|
51
|
MA Private Wealth
San Carlos,
California
|
$39.7M
|
-$4.28M
|
-85,243
|
-10%
|
|
|
52
|
UBS Group
Zurich,
Switzerland
|
$39.1M
|
-$41.6M
|
-829,253
|
-54%
|
|
|
53
|
CFO4Life Group
Coppell,
Texas
|
$39.1M
|
+$3.23M
|
+64,435
|
+10%
|
|
|
54
|
Scarborough Advisors
Annapolis,
Maryland
|
$38.3M
|
+$42.7K
|
+851
|
+0.1%
|
|
|
55
|
McMorgan & Co
San Francisco,
California
|
$38M
|
-$516K
|
-10,280
|
-1%
|
|
|
56
|
Intelligence Driven Advisers
Carlsbad,
California
|
$36.6M
|
+$8.33M
|
+166,098
|
+33%
|
|
|
57
|
KWB Wealth
Redlands,
California
|
$36.3M
|
+$18.8M
|
+375,175
|
+102%
|
|
|
58
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$35.9M
|
+$3.76M
|
+75,006
|
+13%
|
|
|
59
|
US Bancorp
Minneapolis,
Minnesota
|
$35.8M
|
+$837K
|
+16,680
|
+3%
|
|
|
60
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$34.8M
|
+$1.82M
|
+36,197
|
+6%
|
|
|
61
|
Jones Financial Companies
Des Peres,
Missouri
|
$33.7M
|
+$9.98M
|
+198,946
|
+47%
|
|
|
62
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$33.2M
|
-$1.97M
|
-39,252
|
-6%
|
|
|
63
|
Horizon Wealth Management
La Grange,
Illinois
|
$32.7M
|
-$451K
|
-8,982
|
-1%
|
|
|
64
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$32.4M
|
+$214K
|
+4,257
|
+0.7%
|
|
|
65
|
SteelPeak Wealth
Woodland Hills,
California
|
$30.8M
|
+$631K
|
+12,572
|
+2%
|
|
|
66
|
Avantax Advisory Services
Dallas,
Texas
|
$30.6M
|
-$497K
|
-9,905
|
-2%
|
|
|
67
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$30.1M
|
+$699K
|
+13,938
|
+3%
|
|
|
68
|
Private Advisor Group
Morristown,
New Jersey
|
$29.7M
|
+$6.75M
|
+134,469
|
+33%
|
|
|
69
|
West Wealth Group
Irvine,
California
|
$29.6M
|
+$1.29M
|
+25,801
|
+5%
|
|
|
70
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$28.2M
|
+$5.96M
|
+118,703
|
+30%
|
|
|
71
|
Spinnaker Trust
Portland,
Maine
|
$27.5M
|
+$12.9M
|
+257,696
|
+104%
|
|
|
72
|
Madison Wealth Partners
Madison,
Wisconsin
|
$26.6M
|
+$1.5M
|
+29,849
|
+7%
|
|
|
73
|
Buttonwood Financial Group
Kansas City,
Missouri
|
$26.6M
|
+$403K
|
+8,039
|
+2%
|
|
|
74
|
Madrona Financial Services
Everett,
Washington
|
$26.3M
|
+$1.73M
|
+34,498
|
+8%
|
|
|
75
|
High Falls Advisors
Rochester,
New York
|
$26M
|
-$495K
|
-9,869
|
-2%
|
|
