|
26
|
Global Retirement Partners
San Rafael,
California
|
$13.8M
|
+$617K
|
+12,705
|
+4%
|
|
|
27
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$12.7M
|
-$380K
|
-7,820
|
-3%
|
|
|
28
|
Bulltick Wealth Management
Miami,
Florida
|
$11.7M
|
–
|
–
|
–
|
|
|
29
|
ERn Financial LLC
Middleton,
Wisconsin
|
$10.8M
|
+$377K
|
+7,759
|
+4%
|
|
|
30
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$10.5M
|
+$499K
|
+10,258
|
+5%
|
|
|
31
|
Flynn Zito Capital Management
Garden City,
New York
|
$10.4M
|
+$812K
|
+16,701
|
+8%
|
|
|
32
|
Choice Wealth Advisors
Waterville,
Maine
|
$9.48M
|
+$99.9K
|
+2,056
|
+1%
|
|
|
33
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$8.2M
|
-$4.74M
|
-97,510
|
-36%
|
|
|
34
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$7.49M
|
+$1.98M
|
+40,659
|
+35%
|
|
|
35
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.39M
|
+$17.3K
|
+356
|
+0.2%
|
|
|
36
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
$7.07M
|
-$23.7K
|
-487
|
-0.3%
|
|
|
37
|
Kestra Advisory Services
Austin,
Texas
|
$6.83M
|
-$838K
|
-17,246
|
-11%
|
|
|
38
|
Palo Alto Wealth Advisors
Palo Alto,
California
|
$6.5M
|
+$782K
|
+16,098
|
+13%
|
|
|
39
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$6.46M
|
+$3.48M
|
+71,624
|
+113%
|
|
|
40
|
Chilton Capital Management
Houston,
Texas
|
$5.93M
|
+$77.6K
|
+1,597
|
+1%
|
|
|
41
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$4.59M
|
+$548K
|
+11,279
|
+13%
|
|
|
42
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$4.48M
|
+$368K
|
+7,581
|
+9%
|
|
|
43
|
D.A. Davidson & Co
Great Falls,
Montana
|
$4.46M
|
-$74.5K
|
-1,533
|
-2%
|
|
|
44
|
Grimes & Company
Westborough,
Massachusetts
|
$4.23M
|
-$18.6K
|
-383
|
-0.4%
|
|
|
45
|
Truist Financial
Charlotte,
North Carolina
|
$4.13M
|
+$404K
|
+8,307
|
+11%
|
|
|
46
|
Stifel Financial
St. Louis,
Missouri
|
$4.02M
|
-$411K
|
-8,458
|
-9%
|
|
|
47
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$4.01M
|
+$269K
|
+5,543
|
+7%
|
|
|
48
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$3.87M
|
+$3.42M
|
+70,350
|
+674%
|
|
|
49
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.62M
|
+$1.78M
|
+36,558
|
+94%
|
|
|
50
|
3D/L Capital Management
Hartford,
Connecticut
|
$3.57M
|
+$127K
|
+2,612
|
+4%
|
|
