|
26
|
Retirement Group
San Diego,
California
|
$11.4M
|
+$588K
|
+8,969
|
+5%
|
|
|
27
|
Rockbridge Investment Management
Syracuse,
New York
|
$11.3M
|
+$204K
|
+3,113
|
+2%
|
|
|
28
|
ERn Financial LLC
Middleton,
Wisconsin
|
$10.4M
|
+$852K
|
+13,009
|
+8%
|
|
|
29
|
Minot Wealth Management
Westwood,
Massachusetts
|
$9.7M
|
+$3.72M
|
+56,800
|
+55%
|
|
|
30
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$9.65M
|
+$325K
|
+4,965
|
+3%
|
|
|
31
|
Scarborough Advisors
Annapolis,
Maryland
|
$9.46M
|
+$259K
|
+3,957
|
+3%
|
|
|
32
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$8.87M
|
+$9.61M
|
+146,685
|
New
|
|
|
33
|
Freedom Investment Management
Hartford,
Connecticut
|
$8.42M
|
+$415K
|
+6,337
|
+5%
|
|
|
34
|
Confluence Investment Management
St. Louis,
Missouri
|
$7.92M
|
-$7.71M
|
-117,635
|
-47%
|
|
|
35
|
|
$7.92M
|
+$8.58M
|
+130,960
|
New
|
|
|
36
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$7.52M
|
+$1.83M
|
+27,936
|
+31%
|
|
|
37
|
Avior Wealth Management
Omaha,
Nebraska
|
$7.11M
|
+$246K
|
+3,748
|
+3%
|
|
|
38
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.92M
|
-$349M
|
-5,333,084
|
-98%
|
|
|
39
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$6.8M
|
+$40.4K
|
+617
|
+0.6%
|
|
|
40
|
Diligent Investors
Redlands,
California
|
$6.64M
|
-$131
|
-2
|
-0%
|
|
|
41
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$6.45M
|
-$135M
|
-2,067,344
|
-95%
|
|
|
42
|
Total Wealth Planning
Cincinnati,
Ohio
|
$6.15M
|
+$252K
|
+3,842
|
+4%
|
|
|
43
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.06M
|
+$335K
|
+5,114
|
+5%
|
|
|
44
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.86M
|
+$856K
|
+13,062
|
+16%
|
|
|
45
|
Parcion Private Wealth
Bellevue,
Washington
|
$5.71M
|
+$4.86M
|
+74,136
|
+460%
|
|
|
46
|
Equitable Holdings
New York
|
$5.27M
|
+$84.6K
|
+1,292
|
+2%
|
|
|
47
|
Marotta Asset Management
Charlottesville,
Virginia
|
$5.03M
|
-$134K
|
-2,039
|
-2%
|
|
|
48
|
Waller Financial Planning Group
Columbus,
Ohio
|
$4.97M
|
-$142K
|
-2,161
|
-3%
|
|
|
49
|
Veritable
Wilmington,
Delaware
|
$4.97M
|
+$6.55K
|
+100
|
+0.1%
|
|
|
50
|
Private Advisor Group
Morristown,
New Jersey
|
$4.94M
|
-$3.67M
|
-55,966
|
-41%
|
|
