|
26
|
Ameriprise
Minneapolis,
Minnesota
|
$7.89M
|
+$1.07M
|
+20,916
|
+17%
|
|
|
27
|
Portland Global Advisors
Portland,
Maine
|
$7.63M
|
+$222K
|
+4,329
|
+3%
|
|
|
28
|
Rockefeller Capital Management
New York
|
$7.59M
|
+$80.2K
|
+1,567
|
+1%
|
|
|
29
|
Cascade Financial Partners
San Diego,
California
|
$7.37M
|
-$252K
|
-4,923
|
-4%
|
|
|
30
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$7.14M
|
-$495K
|
-9,668
|
-7%
|
|
|
31
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$7.14M
|
+$193K
|
+3,779
|
+3%
|
|
|
32
|
UBS Group
Zurich,
Switzerland
|
$6.99M
|
-$3M
|
-58,563
|
-32%
|
|
|
33
|
Stonebridge Wealth Management
Oak Brook,
Illinois
|
$6.73M
|
+$6.24M
|
+121,797
|
New
|
|
|
34
|
O'Connor Financial Group
Quincy,
Illinois
|
$6.56M
|
+$299K
|
+5,833
|
+5%
|
|
|
35
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$6.48M
|
+$137K
|
+2,667
|
+2%
|
|
|
36
|
Inlight Wealth Management
Atlanta,
Georgia
|
$5.39M
|
-$238K
|
-4,643
|
-5%
|
|
|
37
|
Steward Partners Investment Advisory
New York
|
$5.27M
|
+$81.2K
|
+1,586
|
+2%
|
|
|
38
|
Avos Capital Management
Seattle,
Washington
|
$5.27M
|
+$1.18M
|
+23,119
|
+32%
|
|
|
39
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.09M
|
+$493K
|
+9,627
|
+12%
|
|
|
40
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.97M
|
+$298K
|
+5,815
|
+7%
|
|
|
41
|
Smith, Moore & Co
Clayton,
Missouri
|
$4.88M
|
-$81.6K
|
-1,593
|
-2%
|
|
|
42
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$4.6M
|
-$5.33M
|
-104,189
|
-56%
|
|
|
43
|
MML Investors Services
Springfield,
Massachusetts
|
$4.49M
|
+$485K
|
+9,475
|
+13%
|
|
|
44
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$4.37M
|
-$54.5K
|
-1,065
|
-1%
|
|
|
45
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$4.33M
|
-$1.04M
|
-20,363
|
-21%
|
|
|
46
|
Shore Point Advisors
Brielle,
New Jersey
|
$4.28M
|
+$75K
|
+1,465
|
+2%
|
|
|
47
|
rebel Financial
Groveport,
Ohio
|
$3.98M
|
+$3.69M
|
+71,998
|
New
|
|
|
48
|
Old Mission Capital
Chicago,
Illinois
|
$3.6M
|
-$16.9M
|
-330,092
|
-84%
|
|
|
49
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.45M
|
-$7.53M
|
-147,122
|
-70%
|
|
|
50
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$3.38M
|
+$143K
|
+2,799
|
+5%
|
|
