|
26
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.03M
|
-$7.33M
|
-154,135
|
-55%
|
|
|
27
|
Perigon Wealth Management
San Francisco,
California
|
$5.89M
|
+$200K
|
+4,214
|
+4%
|
|
|
28
|
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
$5.65M
|
+$5.67M
|
+119,361
|
New
|
|
|
29
|
MAI Capital Management
Independence,
Ohio
|
$5.49M
|
+$1.34M
|
+28,155
|
+32%
|
|
|
30
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.32M
|
+$968K
|
+20,355
|
+22%
|
|
|
31
|
Cary Street Partners
Richmond,
Virginia
|
$5.19M
|
+$2.62M
|
+55,142
|
+101%
|
|
|
32
|
Jones Financial Companies
Des Peres,
Missouri
|
$5.1M
|
+$1.97M
|
+41,343
|
+62%
|
|
|
33
|
Legacy Edge Advisors
Syosset,
New York
|
$4.83M
|
+$620K
|
+13,043
|
+15%
|
|
|
34
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$4.65M
|
-$61.5K
|
-1,293
|
-1%
|
|
|
35
|
Bellevue Asset Management
Bellevue,
Washington
|
$4.46M
|
+$58.8K
|
+1,236
|
+1%
|
|
|
36
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$4.28M
|
-$251K
|
-5,273
|
-6%
|
|
|
37
|
21 West Wealth Management
Tustin,
California
|
$4.03M
|
+$800K
|
+16,820
|
+25%
|
|
|
38
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.54M
|
-$57.8K
|
-1,216
|
-2%
|
|
|
39
|
New Insight Wealth Advisors
San Ramon,
California
|
$3.53M
|
+$2.44M
|
+51,313
|
+220%
|
|
|
40
|
Harbour Investment Management
Edmonds,
Washington
|
$3.35M
|
+$2.47M
|
+52,065
|
+277%
|
|
|
41
|
Curry Webb Wealth Management
Indianapolis,
Indiana
|
$2.91M
|
-$227K
|
-4,770
|
-7%
|
|
|
42
|
Tradition Wealth Management
Edina,
Minnesota
|
$2.66M
|
-$155K
|
-3,264
|
-5%
|
|
|
43
|
Promethium Advisors
Bethesda,
Maryland
|
$2.51M
|
+$126K
|
+2,650
|
+5%
|
|
|
44
|
Wealthspire Advisors (New York)
New York
|
$2.45M
|
-$115K
|
-2,427
|
-4%
|
|
|
45
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$2.41M
|
+$81.2K
|
+1,708
|
+3%
|
|
|
46
|
Clear Creek Financial Management
Silverdale,
Washington
|
$2.14M
|
-$57.6K
|
-1,212
|
-3%
|
|
|
47
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.98M
|
-$271K
|
-5,711
|
-12%
|
|
|
48
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.69M
|
-$20.4K
|
-430
|
-1%
|
|
|
49
|
Farther Finance Advisors
San Francisco,
California
|
$1.69M
|
+$88.6K
|
+1,864
|
+5%
|
|
|
50
|
Fagan Associates
Troy,
New York
|
$1.66M
|
+$212K
|
+4,455
|
+14%
|
|
