|
26
|
EP Wealth Advisors
Torrance,
California
|
$14.5M
|
+$14.2M
|
+688,345
|
New
|
|
|
27
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$13.4M
|
+$207K
|
+10,028
|
+2%
|
|
|
28
|
Rockefeller Capital Management
New York
|
$13M
|
-$350K
|
-16,924
|
-3%
|
|
|
29
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$12.3M
|
-$1.28M
|
-61,951
|
-10%
|
|
|
30
|
PFG Private Wealth Management
Lutz,
Florida
|
$10.8M
|
+$253K
|
+12,254
|
+2%
|
|
|
31
|
Confluence Investment Management
St. Louis,
Missouri
|
$10.3M
|
-$63.5K
|
-3,075
|
-0.6%
|
|
|
32
|
LPL Financial
San Diego,
California
|
$9.14M
|
+$1.2M
|
+58,237
|
+15%
|
|
|
33
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$8.52M
|
-$185K
|
-8,941
|
-2%
|
|
|
34
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$8.13M
|
+$409K
|
+19,817
|
+5%
|
|
|
35
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.85M
|
+$197K
|
+9,521
|
+3%
|
|
|
36
|
Probity Advisors
Dallas,
Texas
|
$7.78M
|
+$1.59M
|
+76,813
|
+26%
|
|
|
37
|
Snowden Capital Advisors
New York
|
$7.47M
|
+$14.1K
|
+684
|
+0.2%
|
|
|
38
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$6.99M
|
+$51.2K
|
+2,480
|
+0.8%
|
|
|
39
|
Howland Capital Management
Boston,
Massachusetts
|
$6.38M
|
+$1.27M
|
+61,444
|
+25%
|
|
|
40
|
Citadel Advisors
Miami,
Florida
|
$6.03M
|
+$5.57M
|
+269,641
|
+1,612%
|
|
|
41
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$5.91M
|
+$5.81M
|
+281,089
|
New
|
|
|
42
|
Kestra Advisory Services
Austin,
Texas
|
$5.59M
|
+$690K
|
+33,396
|
+14%
|
|
|
43
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$5.57M
|
+$521K
|
+25,210
|
+11%
|
|
|
44
|
Parallel Advisors
San Francisco,
California
|
$5.37M
|
+$378K
|
+18,311
|
+8%
|
|
|
45
|
Hancock Whitney
Gulfport,
Mississippi
|
$5.37M
|
+$5.27M
|
+255,257
|
New
|
|
|
46
|
Lyell Wealth Management
Menlo Park,
California
|
$5.32M
|
+$186K
|
+9,025
|
+4%
|
|
|
47
|
Moseley Investment Management
Bradenton,
Florida
|
$5.17M
|
+$747K
|
+36,169
|
+17%
|
|
|
48
|
Cheviot Value Management
Beverly Hills,
California
|
$5.11M
|
+$238K
|
+11,513
|
+5%
|
|
|
49
|
4Thought Financial Group
Syosset,
New York
|
$4.91M
|
-$347K
|
-16,785
|
-7%
|
|
|
50
|
Krilogy Financial
St. Louis,
Missouri
|
$4.84M
|
+$90.7K
|
+4,392
|
+2%
|
|
