|
26
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$10.2M
|
-$16.8M
|
-204,379
|
-64%
|
|
|
27
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$10.1M
|
-$231K
|
-2,813
|
-2%
|
|
|
28
|
Affinity Wealth Management
Wilmington,
Delaware
|
$8.45M
|
+$721K
|
+8,794
|
+10%
|
|
|
29
|
|
$7.43M
|
-$30.5K
|
-372
|
-0.4%
|
|
|
30
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$7.03M
|
+$3.86M
|
+47,125
|
+143%
|
|
|
31
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.6M
|
+$464K
|
+5,665
|
+10%
|
|
|
32
|
Stephens Inc
Little Rock,
Arkansas
|
$5.5M
|
+$271K
|
+3,306
|
+6%
|
|
|
33
|
Osborne Partners Capital Management
San Francisco,
California
|
$5.12M
|
-$429K
|
-5,230
|
-8%
|
|
|
34
|
Strategic Equity Management
Tucson,
Arizona
|
$5.05M
|
+$4.71M
|
+57,519
|
New
|
|
|
35
|
Institute for Wealth Management
Denver,
Colorado
|
$4.91M
|
-$137K
|
-1,670
|
-3%
|
|
|
36
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.68M
|
-$51.2K
|
-625
|
-1%
|
|
|
37
|
EP Wealth Advisors
Torrance,
California
|
$4.27M
|
+$19.8K
|
+241
|
+0.5%
|
|
|
38
|
Kestra Advisory Services
Austin,
Texas
|
$4.26M
|
+$494K
|
+6,029
|
+14%
|
|
|
39
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.23M
|
+$908K
|
+11,085
|
+30%
|
|
|
40
|
William Blair & Company
Chicago,
Illinois
|
$3.89M
|
-$3.28K
|
-40
|
-0.1%
|
|
|
41
|
Private Advisory Group
Redmond,
Washington
|
$3.33M
|
-$4.87M
|
-59,421
|
-61%
|
|
|
42
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$3.24M
|
-$179K
|
-2,182
|
-6%
|
|
|
43
|
MTM Investment Management
Spartanburg,
South Carolina
|
$3.18M
|
+$2.97M
|
+36,274
|
New
|
|
|
44
|
Berger Financial Group
Plymouth,
Minnesota
|
$2.98M
|
+$2.79M
|
+34,013
|
New
|
|
|
45
|
Citadel Advisors
Miami,
Florida
|
$2.89M
|
+$2.7M
|
+32,913
|
New
|
|
|
46
|
AMJ Financial Wealth Management
Leesburg,
Virginia
|
$2.88M
|
-$264K
|
-3,227
|
-9%
|
|
|
47
|
Ramiah Investment Group
Brookfield,
Wisconsin
|
$2.69M
|
+$56.5K
|
+689
|
+2%
|
|
|
48
|
Private Advisor Group
Morristown,
New Jersey
|
$2.63M
|
+$252K
|
+3,070
|
+11%
|
|
|
49
|
Financial Advocates Investment Management
Olympia,
Washington
|
$2.55M
|
+$2.38M
|
+29,076
|
New
|
|
|
50
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.38M
|
-$88.5K
|
-1,080
|
-4%
|
|
