|
26
|
Horizon Advisory Services
West Henrietta,
New York
|
$17M
|
+$540K
|
+22,567
|
+3%
|
|
|
27
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$16.7M
|
+$300K
|
+12,541
|
+2%
|
|
|
28
|
Delta Wealth Advisors
Indianapolis,
Indiana
|
$16.5M
|
+$335K
|
+14,025
|
+2%
|
|
|
29
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
$16.5M
|
+$39.3K
|
+1,642
|
+0.2%
|
|
|
30
|
Denver PWM
Denver,
Colorado
|
$15.3M
|
+$15.3M
|
+638,378
|
New
|
|
|
31
|
Focus Partners Wealth
Boston,
Massachusetts
|
$14.5M
|
+$3.02M
|
+126,334
|
+26%
|
|
|
32
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$13.9M
|
-$1.19M
|
-49,553
|
-8%
|
|
|
33
|
Mercer Global Advisors
Denver,
Colorado
|
$12.8M
|
-$3.4M
|
-142,161
|
-20%
|
|
|
34
|
Central Trust Company
Jefferson City,
Missouri
|
$12.8M
|
+$695K
|
+29,075
|
+6%
|
|
|
35
|
Oppenheimer Asset Management
New York
|
$12.5M
|
+$1.12M
|
+46,634
|
+10%
|
|
|
36
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.5M
|
+$316K
|
+13,225
|
+3%
|
|
|
37
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.4M
|
-$342K
|
-14,310
|
-3%
|
|
|
38
|
Asset Dedication LLC
San Francisco,
California
|
$12.2M
|
+$12.2M
|
+508,435
|
New
|
|
|
39
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11.7M
|
-$16.2M
|
-676,786
|
-58%
|
|
|
40
|
Krilogy Financial
St. Louis,
Missouri
|
$11.5M
|
+$594K
|
+24,831
|
+5%
|
|
|
41
|
Brookstone Capital Management
Wheaton,
Illinois
|
$10.4M
|
-$24.4K
|
-1,020
|
-0.2%
|
|
|
42
|
Steward Partners Investment Advisory
New York
|
$10.3M
|
+$262K
|
+10,950
|
+3%
|
|
|
43
|
HighTower Advisors
Chicago,
Illinois
|
$10.1M
|
+$103K
|
+4,319
|
+1%
|
|
|
44
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$9.89M
|
+$1.71M
|
+71,691
|
+21%
|
|
|
45
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$9.74M
|
+$394K
|
+16,457
|
+4%
|
|
|
46
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$9.53M
|
-$269K
|
-11,236
|
-3%
|
|
|
47
|
Kestra Advisory Services
Austin,
Texas
|
$8.98M
|
+$1M
|
+41,971
|
+13%
|
|
|
48
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$8.89M
|
+$570K
|
+23,824
|
+7%
|
|
|
49
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.7M
|
-$21.1M
|
-880,931
|
-71%
|
|
|
50
|
Lido Advisors
Los Angeles,
California
|
$8.53M
|
-$224K
|
-9,355
|
-3%
|
|
