|
51
|
Capital Advantage
Walnut Creek,
California
|
$13.9M
|
+$237K
|
+955
|
+2%
|
|
|
52
|
AlphaCore Capital
La Jolla,
California
|
$13.9M
|
+$80.7K
|
+325
|
+0.6%
|
|
|
53
|
Choate Investment Advisors
Boston,
Massachusetts
|
$13.7M
|
–
|
–
|
–
|
|
|
54
|
|
$13.4M
|
-$11M
|
-44,518
|
-44%
|
|
|
55
|
Keel Point
Huntsville,
Alabama
|
$12.1M
|
+$328K
|
+1,322
|
+3%
|
|
|
56
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$11.6M
|
-$9.62M
|
-38,770
|
-44%
|
|
|
57
|
TriaGen Wealth Management
Calabasas,
California
|
$11.4M
|
+$141K
|
+567
|
+1%
|
|
|
58
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$11.2M
|
+$288K
|
+1,160
|
+3%
|
|
|
59
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$11.2M
|
-$241K
|
-970
|
-2%
|
|
|
60
|
Kestra Advisory Services
Austin,
Texas
|
$11M
|
+$2.07M
|
+8,322
|
+22%
|
|
|
61
|
CreativeOne Wealth
Overland Park,
Kansas
|
$10.7M
|
+$464K
|
+1,869
|
+4%
|
|
|
62
|
Systelligence LLC
Bloomington,
Minnesota
|
$10.6M
|
-$1.12M
|
-4,518
|
-9%
|
|
|
63
|
Physician Wealth Advisors
Midvale,
Utah
|
$10.6M
|
+$258K
|
+1,038
|
+2%
|
|
|
64
|
Steph & Co
Marinette,
Wisconsin
|
$10.4M
|
+$1.43M
|
+5,763
|
+15%
|
|
|
65
|
Bank of New York Mellon
New York
|
$10M
|
+$121K
|
+486
|
+1%
|
|
|
66
|
Blackston Financial Advisory Group
The Villages,
Florida
|
$9.61M
|
+$189K
|
+762
|
+2%
|
|
|
67
|
Financial Services Advisory
Rockville,
Maryland
|
$9.39M
|
-$12.3M
|
-49,698
|
-56%
|
|
|
68
|
Destination Wealth Management
Walnut Creek,
California
|
$9.11M
|
-$35.7K
|
-144
|
-0.4%
|
|
|
69
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$8.93M
|
-$17.4K
|
-70
|
-0.2%
|
|
|
70
|
Calton & Associates
Tampa,
Florida
|
$8.74M
|
-$112K
|
-453
|
-1%
|
|
|
71
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$8.48M
|
-$1.92M
|
-7,717
|
-18%
|
|
|
72
|
MA Private Wealth
San Carlos,
California
|
$8.46M
|
-$8.96M
|
-36,104
|
-50%
|
|
|
73
|
Focus Partners Wealth
Boston,
Massachusetts
|
$8.44M
|
+$276K
|
+1,112
|
+3%
|
|
|
74
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$8.4M
|
-$213K
|
-859
|
-2%
|
|
|
75
|
Segment Wealth Management
Houston,
Texas
|
$8.3M
|
+$25.3K
|
+102
|
+0.3%
|
|
