|
51
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$12.1M
|
+$967K
|
+19,027
|
+9%
|
|
|
52
|
Principle Wealth Partners
Madison,
Connecticut
|
$11.9M
|
-$2.87M
|
-56,552
|
-19%
|
|
|
53
|
Oak Harvest Investment Services
Houston,
Texas
|
$11.2M
|
+$1.54M
|
+30,278
|
+16%
|
|
|
54
|
AlphaCore Capital
La Jolla,
California
|
$11.2M
|
+$11.2M
|
+220,456
|
New
|
|
|
55
|
Stifel Financial
St. Louis,
Missouri
|
$11.2M
|
+$2.31M
|
+45,553
|
+26%
|
|
|
56
|
Boothe Investment Group
Dover,
Delaware
|
$11.1M
|
-$2.15M
|
-42,228
|
-16%
|
|
|
57
|
Matthew Hamilton Rosenberg
|
$10.6M
|
+$1.63M
|
+32,061
|
+18%
|
|
|
58
|
Sunflower Bank
Dallas,
Texas
|
$10.6M
|
+$836K
|
+16,457
|
+9%
|
|
|
59
|
Perigon Wealth Management
San Francisco,
California
|
$10.5M
|
+$6.43M
|
+126,497
|
+160%
|
|
|
60
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$9.87M
|
+$2.93M
|
+57,670
|
+42%
|
|
|
61
|
Opal Wealth Advisors
Jericho,
New York
|
$9.84M
|
+$1.68M
|
+33,079
|
+21%
|
|
|
62
|
Franklin Resources
San Mateo,
California
|
$9.45M
|
+$1.18M
|
+23,210
|
+14%
|
|
|
63
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$9.19M
|
-$89.6K
|
-1,764
|
-1%
|
|
|
64
|
Quotient Wealth Partners
Dallas,
Texas
|
$8.81M
|
+$657K
|
+12,927
|
+8%
|
|
|
65
|
Davidson Investment Advisors
Great Falls,
Montana
|
$8.6M
|
+$525K
|
+10,328
|
+7%
|
|
|
66
|
Sequoia Financial Advisors
Akron,
Ohio
|
$8.34M
|
-$305K
|
-6,005
|
-4%
|
|
|
67
|
Boulder Wealth Advisors
Boulder,
Colorado
|
$8.3M
|
+$2.66M
|
+52,349
|
+47%
|
|
|
68
|
Axxcess Wealth Management
Carlsbad,
California
|
$8.11M
|
+$1.19M
|
+23,444
|
+17%
|
|
|
69
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$8.05M
|
-$370K
|
-7,278
|
-4%
|
|
|
70
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$7.97M
|
+$4.67K
|
+92
|
+0.1%
|
|
|
71
|
Regions Financial Corp
Birmingham,
Alabama
|
$7.96M
|
-$1.01M
|
-19,928
|
-11%
|
|
|
72
|
Tortoise Investment Management
White Plains,
New York
|
$7.96M
|
+$2.93M
|
+57,580
|
+58%
|
|
|
73
|
Auxano Advisors
Bellevue,
Washington
|
$7.56M
|
+$55.7K
|
+1,097
|
+0.7%
|
|
|
74
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$7.46M
|
+$1.19M
|
+23,404
|
+19%
|
|
|
75
|
Kestra Investment Management
Austin,
Texas
|
$7.29M
|
+$7.05M
|
+138,722
|
+2,990%
|
|
