|
51
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$18.7M
|
+$17.9M
|
+350,700
|
+2,121%
|
|
|
52
|
|
$18.7M
|
-$852K
|
-16,732
|
-4%
|
|
|
53
|
Avior Wealth Management
Omaha,
Nebraska
|
$18.4M
|
+$6.23M
|
+122,384
|
+51%
|
|
|
54
|
Proficio Capital Partners
Newton,
Massachusetts
|
$17.9M
|
+$10M
|
+197,080
|
+128%
|
|
|
55
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$16.9M
|
-$311K
|
-6,109
|
-2%
|
|
|
56
|
Mariner
Overland Park,
Kansas
|
$16.1M
|
+$348K
|
+6,824
|
+2%
|
|
|
57
|
Guggenheim Capital
Chicago,
Illinois
|
$15.7M
|
-$290K
|
-5,700
|
-2%
|
|
|
58
|
Stifel Financial
St. Louis,
Missouri
|
$15.7M
|
+$377K
|
+7,409
|
+2%
|
|
|
59
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$15.4M
|
-$446K
|
-8,763
|
-3%
|
|
|
60
|
RFG Advisory
Birmingham,
Alabama
|
$15.3M
|
+$1.23M
|
+24,202
|
+9%
|
|
|
61
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$15.3M
|
-$1.01M
|
-19,864
|
-6%
|
|
|
62
|
Kestra Advisory Services
Austin,
Texas
|
$14.2M
|
+$5.1M
|
+100,192
|
+56%
|
|
|
63
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$14M
|
+$212K
|
+4,171
|
+2%
|
|
|
64
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$14M
|
-$2.92M
|
-57,261
|
-17%
|
|
|
65
|
Merit Financial Group
Alpharetta,
Georgia
|
$13.7M
|
+$8.3M
|
+163,030
|
+152%
|
|
|
66
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$13.5M
|
-$840K
|
-16,488
|
-6%
|
|
|
67
|
Financial Advisory Partners
Winter Park,
Florida
|
$13.3M
|
+$1.39M
|
+27,202
|
+12%
|
|
|
68
|
Cascade Wealth Advisors
Wenatchee,
Washington
|
$12.9M
|
+$287K
|
+5,631
|
+2%
|
|
|
69
|
Turning Point Benefit Group
Frederick,
Maryland
|
$12.7M
|
+$3.61M
|
+70,901
|
+40%
|
|
|
70
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$12.5M
|
+$6.93M
|
+136,028
|
+125%
|
|
|
71
|
Rezny Wealth Management
Fort Myers,
Florida
|
$11.8M
|
–
|
–
|
–
|
|
|
72
|
Parsons Capital Management
Providence,
Rhode Island
|
$11.7M
|
+$1.32M
|
+25,918
|
+13%
|
|
|
73
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$11.2M
|
+$231K
|
+4,536
|
+2%
|
|
|
74
|
Equitable Holdings
New York
|
$11.1M
|
-$1.43M
|
-28,127
|
-11%
|
|
|
75
|
Rockefeller Capital Management
New York
|
$10.8M
|
+$3.48M
|
+68,329
|
+47%
|
|
