|
26
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$9.39M
|
+$458K
|
+9,500
|
+5%
|
|
|
27
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$9.22M
|
+$115K
|
+2,383
|
+1%
|
|
|
28
|
Confluence Investment Management
St. Louis,
Missouri
|
$9.03M
|
-$2.1M
|
-43,634
|
-19%
|
|
|
29
|
West Financial Advisors
Des Moines,
Iowa
|
$8.94M
|
+$347K
|
+7,202
|
+4%
|
|
|
30
|
Maryland Capital Advisors
Chester,
Maryland
|
$8.91M
|
-$18.4K
|
-381
|
-0.2%
|
|
|
31
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$7.82M
|
-$81.4K
|
-1,688
|
-1%
|
|
|
32
|
Collective Family Office
York,
Pennsylvania
|
$7.65M
|
-$652K
|
-13,517
|
-8%
|
|
|
33
|
Corient Private Wealth
Miami,
Florida
|
$6.32M
|
+$26.8K
|
+555
|
+0.4%
|
|
|
34
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$5.4M
|
+$920K
|
+19,084
|
+21%
|
|
|
35
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.36M
|
+$459K
|
+9,518
|
+9%
|
|
|
36
|
Stifel Financial
St. Louis,
Missouri
|
$4.9M
|
+$156K
|
+3,245
|
+3%
|
|
|
37
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$4.78M
|
+$109K
|
+2,254
|
+2%
|
|
|
38
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$4.67M
|
+$24K
|
+497
|
+0.5%
|
|
|
39
|
Evanson Asset Management
Carmel,
California
|
$4.65M
|
-$175K
|
-3,633
|
-4%
|
|
|
40
|
Allworth Financial
Folsom,
California
|
$4.62M
|
-$51.2K
|
-1,062
|
-1%
|
|
|
41
|
American Investment Services
Great Barrington,
Massachusetts
|
$4.42M
|
-$218K
|
-4,515
|
-5%
|
|
|
42
|
|
$4.41M
|
-$19.4K
|
-403
|
-0.4%
|
|
|
43
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$4.4M
|
+$1.93K
|
+40
|
+0%
|
|
|
44
|
RW Investment Management
Eagle,
Idaho
|
$4.29M
|
-$237K
|
-4,920
|
-5%
|
|
|
45
|
Core Wealth Management
Jupiter,
Florida
|
$4.1M
|
–
|
–
|
–
|
|
|
46
|
Verus Financial Partners
Richmond,
Virginia
|
$3.86M
|
+$68.3K
|
+1,417
|
+2%
|
|
|
47
|
Waverly Advisors
Birmingham,
Alabama
|
$3.63M
|
+$70.3K
|
+1,457
|
+2%
|
|
|
48
|
Modera Wealth Management
Westwood,
New Jersey
|
$3.63M
|
-$380K
|
-7,871
|
-10%
|
|
|
49
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$3.61M
|
+$116K
|
+2,413
|
+3%
|
|
|
50
|
Mills Wealth Advisors
Southlake,
Texas
|
$3.6M
|
-$1.35M
|
-27,912
|
-27%
|
|
