|
26
|
Cascade Financial Partners
San Diego,
California
|
$7.85M
|
+$118K
|
+2,072
|
+2%
|
|
|
27
|
Ameriprise
Minneapolis,
Minnesota
|
$7.8M
|
-$13.4M
|
-235,417
|
-63%
|
|
|
28
|
O'Connor Financial Group
Quincy,
Illinois
|
$7.43M
|
+$119K
|
+2,095
|
+2%
|
|
|
29
|
Csenge Advisory Group
Clearwater,
Florida
|
$7.42M
|
-$743K
|
-13,061
|
-9%
|
|
|
30
|
Bristlecone Value Partners
Los Angeles,
California
|
$6.87M
|
+$6.82M
|
+119,993
|
New
|
|
|
31
|
Stonebridge Wealth Management
Oak Brook,
Illinois
|
$6.77M
|
-$75.2K
|
-1,322
|
-1%
|
|
|
32
|
Avos Capital Management
Seattle,
Washington
|
$6.62M
|
+$17K
|
+299
|
+0.3%
|
|
|
33
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$6.59M
|
+$310K
|
+5,458
|
+5%
|
|
|
34
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$6.42M
|
-$275K
|
-4,831
|
-4%
|
|
|
35
|
Blueline Advisors
Exeter,
New Hampshire
|
$6.27M
|
+$6.23M
|
+109,525
|
New
|
|
|
36
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.04M
|
+$563K
|
+9,898
|
+10%
|
|
|
37
|
UBS Group
Zurich,
Switzerland
|
$5.99M
|
-$564K
|
-9,928
|
-9%
|
|
|
38
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$5.55M
|
-$14.7M
|
-257,796
|
-73%
|
|
|
39
|
Seven Mile Advisory
Ewing,
New Jersey
|
$5.33M
|
+$110K
|
+1,936
|
+2%
|
|
|
40
|
Steward Partners Investment Advisory
New York
|
$5.31M
|
+$67.3K
|
+1,183
|
+1%
|
|
|
41
|
Smith, Moore & Co
Clayton,
Missouri
|
$5.31M
|
+$184K
|
+3,241
|
+4%
|
|
|
42
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.81M
|
-$338K
|
-5,937
|
-7%
|
|
|
43
|
Shore Point Advisors
Brielle,
New Jersey
|
$4.62M
|
+$1.23M
|
+21,647
|
+27%
|
|
|
44
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$4.56M
|
+$105K
|
+1,852
|
+2%
|
|
|
45
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$4.55M
|
+$120K
|
+2,118
|
+3%
|
|
|
46
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.36M
|
+$109K
|
+1,913
|
+3%
|
|
|
47
|
Inlight Wealth Management
Atlanta,
Georgia
|
$4.35M
|
-$671K
|
-11,796
|
-13%
|
|
|
48
|
rebel Financial
Groveport,
Ohio
|
$4.04M
|
+$4.01M
|
+70,539
|
New
|
|
|
49
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$3.78M
|
+$94.2K
|
+1,657
|
+3%
|
|
|
50
|
Premier Private Wealth Management
Palm Harbor,
Florida
|
$3.78M
|
+$3.5M
|
+61,476
|
New
|
|
