|
26
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$46.1M
|
+$3.78M
|
+109,194
|
+9%
|
|
|
27
|
Freedom Investment Management
Hartford,
Connecticut
|
$45.9M
|
-$2.88M
|
-83,222
|
-6%
|
|
|
28
|
Satovsky Asset Management
New York
|
$43.6M
|
-$483K
|
-13,969
|
-1%
|
|
|
29
|
|
$42.6M
|
+$18.9M
|
+547,350
|
+78%
|
|
|
30
|
High Probability Advisors
Pittsford,
New York
|
$42.5M
|
+$2.24M
|
+64,809
|
+5%
|
|
|
31
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$41.5M
|
-$1.56M
|
-45,095
|
-4%
|
|
|
32
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$40.7M
|
-$225K
|
-6,506
|
-0.5%
|
|
|
33
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$40.2M
|
-$4.14M
|
-119,703
|
-9%
|
|
|
34
|
Efficient Advisors
Mason,
Ohio
|
$39.6M
|
+$1.11M
|
+32,125
|
+3%
|
|
|
35
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$39.4M
|
-$318K
|
-9,195
|
-0.8%
|
|
|
36
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$35.2M
|
+$1.37M
|
+39,607
|
+4%
|
|
|
37
|
Catalyst Capital Advisors
Huntington,
New York
|
$34.6M
|
–
|
–
|
–
|
|
|
38
|
Millburn Ridgefield Corp
New York
|
$34.6M
|
–
|
–
|
–
|
|
|
39
|
Bank of America
Charlotte,
North Carolina
|
$34.4M
|
+$5.78M
|
+167,000
|
+20%
|
|
|
40
|
Financial Consulate
Hunt Valley,
Maryland
|
$34.2M
|
-$245K
|
-7,081
|
-0.7%
|
|
|
41
|
Wealthstream Advisors
New York
|
$33.7M
|
+$2.98M
|
+86,110
|
+9%
|
|
|
42
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$33.3M
|
+$1.17M
|
+33,852
|
+4%
|
|
|
43
|
Sequoia Financial Advisors
Akron,
Ohio
|
$32.7M
|
+$82.1K
|
+2,372
|
+0.2%
|
|
|
44
|
Burton Enright Welch
Walnut Creek,
California
|
$31.7M
|
+$82.9K
|
+2,397
|
+0.3%
|
|
|
45
|
Clarius Group LLC
Seattle,
Washington
|
$31.6M
|
+$2.72M
|
+78,620
|
+9%
|
|
|
46
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$31.4M
|
+$1.93M
|
+55,891
|
+6%
|
|
|
47
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$30.9M
|
+$427K
|
+12,349
|
+1%
|
|
|
48
|
NewEdge Advisors
New Orleans,
Louisiana
|
$30.2M
|
-$22K
|
-637
|
-0.1%
|
|
|
49
|
Grunden Financial Advisory
Denton,
Texas
|
$28.8M
|
+$1.09M
|
+31,453
|
+4%
|
|
|
50
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$28.5M
|
+$12.1M
|
+350,604
|
+71%
|
|
