|
26
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$12M
|
-$239K
|
-5,592
|
-2%
|
|
|
27
|
Family Capital Trust
Peabody,
Massachusetts
|
$11.8M
|
-$80.1K
|
-1,875
|
-0.7%
|
|
|
28
|
Straight Path Wealth Management
Jenison,
Michigan
|
$11.8M
|
+$420K
|
+9,828
|
+4%
|
|
|
29
|
|
$11.4M
|
+$10.7M
|
+250,147
|
New
|
|
|
30
|
Atwood & Palmer
Kansas City,
Missouri
|
$11M
|
-$156K
|
-3,657
|
-1%
|
|
|
31
|
Sequoia Financial Advisors
Akron,
Ohio
|
$10.9M
|
-$4.81M
|
-112,536
|
-32%
|
|
|
32
|
Meredith Wealth Planning
Maryville,
Illinois
|
$10.9M
|
+$386K
|
+9,042
|
+4%
|
|
|
33
|
CGC Financial Services
Lake Oswego,
Oregon
|
$9.9M
|
-$203K
|
-4,745
|
-2%
|
|
|
34
|
Segment Wealth Management
Houston,
Texas
|
$9.75M
|
-$31.5K
|
-738
|
-0.3%
|
|
|
35
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$9.42M
|
+$6.22M
|
+145,477
|
+240%
|
|
|
36
|
Vise Technologies
New York
|
$9.39M
|
+$8.78M
|
+205,484
|
New
|
|
|
37
|
Steward Partners Investment Advisory
New York
|
$8.56M
|
+$7.97M
|
+186,392
|
+20,304%
|
|
|
38
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$8.55M
|
+$5.72M
|
+133,792
|
+251%
|
|
|
39
|
Solano Wealth Investment Advisors
Fairfield,
California
|
$8.35M
|
+$7.82M
|
+182,858
|
New
|
|
|
40
|
Archvest Wealth Advisors
Concord,
California
|
$7.86M
|
+$402K
|
+9,407
|
+6%
|
|
|
41
|
Empire Life Investments
Toronto,
Ontario, Canada
|
$7.02M
|
+$5.38M
|
+125,900
|
+455%
|
|
|
42
|
Venturi Wealth Management
Austin,
Texas
|
$6.68M
|
-$388K
|
-9,080
|
-6%
|
|
|
43
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.33M
|
+$2.11M
|
+49,259
|
+55%
|
|
|
44
|
Financial Freedom LLC
Cincinnati,
Ohio
|
$5.89M
|
+$133K
|
+3,102
|
+2%
|
|
|
45
|
Opes Wealth Management
Menlo Park,
California
|
$5.73M
|
-$2.56K
|
-60
|
-0%
|
|
|
46
|
Focus Financial Network
Minneapolis,
Minnesota
|
$5.71M
|
+$93.3K
|
+2,183
|
+2%
|
|
|
47
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.11M
|
+$2.72M
|
+63,539
|
+131%
|
|
|
48
|
MML Investors Services
Springfield,
Massachusetts
|
$4.98M
|
+$2.61M
|
+61,066
|
+128%
|
|
|
49
|
Tacita Capital
Toronto,
Ontario, Canada
|
$4.95M
|
+$117K
|
+2,744
|
+3%
|
|
|
50
|
Alexis Investment Partners
Montgomery,
Texas
|
$4.76M
|
+$4.48M
|
+104,898
|
New
|
|
