|
26
|
Legacy Private Trust
Neenah,
Wisconsin
|
$21.9M
|
+$562K
|
+12,679
|
+3%
|
|
|
27
|
Horizon Investments
Charlotte,
North Carolina
|
$19.2M
|
-$3.87M
|
-87,226
|
-17%
|
|
|
28
|
TMD Wealth Management
Scottsdale,
Arizona
|
$19.2M
|
+$19M
|
+429,258
|
New
|
|
|
29
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$18.9M
|
+$644K
|
+14,531
|
+4%
|
|
|
30
|
Financial Enhancement Group
Anderson,
Indiana
|
$18.5M
|
-$1.68M
|
-37,882
|
-9%
|
|
|
31
|
Towneley Capital Management
Laguna Hills,
California
|
$17.2M
|
+$551K
|
+12,429
|
+3%
|
|
|
32
|
Parallel Advisors
San Francisco,
California
|
$17.1M
|
+$1.95M
|
+43,917
|
+13%
|
|
|
33
|
Parcion Private Wealth
Bellevue,
Washington
|
$15.9M
|
-$11.9M
|
-267,789
|
-43%
|
|
|
34
|
Brookstone Capital Management
Wheaton,
Illinois
|
$15.7M
|
+$15.3M
|
+345,351
|
New
|
|
|
35
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$15M
|
+$244K
|
+5,498
|
+2%
|
|
|
36
|
Advance Capital Management
Southfield,
Michigan
|
$13.5M
|
-$492K
|
-11,101
|
-4%
|
|
|
37
|
Kestra Investment Management
Austin,
Texas
|
$12.6M
|
+$12.5M
|
+282,121
|
New
|
|
|
38
|
Leo Wealth LLC
Hurst,
Texas
|
$12.1M
|
-$1.99M
|
-44,854
|
-14%
|
|
|
39
|
Rise Advisors
Rochester,
New York
|
$12.1M
|
+$1.22M
|
+27,580
|
+11%
|
|
|
40
|
Merit Financial Group
Alpharetta,
Georgia
|
$11.8M
|
+$298K
|
+6,723
|
+3%
|
|
|
41
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.8M
|
+$127K
|
+2,855
|
+1%
|
|
|
42
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$11.3M
|
-$377K
|
-8,507
|
-3%
|
|
|
43
|
Arden Trust
Wilmington,
Delaware
|
$10.7M
|
-$13.4K
|
-303
|
-0.1%
|
|
|
44
|
Symphony Financial Services
Akron,
Ohio
|
$10.3M
|
+$10.2M
|
+230,104
|
New
|
|
|
45
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$8.84M
|
+$544K
|
+12,271
|
+7%
|
|
|
46
|
Rockefeller Capital Management
New York
|
$8.82M
|
+$914K
|
+20,625
|
+12%
|
|
|
47
|
Blue Edge Capital
Richmond,
Virginia
|
$8.44M
|
+$151K
|
+3,406
|
+2%
|
|
|
48
|
Asio Capital
Lexington,
Kentucky
|
$7.86M
|
+$1.32M
|
+29,838
|
+20%
|
|
|
49
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$7.39M
|
–
|
–
|
–
|
|
|
50
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$7M
|
+$624K
|
+14,082
|
+10%
|
|
