|
26
|
WealthSource Partners
San Luis Obispo,
California
|
$10.4M
|
-$2.48M
|
-31,683
|
-19%
|
|
|
27
|
Stokes Family Office
New Orleans,
Louisiana
|
$10.1M
|
-$950K
|
-12,127
|
-9%
|
|
|
28
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10M
|
-$2.95M
|
-37,591
|
-23%
|
|
|
29
|
MA Private Wealth
San Carlos,
California
|
$9.97M
|
+$9.95M
|
+127,051
|
New
|
|
|
30
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$9.71M
|
+$9.7M
|
+123,751
|
New
|
|
|
31
|
AE Wealth Management
Topeka,
Kansas
|
$9.25M
|
-$244K
|
-3,112
|
-3%
|
|
|
32
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.12M
|
+$4.06M
|
+51,862
|
+81%
|
|
|
33
|
Stifel Financial
St. Louis,
Missouri
|
$9.1M
|
+$402K
|
+5,130
|
+5%
|
|
|
34
|
McMorgan & Co
San Francisco,
California
|
$8.99M
|
-$2.01M
|
-25,665
|
-18%
|
|
|
35
|
CreativeOne Wealth
Overland Park,
Kansas
|
$8.35M
|
+$2.08M
|
+26,548
|
+33%
|
|
|
36
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$7.9M
|
-$1.91M
|
-24,375
|
-19%
|
|
|
37
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$7.8M
|
+$2.24M
|
+28,562
|
+40%
|
|
|
38
|
Cooper Financial Group
Irvine,
California
|
$7.78M
|
-$1.47M
|
-18,794
|
-16%
|
|
|
39
|
PAX Financial Group
San Antonio,
Texas
|
$7.58M
|
-$933K
|
-11,908
|
-11%
|
|
|
40
|
Spire Wealth Management
Mclean,
Virginia
|
$7.43M
|
-$75.8K
|
-968
|
-1%
|
|
|
41
|
High Falls Advisors
Rochester,
New York
|
$7.42M
|
-$1.83M
|
-23,341
|
-20%
|
|
|
42
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$6.42M
|
-$1.29M
|
-16,466
|
-17%
|
|
|
43
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$6.39M
|
+$143K
|
+1,823
|
+2%
|
|
|
44
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.23M
|
+$476K
|
+6,075
|
+8%
|
|
|
45
|
HSBC Holdings
London,
United Kingdom
|
$6.02M
|
-$5.51M
|
-70,300
|
-48%
|
|
|
46
|
SteelPeak Wealth
Woodland Hills,
California
|
$5.96M
|
-$1.68M
|
-21,480
|
-22%
|
|
|
47
|
Hobart Private Capital
Charlotte,
North Carolina
|
$5.75M
|
+$5.24M
|
+66,904
|
+1,053%
|
|
|
48
|
Vivid Financial Management
Orcutt,
California
|
$5.7M
|
+$533K
|
+6,802
|
+10%
|
|
|
49
|
Icon Wealth Partners
Houston,
Texas
|
$5.69M
|
-$839K
|
-10,715
|
-13%
|
|
|
50
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$5.28M
|
+$1.2M
|
+15,259
|
+29%
|
|
