|
101
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$18.2M
|
+$17.6M
|
+205,987
|
+22,887%
|
|
|
102
|
NWF Advisory Services
Los Angeles,
California
|
$18.1M
|
+$723K
|
+8,474
|
+4%
|
|
|
103
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$17.7M
|
+$1.11M
|
+12,955
|
+7%
|
|
|
104
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$17.6M
|
+$107K
|
+1,252
|
+0.6%
|
|
|
105
|
NFP Retirement Inc
Aliso Viejo,
California
|
$17.3M
|
-$1.03M
|
-12,072
|
-6%
|
|
|
106
|
Univest Financial
Souderton,
Pennsylvania
|
$17.2M
|
-$90.6K
|
-1,062
|
-0.5%
|
|
|
107
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$16.7M
|
+$2.31M
|
+27,045
|
+17%
|
|
|
108
|
WealthShield Partners
Cary,
North Carolina
|
$16.7M
|
-$2.59M
|
-30,335
|
-14%
|
|
|
109
|
Stephens Inc
Little Rock,
Arkansas
|
$16.5M
|
-$27.8K
|
-326
|
-0.2%
|
|
|
110
|
Cascade Financial Partners
San Diego,
California
|
$16.5M
|
+$408K
|
+4,782
|
+3%
|
|
|
111
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$16.4M
|
+$4.89M
|
+57,342
|
+44%
|
|
|
112
|
CIBC Bancorp USA
Chicago,
Illinois
|
$16.1M
|
+$7.59M
|
+88,987
|
+93%
|
|
|
113
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$16M
|
+$132K
|
+1,547
|
+0.9%
|
|
|
114
|
R2 Capital Strategies
Lincoln,
Nebraska
|
$15.3M
|
+$14.9M
|
+174,485
|
New
|
|
|
115
|
Focused Wealth Management
Newburgh,
New York
|
$15M
|
-$49.8K
|
-583
|
-0.3%
|
|
|
116
|
Pacific Center for Financial Services
San Ramon,
California
|
$14.8M
|
-$175K
|
-2,049
|
-1%
|
|
|
117
|
Axxcess Wealth Management
Carlsbad,
California
|
$14.4M
|
-$340K
|
-3,988
|
-2%
|
|
|
118
|
J.W. Cole Advisors
Tampa,
Florida
|
$14.1M
|
+$13.7M
|
+160,865
|
New
|
|
|
119
|
Sherman Wealth Management
Gaithersburg,
Maryland
|
$14M
|
-$134K
|
-1,567
|
-1%
|
|
|
120
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$14M
|
-$448K
|
-5,247
|
-3%
|
|
|
121
|
Waverly Advisors
Birmingham,
Alabama
|
$13.7M
|
+$1.72M
|
+20,210
|
+15%
|
|
|
122
|
Bank of New York Mellon
New York
|
$13.6M
|
-$113K
|
-1,325
|
-0.9%
|
|
|
123
|
Focus Partners Wealth
Boston,
Massachusetts
|
$13.5M
|
-$2.58M
|
-30,241
|
-16%
|
|
|
124
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$13.4M
|
-$105K
|
-1,225
|
-0.8%
|
|
|
125
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$13.4M
|
-$853K
|
-10,000
|
-6%
|
|
