|
26
|
Confluence Investment Management
St. Louis,
Missouri
|
$21.7M
|
+$1.52M
|
+64,050
|
+8%
|
|
|
27
|
NewEdge Advisors
New Orleans,
Louisiana
|
$19.1M
|
+$683K
|
+28,747
|
+4%
|
|
|
28
|
RVW Wealth
Los Angeles,
California
|
$19M
|
+$1.45M
|
+60,895
|
+8%
|
|
|
29
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.7M
|
+$2.93M
|
+123,274
|
+20%
|
|
|
30
|
Venture Visionary Partners
Sylvania,
Ohio
|
$17.5M
|
-$16.4M
|
-689,184
|
Closed
|
|
|
31
|
Howland Capital Management
Boston,
Massachusetts
|
$17.5M
|
+$4.9M
|
+206,145
|
+39%
|
|
|
32
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$17.5M
|
–
|
–
|
–
|
|
|
33
|
Corient Private Wealth
Miami,
Florida
|
$17.4M
|
–
|
–
|
–
|
|
|
34
|
Capital Investment Advisors
Atlanta,
Georgia
|
$16.8M
|
+$899K
|
+37,856
|
+6%
|
|
|
35
|
Keeler Thomas Management
Orem,
Utah
|
$16.5M
|
+$177K
|
+7,435
|
+1%
|
|
|
36
|
US Bancorp
Minneapolis,
Minnesota
|
$15.7M
|
-$1.35M
|
-56,980
|
-8%
|
|
|
37
|
Raymond James & Associates
St Petersburg,
Florida
|
$15.1M
|
-$173K
|
-7,298
|
-1%
|
|
|
38
|
Summit Asset Management
Memphis,
Tennessee
|
$14.7M
|
+$298K
|
+12,550
|
+2%
|
|
|
39
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$14.3M
|
+$3.44M
|
+144,893
|
+32%
|
|
|
40
|
MV Capital Management
Bethesda,
Maryland
|
$13.7M
|
+$88.3K
|
+3,718
|
+0.7%
|
|
|
41
|
Buffington Mohr McNeal
Boise,
Idaho
|
$13.5M
|
-$80.8K
|
-3,402
|
-0.6%
|
|
|
42
|
Journey Advisory Group
Covington,
Kentucky
|
$13.3M
|
-$332K
|
-13,974
|
-2%
|
|
|
43
|
Arrow Financial
Glens Falls,
New York
|
$13.2M
|
+$361K
|
+15,202
|
+3%
|
|
|
44
|
Glenview Trust
Louisville,
Kentucky
|
$12.6M
|
+$2.07M
|
+87,212
|
+20%
|
|
|
45
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12.5M
|
+$556K
|
+23,414
|
+5%
|
|
|
46
|
Snowden Capital Advisors
New York
|
$12.4M
|
–
|
–
|
–
|
|
|
47
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$11.8M
|
–
|
–
|
–
|
|
|
48
|
Creative Planning
Overland Park,
Kansas
|
$11.7M
|
+$1.46M
|
+61,562
|
+14%
|
|
|
49
|
Focus Partners Wealth
Boston,
Massachusetts
|
$11M
|
+$10.6M
|
+445,587
|
+2,975%
|
|
|
50
|
Kestra Advisory Services
Austin,
Texas
|
$11M
|
+$1.5M
|
+63,219
|
+16%
|
|
