|
26
|
Signify Wealth
Saint Louis,
Missouri
|
$13.1M
|
+$13.2M
|
+312,552
|
New
|
|
|
27
|
KeyBank National Association
Cleveland,
Ohio
|
$13.1M
|
+$502K
|
+11,865
|
+4%
|
|
|
28
|
Stifel Financial
St. Louis,
Missouri
|
$12M
|
+$602K
|
+14,218
|
+5%
|
|
|
29
|
Concord Wealth Partners
Abingdon,
Virginia
|
$12M
|
-$7.11M
|
-168,095
|
-37%
|
|
|
30
|
Beacon Financial Group
Dallas,
Texas
|
$11.6M
|
-$278K
|
-6,565
|
-2%
|
|
|
31
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$10.5M
|
+$502K
|
+11,871
|
+5%
|
|
|
32
|
Private Wealth Strategies
New Albany,
Ohio
|
$10.4M
|
+$227K
|
+5,354
|
+2%
|
|
|
33
|
Destination Wealth Management
Walnut Creek,
California
|
$10.2M
|
-$412K
|
-9,734
|
-4%
|
|
|
34
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$10.1M
|
-$277K
|
-6,542
|
-3%
|
|
|
35
|
Clear Creek Financial Management
Silverdale,
Washington
|
$10.1M
|
+$10.1M
|
+239,741
|
New
|
|
|
36
|
Avantax Planning Partners
Dubuque,
Iowa
|
$10.1M
|
+$3.86M
|
+91,151
|
+61%
|
|
|
37
|
|
$10M
|
+$402K
|
+9,509
|
+4%
|
|
|
38
|
MAI Capital Management
Independence,
Ohio
|
$9.77M
|
+$5.71K
|
+135
|
+0.1%
|
|
|
39
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.71M
|
+$2.73M
|
+64,524
|
+39%
|
|
|
40
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$9.38M
|
+$147K
|
+3,476
|
+2%
|
|
|
41
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$8.27M
|
-$16.5M
|
-390,967
|
-66%
|
|
|
42
|
Curi RMB Capital
Chicago,
Illinois
|
$7.5M
|
-$201K
|
-4,752
|
-3%
|
|
|
43
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$6.74M
|
+$213K
|
+5,031
|
+3%
|
|
|
44
|
JD Financial Services
Carlisle,
Pennsylvania
|
$6.38M
|
+$5.08M
|
+119,978
|
+373%
|
|
|
45
|
CX Institutional
Auburn,
Indiana
|
$6.35M
|
-$1.06M
|
-25,004
|
-14%
|
|
|
46
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$6.13M
|
-$789K
|
-18,632
|
-11%
|
|
|
47
|
Financial Insights
Tacoma,
Washington
|
$5.97M
|
-$264K
|
-6,239
|
-4%
|
|
|
48
|
Salomon & Ludwin
Richmond,
Virginia
|
$5.87M
|
-$59.6K
|
-1,408
|
-1%
|
|
|
49
|
Parsec Financial Management
Asheville,
North Carolina
|
$5.72M
|
-$735K
|
-17,359
|
-11%
|
|
|
50
|
Johanson Financial Advisors
Campbell,
California
|
$5.14M
|
+$101K
|
+2,391
|
+2%
|
|
