517
|
+0.9%
|
|
|
67
|
Pioneer Wealth Management Group
Austin,
Texas
|
$14.3M
|
+$14.3M
|
+551,976
|
New
|
|
|
68
|
Colony Family Offices
Charlotte,
North Carolina
|
$14M
|
+$760K
|
+29,283
|
+6%
|
|
|
69
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$13.8M
|
+$187K
|
+7,186
|
+1%
|
|
|
70
|
Raymond James Financial
St Petersburg,
Florida
|
$13.7M
|
-$8.07M
|
-310,949
|
-37%
|
|
|
71
|
Brighton Jones LLC
Seattle,
Washington
|
$13.2M
|
+$617K
|
+23,775
|
+5%
|
|
|
72
|
Collective Family Office
York,
Pennsylvania
|
$13M
|
+$725K
|
+27,927
|
+6%
|
|
|
73
|
Envision Financial Planning
Memphis,
Tennessee
|
$13M
|
+$383K
|
+14,765
|
+3%
|
|
|
74
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
$13M
|
+$504K
|
+19,434
|
+4%
|
|
|
75
|
Index Fund Advisors
Irvine,
California
|
$12.6M
|
+$297K
|
+11,428
|
+2%
|
|
