|
26
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$14.2M
|
-$4.12M
|
-81,641
|
-23%
|
|
|
27
|
Stifel Financial
St. Louis,
Missouri
|
$13.6M
|
+$89.9K
|
+1,780
|
+0.7%
|
|
|
28
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$13.5M
|
+$1.75M
|
+34,721
|
+15%
|
|
|
29
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$12.8M
|
+$6.14M
|
+121,481
|
+92%
|
|
|
30
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$12.3M
|
-$154K
|
-3,045
|
-1%
|
|
|
31
|
Donaldson Capital Management
Evansville,
Indiana
|
$12.2M
|
+$1.58M
|
+31,281
|
+15%
|
|
|
32
|
Avidian Wealth Enterprises
Houston,
Texas
|
$12M
|
+$12M
|
+236,721
|
New
|
|
|
33
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$11.7M
|
+$445K
|
+8,811
|
+4%
|
|
|
34
|
Capital Advantage
Walnut Creek,
California
|
$11.4M
|
-$4.38M
|
-86,734
|
-28%
|
|
|
35
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$11.4M
|
-$368K
|
-7,287
|
-3%
|
|
|
36
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.1M
|
+$559K
|
+11,056
|
+5%
|
|
|
37
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$10.8M
|
-$513K
|
-10,150
|
-5%
|
|
|
38
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.8M
|
+$2.82M
|
+55,745
|
+35%
|
|
|
39
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.5M
|
-$4.65M
|
-92,021
|
-31%
|
|
|
40
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.66M
|
-$3.16M
|
-62,640
|
-25%
|
|
|
41
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$9.65M
|
+$9.65M
|
+191,027
|
New
|
|
|
42
|
DFPG Investments
Sandy,
Utah
|
$9.17M
|
+$1.07M
|
+21,113
|
+13%
|
|
|
43
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$8.99M
|
-$5.61M
|
-111,076
|
-38%
|
|
|
44
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$8.69M
|
-$3.27M
|
-64,712
|
-27%
|
|
|
45
|
Bogart Wealth LLC
Mclean,
Virginia
|
$8.68M
|
-$23.2M
|
-458,434
|
-73%
|
|
|
46
|
WT Wealth Management
Scottsdale,
Arizona
|
$8.52M
|
+$1.62M
|
+32,007
|
+23%
|
|
|
47
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$8.51M
|
+$8.51M
|
+168,400
|
New
|
|
|
48
|
Chesley Taft & Associates
Chicago,
Illinois
|
$8.26M
|
-$381K
|
-7,550
|
-4%
|
|
|
49
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$8.14M
|
-$1.59M
|
-31,397
|
-16%
|
|
|
50
|
Eaton Vance Management
Boston,
Massachusetts
|
$7.95M
|
-$1.39M
|
-27,531
|
-15%
|
|
