|
26
|
Requisite Capital Management
Dallas,
Texas
|
$6.51M
|
-$4.09M
|
-80,137
|
-39%
|
|
|
27
|
Capital Management
Glen Allen,
Virginia
|
$5.83M
|
+$2.09M
|
+40,977
|
+56%
|
|
|
28
|
Mission Wealth Management
Santa Barbara,
California
|
$5.24M
|
+$4.46M
|
+87,479
|
+577%
|
|
|
29
|
CFO4Life Group
Coppell,
Texas
|
$5.11M
|
+$4M
|
+78,372
|
+361%
|
|
|
30
|
Tortoise Investment Management
White Plains,
New York
|
$5.05M
|
+$510K
|
+10,000
|
+11%
|
|
|
31
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$4.99M
|
+$4.26M
|
+83,526
|
+586%
|
|
|
32
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$4.88M
|
+$2.14M
|
+41,884
|
+78%
|
|
|
33
|
BCGM Wealth Management
Lafayette,
Indiana
|
$4.87M
|
+$4.87M
|
+95,368
|
New
|
|
|
34
|
Stratos Investment Management
Beachwood,
Ohio
|
$4.82M
|
+$332K
|
+6,513
|
+7%
|
|
|
35
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$4.75M
|
+$1.66M
|
+32,585
|
+54%
|
|
|
36
|
CX Institutional
Auburn,
Indiana
|
$4.7M
|
+$1.2M
|
+23,443
|
+34%
|
|
|
37
|
Harbour Investment Management
Edmonds,
Washington
|
$4.67M
|
+$1.1M
|
+21,525
|
+31%
|
|
|
38
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.51M
|
+$3.98M
|
+78,057
|
+758%
|
|
|
39
|
MJP Associates
Farmington,
Connecticut
|
$4.21M
|
+$4.21M
|
+82,589
|
New
|
|
|
40
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.06M
|
+$2.05M
|
+40,182
|
+102%
|
|
|
41
|
Arete Wealth Advisors
Chicago,
Illinois
|
$4.01M
|
+$4.01M
|
+78,559
|
New
|
|
|
42
|
Principle Wealth Partners
Madison,
Connecticut
|
$3.9M
|
+$3.9M
|
+76,415
|
New
|
|
|
43
|
Bristlecone Advisors
Bellevue,
Washington
|
$3.82M
|
-$511K
|
-10,015
|
-12%
|
|
|
44
|
Wakefield Asset Management
Englewood,
Colorado
|
$3.61M
|
+$3.61M
|
+70,765
|
New
|
|
|
45
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.61M
|
+$3.61M
|
+70,739
|
New
|
|
|
46
|
MML Investors Services
Springfield,
Massachusetts
|
$3.32M
|
+$428K
|
+8,398
|
+15%
|
|
|
47
|
Monterey Private Wealth
Monterey,
California
|
$3.3M
|
+$791K
|
+15,511
|
+32%
|
|
|
48
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$3M
|
–
|
–
|
–
|
|
|
49
|
Callan Capital
La Jolla,
California
|
$2.93M
|
+$690K
|
+13,533
|
+31%
|
|
|
50
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$2.92M
|
+$2.91M
|
+57,128
|
New
|
|
