|
26
|
Longview Asset Management (California)
San Rafael,
California
|
$20.8M
|
+$854K
|
+18,619
|
+4%
|
|
|
27
|
Wells Fargo
San Francisco,
California
|
$20.1M
|
+$20.1M
|
+437,257
|
New
|
|
|
28
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$19.8M
|
+$10.2M
|
+222,546
|
+107%
|
|
|
29
|
TPG Financial Advisors
Portland,
Oregon
|
$19.4M
|
-$687K
|
-14,971
|
-3%
|
|
|
30
|
Williams Financial
North Bennington,
Vermont
|
$18.4M
|
+$18.3M
|
+398,361
|
New
|
|
|
31
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$18.2M
|
+$145K
|
+3,167
|
+0.8%
|
|
|
32
|
Scott Capital Advisors
Portland,
Oregon
|
$17.4M
|
+$347K
|
+7,552
|
+2%
|
|
|
33
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$16M
|
+$4.59M
|
+100,138
|
+41%
|
|
|
34
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$15.1M
|
-$279K
|
-6,085
|
-2%
|
|
|
35
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$14.8M
|
+$673K
|
+14,667
|
+5%
|
|
|
36
|
Fortress Wealth Management
Culver City,
California
|
$14.7M
|
+$1.85M
|
+40,211
|
+14%
|
|
|
37
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.4M
|
+$7.96M
|
+173,476
|
+125%
|
|
|
38
|
Magnus Financial Group
New York
|
$14.1M
|
+$313K
|
+6,816
|
+2%
|
|
|
39
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$14M
|
+$3.46M
|
+75,340
|
+33%
|
|
|
40
|
Atria Wealth Solutions
New York
|
$13.8M
|
+$6.08M
|
+132,534
|
+79%
|
|
|
41
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$13.8M
|
-$381K
|
-8,306
|
-3%
|
|
|
42
|
Smith, Moore & Co
Clayton,
Missouri
|
$13.4M
|
-$1.39M
|
-30,249
|
-9%
|
|
|
43
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$12.8M
|
+$12.8M
|
+278,961
|
New
|
|
|
44
|
Lodestar Private Asset Management
Alamo,
California
|
$12.4M
|
+$2.13M
|
+46,500
|
+21%
|
|
|
45
|
Private Advisor Group
Morristown,
New Jersey
|
$12.4M
|
+$953K
|
+20,777
|
+8%
|
|
|
46
|
FMA Wealth Management
Duxbury,
Massachusetts
|
$11.4M
|
+$89.9K
|
+1,959
|
+0.8%
|
|
|
47
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$11.3M
|
+$9.58M
|
+208,841
|
+565%
|
|
|
48
|
Focus Financial Network
Minneapolis,
Minnesota
|
$11M
|
-$253K
|
-5,519
|
-2%
|
|
|
49
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$10.9M
|
+$2.65M
|
+57,700
|
+32%
|
|
|
50
|
Investment Planning Advisors
Cumming,
Georgia
|
$10.4M
|
+$271K
|
+5,897
|
+3%
|
|
