|
51
|
Eagle Strategies
New York
|
$29.2M
|
+$325K
|
+11,481
|
+1%
|
|
|
52
|
Planned Solutions
Folsom,
California
|
$29.1M
|
-$182K
|
-6,412
|
-0.6%
|
|
|
53
|
Richardson Capital Management
Menomonee Falls,
Wisconsin
|
$28M
|
+$5.52M
|
+194,728
|
+24%
|
|
|
54
|
Corient Private Wealth
Miami,
Florida
|
$27.9M
|
-$27.3M
|
-965,054
|
-49%
|
|
|
55
|
Berman McAleer
Timonium,
Maryland
|
$27.5M
|
-$259K
|
-9,136
|
-0.9%
|
|
|
56
|
Financial Strategies Group
Okemos,
Michigan
|
$27.4M
|
+$1.14M
|
+40,330
|
+5%
|
|
|
57
|
Solitude Financial Services
Charlottesville,
Virginia
|
$27.1M
|
+$490K
|
+17,300
|
+2%
|
|
|
58
|
Allen Wealth Management
Boone,
North Carolina
|
$26.8M
|
+$1.22M
|
+43,202
|
+5%
|
|
|
59
|
|
$26.8M
|
+$977K
|
+34,465
|
+4%
|
|
|
60
|
NFP Retirement Inc
Aliso Viejo,
California
|
$26.6M
|
+$4.96M
|
+175,175
|
+22%
|
|
|
61
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$26.1M
|
-$1.7M
|
-59,990
|
-6%
|
|
|
62
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$25.1M
|
+$723K
|
+25,524
|
+3%
|
|
|
63
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$24.8M
|
+$547K
|
+19,319
|
+2%
|
|
|
64
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$24.6M
|
+$1.3M
|
+45,724
|
+5%
|
|
|
65
|
Pasadena Private Wealth
Pasadena,
California
|
$24.3M
|
-$1.24M
|
-43,800
|
-5%
|
|
|
66
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$23.3M
|
-$271K
|
-9,565
|
-1%
|
|
|
67
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$22.8M
|
-$32.5M
|
-1,146,810
|
-58%
|
|
|
68
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$22.7M
|
+$23.1M
|
+813,606
|
New
|
|
|
69
|
Firestone Capital Management
Coral Gables,
Florida
|
$21.6M
|
+$226K
|
+7,967
|
+1%
|
|
|
70
|
Oxford Financial Group
Carmel,
Indiana
|
$21.4M
|
-$5.58M
|
-197,070
|
-20%
|
|
|
71
|
Your Advocates Ltd
Houston,
Texas
|
$21.4M
|
+$629K
|
+22,211
|
+3%
|
|
|
72
|
Merit Financial Group
Alpharetta,
Georgia
|
$20.9M
|
-$3.39M
|
-119,800
|
-14%
|
|
|
73
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$20.7M
|
+$751K
|
+26,501
|
+4%
|
|
|
74
|
Elevation Wealth Partners
Santa Rosa,
California
|
$20.6M
|
+$105K
|
+3,705
|
+0.5%
|
|
|
75
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$20.6M
|
-$390K
|
-13,777
|
-2%
|
|
