|
26
|
Aveo Capital Partners
Englewood,
Colorado
|
$15.2M
|
+$863K
|
+32,946
|
+6%
|
|
|
27
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.1M
|
+$2.09M
|
+79,848
|
+16%
|
|
|
28
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$13.8M
|
+$526K
|
+20,079
|
+4%
|
|
|
29
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$13.6M
|
-$857K
|
-32,698
|
-6%
|
|
|
30
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$13.5M
|
-$635K
|
-24,235
|
-5%
|
|
|
31
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$13.5M
|
-$635K
|
-24,235
|
-5%
|
|
|
32
|
Fortress Wealth Management
Culver City,
California
|
$13.2M
|
+$4.07M
|
+155,291
|
+46%
|
|
|
33
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$12.4M
|
+$4.93M
|
+188,266
|
+68%
|
|
|
34
|
Astor Investment Management
Chicago,
Illinois
|
$12.1M
|
-$1.17M
|
-44,531
|
-9%
|
|
|
35
|
Castle Wealth Management
West Palm Beach,
Florida
|
$11.4M
|
+$5.58M
|
+212,874
|
+99%
|
|
|
36
|
Crestmont Private Wealth
Houston,
Texas
|
$10.9M
|
+$676K
|
+25,810
|
+7%
|
|
|
37
|
Financial Futures
Brielle,
New Jersey
|
$10.8M
|
+$838K
|
+31,994
|
+9%
|
|
|
38
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$10.8M
|
-$918K
|
-35,057
|
-8%
|
|
|
39
|
UBS Group
Zurich,
Switzerland
|
$10.6M
|
+$10.1M
|
+387,297
|
+4,213%
|
|
|
40
|
CreativeOne Wealth
Overland Park,
Kansas
|
$10.4M
|
+$5.78M
|
+220,717
|
+131%
|
|
|
41
|
Bare Financial Services
Gap,
Pennsylvania
|
$10.2M
|
+$5.91M
|
+225,655
|
+143%
|
|
|
42
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$9.55M
|
+$370K
|
+14,132
|
+4%
|
|
|
43
|
John W. Brooker & Co
Oakland,
California
|
$8.81M
|
+$1.94M
|
+73,886
|
+29%
|
|
|
44
|
Blue Investment Partners
Alamo,
California
|
$8.58M
|
+$2.35M
|
+89,642
|
+39%
|
|
|
45
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.51M
|
+$711K
|
+27,136
|
+9%
|
|
|
46
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$8.44M
|
-$792K
|
-30,227
|
-9%
|
|
|
47
|
Intrua Financial
Houston,
Texas
|
$8.26M
|
+$682K
|
+26,033
|
+9%
|
|
|
48
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$8.15M
|
+$3.79M
|
+144,528
|
+90%
|
|
|
49
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$7.49M
|
+$7.37M
|
+281,224
|
New
|
|
|
50
|
Elevated Capital Advisors
Sandy,
Utah
|
$6.94M
|
+$6.82M
|
+260,277
|
New
|
|
