|
26
|
Insight Wealth Strategies
San Ramon,
California
|
$24.2M
|
-$80.9K
|
-2,579
|
-0.3%
|
|
|
27
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$22.4M
|
+$226K
|
+7,189
|
+1%
|
|
|
28
|
Brio Consultants
San Francisco,
California
|
$22.2M
|
+$388K
|
+12,364
|
+2%
|
|
|
29
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$22.2M
|
-$605K
|
-19,270
|
-3%
|
|
|
30
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$22M
|
-$970K
|
-30,900
|
-4%
|
|
|
31
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$21.2M
|
+$21.2M
|
+675,190
|
New
|
|
|
32
|
First Foundation Advisors
Irvine,
California
|
$20.2M
|
-$78.9K
|
-2,514
|
-0.4%
|
|
|
33
|
PFS Investments
Duluth,
Georgia
|
$20.1M
|
-$792K
|
-25,234
|
-4%
|
|
|
34
|
Boston Financial Management
Boston,
Massachusetts
|
$19M
|
+$2.43M
|
+77,392
|
+15%
|
|
|
35
|
Cetera Advisors
Denver,
Colorado
|
$18.6M
|
+$246K
|
+7,844
|
+1%
|
|
|
36
|
Raymond James & Associates
St Petersburg,
Florida
|
$16.8M
|
-$9.85M
|
-313,980
|
-37%
|
|
|
37
|
American National Bank & Trust
Wichita Falls,
Texas
|
$14.9M
|
-$449K
|
-14,300
|
-3%
|
|
|
38
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$14.8M
|
+$50.1K
|
+1,597
|
+0.3%
|
|
|
39
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.5M
|
+$9.44M
|
+300,846
|
+185%
|
|
|
40
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$13.8M
|
+$431K
|
+13,746
|
+3%
|
|
|
41
|
|
$13.6M
|
+$212K
|
+6,745
|
+2%
|
|
|
42
|
Appleton Partners
Boston,
Massachusetts
|
$13.6M
|
-$69.7K
|
-2,222
|
-0.5%
|
|
|
43
|
Atwood & Palmer
Kansas City,
Missouri
|
$13.1M
|
-$186K
|
-5,934
|
-1%
|
|
|
44
|
Old Mission Capital
Chicago,
Illinois
|
$13.1M
|
+$12.1M
|
+386,104
|
+1,181%
|
|
|
45
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$12.8M
|
+$458K
|
+14,592
|
+4%
|
|
|
46
|
Accuvest Global Advisors
Provo,
Utah
|
$12.6M
|
-$9.05M
|
-288,273
|
-42%
|
|
|
47
|
White Pine Investment Company
Livonia,
Michigan
|
$12M
|
+$291K
|
+9,284
|
+2%
|
|
|
48
|
Trail Ridge Investment Advisors
Fort Collins,
Colorado
|
$11.4M
|
+$744K
|
+23,704
|
+7%
|
|
|
49
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.9M
|
+$281K
|
+8,951
|
+3%
|
|
|
50
|
Equitable Holdings
New York
|
$10.5M
|
+$684K
|
+21,787
|
+7%
|
|
