|
26
|
Envision Financial Planning
Memphis,
Tennessee
|
$1.34M
|
+$1.35M
|
+53,568
|
New
|
|
|
27
|
Sandy Spring Bank
Olney,
Maryland
|
$1.21M
|
+$278K
|
+11,056
|
+30%
|
|
|
28
|
Howland Capital Management
Boston,
Massachusetts
|
$1.06M
|
+$75.5K
|
+3,000
|
+8%
|
|
|
29
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.05M
|
+$1.06M
|
+42,171
|
New
|
|
|
30
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$987K
|
+$994K
|
+39,500
|
New
|
|
|
31
|
James Investment Research
Alpha,
Ohio
|
$896K
|
+$56.6K
|
+2,250
|
+7%
|
|
|
32
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$827K
|
–
|
–
|
–
|
|
|
33
|
Capital Investment Advisors
Atlanta,
Georgia
|
$804K
|
+$264K
|
+10,491
|
+48%
|
|
|
34
|
Snowden Capital Advisors
New York
|
$774K
|
–
|
–
|
–
|
|
|
35
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$771K
|
+$24.4K
|
+968
|
+3%
|
|
|
36
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$765K
|
+$646K
|
+25,669
|
+519%
|
|
|
37
|
Blue Square Asset Management
New York
|
$755K
|
+$761K
|
+30,244
|
New
|
|
|
38
|
Rockefeller Capital Management
New York
|
$718K
|
-$46.1K
|
-1,830
|
-6%
|
|
|
39
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$692K
|
+$697K
|
+27,701
|
New
|
|
|
40
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$687K
|
+$385K
|
+15,301
|
+125%
|
|
|
41
|
FF Advisors
Manhattan Beach,
California
|
$674K
|
+$53.8K
|
+2,136
|
+9%
|
|
|
42
|
Stifel Financial
St. Louis,
Missouri
|
$579K
|
+$584K
|
+23,192
|
New
|
|
|
43
|
Kestra Advisory Services
Austin,
Texas
|
$544K
|
+$284K
|
+11,286
|
+108%
|
|
|
44
|
Valmark Advisers
Akron,
Ohio
|
$541K
|
+$102K
|
+4,035
|
+23%
|
|
|
45
|
Partners Wealth Management
Carmel By The Sea,
California
|
$538K
|
+$542K
|
+21,536
|
New
|
|
|
46
|
Klingman & Associates
New York
|
$532K
|
-$89.7K
|
-3,566
|
-14%
|
|
|
47
|
Parallel Advisors
San Francisco,
California
|
$491K
|
+$7.8K
|
+310
|
+2%
|
|
|
48
|
IFP Advisors
Tampa,
Florida
|
$468K
|
+$472K
|
+18,750
|
New
|
|
|
49
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$448K
|
-$27.3K
|
-1,085
|
-6%
|
|
|
50
|
Crews Bank & Trust
Wauchula,
Florida
|
$442K
|
+$446K
|
+17,710
|
New
|
|
