|
51
|
AlphaCore Capital
La Jolla,
California
|
$16.2M
|
+$93.5K
|
+352
|
+0.6%
|
|
|
52
|
Capital Advantage
Walnut Creek,
California
|
$16.1M
|
-$21.3K
|
-80
|
-0.1%
|
|
|
53
|
Choate Investment Advisors
Boston,
Massachusetts
|
$15.9M
|
–
|
–
|
–
|
|
|
54
|
|
$15.1M
|
+$7.21M
|
+27,147
|
+97%
|
|
|
55
|
Keel Point
Huntsville,
Alabama
|
$14M
|
+$17K
|
+64
|
+0.1%
|
|
|
56
|
Mosley Wealth Management
Anaheim,
California
|
$13.8M
|
+$12.8M
|
+48,082
|
+1,903%
|
|
|
57
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$13.8M
|
+$843K
|
+3,175
|
+7%
|
|
|
58
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$13.7M
|
+$308K
|
+1,158
|
+2%
|
|
|
59
|
TriaGen Wealth Management
Calabasas,
California
|
$13.2M
|
+$3.19K
|
+12
|
+0%
|
|
|
60
|
Steph & Co
Marinette,
Wisconsin
|
$12.4M
|
+$299K
|
+1,124
|
+3%
|
|
|
61
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$12.4M
|
-$511K
|
-1,923
|
-4%
|
|
|
62
|
Physician Wealth Advisors
Midvale,
Utah
|
$12.3M
|
+$11.7K
|
+44
|
+0.1%
|
|
|
63
|
Financial Services Advisory
Rockville,
Maryland
|
$11.2M
|
+$288K
|
+1,084
|
+3%
|
|
|
64
|
Focus Partners Wealth
Boston,
Massachusetts
|
$11M
|
+$1.21M
|
+4,549
|
+13%
|
|
|
65
|
Blackston Financial Advisory Group
The Villages,
Florida
|
$10.9M
|
-$233K
|
-876
|
-2%
|
|
|
66
|
Destination Wealth Management
Walnut Creek,
California
|
$10.7M
|
+$109K
|
+410
|
+1%
|
|
|
67
|
MML Investors Services
Springfield,
Massachusetts
|
$10.3M
|
+$835K
|
+3,143
|
+9%
|
|
|
68
|
CreativeOne Wealth
Overland Park,
Kansas
|
$10.2M
|
-$2.12M
|
-7,976
|
-18%
|
|
|
69
|
Segment Wealth Management
Houston,
Texas
|
$10.1M
|
+$463K
|
+1,742
|
+5%
|
|
|
70
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$9.96M
|
-$367K
|
-1,383
|
-4%
|
|
|
71
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$9.75M
|
+$27.6K
|
+104
|
+0.3%
|
|
|
72
|
Fidelity Investments
Boston,
Massachusetts
|
$9.35M
|
+$786K
|
+2,957
|
+9%
|
|
|
73
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$9.07M
|
-$99.1K
|
-373
|
-1%
|
|
|
74
|
Bank of New York Mellon
New York
|
$8.86M
|
-$2.67M
|
-10,057
|
-24%
|
|
|
75
|
Win Advisors
Palm Beach Gardens,
Florida
|
$8.73M
|
+$8.47M
|
+31,891
|
New
|
|
