|
26
|
Perigon Wealth Management
San Francisco,
California
|
$5.72M
|
+$291K
|
+6,112
|
+5%
|
|
|
27
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$4.74M
|
+$1.74M
|
+36,610
|
+58%
|
|
|
28
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$4.55M
|
+$12.9K
|
+271
|
+0.3%
|
|
|
29
|
Bellevue Asset Management
Bellevue,
Washington
|
$4.43M
|
-$12.7K
|
-267
|
-0.3%
|
|
|
30
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.38M
|
+$2.09M
|
+43,977
|
+91%
|
|
|
31
|
Legacy Edge Advisors
Syosset,
New York
|
$4.23M
|
+$722K
|
+15,165
|
+21%
|
|
|
32
|
MAI Capital Management
Independence,
Ohio
|
$4.18M
|
+$1.17M
|
+24,532
|
+39%
|
|
|
33
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.61M
|
+$434K
|
+9,123
|
+14%
|
|
|
34
|
21 West Wealth Management
Tustin,
California
|
$3.25M
|
+$178K
|
+3,745
|
+6%
|
|
|
35
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.18M
|
+$981K
|
+20,618
|
+45%
|
|
|
36
|
Curry Webb Wealth Management
Indianapolis,
Indiana
|
$3.15M
|
+$3.15M
|
+66,247
|
New
|
|
|
37
|
Tradition Wealth Management
Edina,
Minnesota
|
$2.83M
|
-$19.2K
|
-403
|
-0.7%
|
|
|
38
|
Cary Street Partners
Richmond,
Virginia
|
$2.59M
|
+$2.17M
|
+45,629
|
+512%
|
|
|
39
|
Wealthspire Advisors (New York)
New York
|
$2.58M
|
+$1.31M
|
+27,572
|
+103%
|
|
|
40
|
Promethium Advisors
Bethesda,
Maryland
|
$2.41M
|
+$274K
|
+5,750
|
+13%
|
|
|
41
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$2.34M
|
+$177K
|
+3,722
|
+8%
|
|
|
42
|
Merit Financial Group
Alpharetta,
Georgia
|
$2.26M
|
-$23.1K
|
-486
|
-1%
|
|
|
43
|
Clear Point Advisors
Melville,
New York
|
$2.21M
|
+$397K
|
+8,352
|
+22%
|
|
|
44
|
Clear Creek Financial Management
Silverdale,
Washington
|
$2.21M
|
+$2.21M
|
+46,396
|
New
|
|
|
45
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.89M
|
+$7.76K
|
+163
|
+0.4%
|
|
|
46
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.72M
|
-$15.8K
|
-332
|
-0.9%
|
|
|
47
|
Farther Finance Advisors
San Francisco,
California
|
$1.62M
|
+$1.61M
|
+33,874
|
+30,517%
|
|
|
48
|
|
$1.59M
|
+$1.6M
|
+33,530
|
New
|
|
|
49
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.58M
|
-$955K
|
-20,073
|
-38%
|
|
|
50
|
Fagan Associates
Troy,
New York
|
$1.46M
|
+$119K
|
+2,495
|
+9%
|
|
