|
26
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$8.29M
|
+$563K
|
+11,790
|
+7%
|
|
|
27
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$8.2M
|
+$1.96M
|
+41,042
|
+31%
|
|
|
28
|
Creative Planning
Overland Park,
Kansas
|
$7.83M
|
-$84.6K
|
-1,772
|
-1%
|
|
|
29
|
Fonville Wealth Management
Richmond,
Virginia
|
$7.81M
|
+$1.09M
|
+22,861
|
+16%
|
|
|
30
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$7.37M
|
+$195K
|
+4,077
|
+3%
|
|
|
31
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$7.16M
|
+$7.31M
|
+152,967
|
New
|
|
|
32
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$6.73M
|
+$998K
|
+20,899
|
+17%
|
|
|
33
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$6.6M
|
-$649K
|
-13,581
|
-9%
|
|
|
34
|
Kelly Financial Services
Braintree,
Massachusetts
|
$6.55M
|
+$2.29M
|
+47,894
|
+52%
|
|
|
35
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.17M
|
+$3.82M
|
+79,953
|
+154%
|
|
|
36
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$6.15M
|
–
|
–
|
–
|
|
|
37
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$6.11M
|
-$2.84M
|
-59,523
|
-31%
|
|
|
38
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$5.49M
|
-$1.76M
|
-36,872
|
-24%
|
|
|
39
|
MML Investors Services
Springfield,
Massachusetts
|
$5.46M
|
+$1.81M
|
+37,813
|
+48%
|
|
|
40
|
Atria Wealth Solutions
New York
|
$4.65M
|
+$2.96M
|
+62,013
|
+166%
|
|
|
41
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$4.2M
|
+$264K
|
+5,524
|
+7%
|
|
|
42
|
Climber Capital
Nyon,
Switzerland
|
$4.05M
|
+$5.31M
|
+111,164
|
New
|
|
|
43
|
Citadel Advisors
Miami,
Florida
|
$4.05M
|
+$1.64M
|
+34,288
|
+66%
|
|
|
44
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$3.88M
|
-$285K
|
-5,957
|
-7%
|
|
|
45
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$3.53M
|
-$270K
|
-5,658
|
-7%
|
|
|
46
|
|
$3.49M
|
+$3.56M
|
+74,486
|
New
|
|
|
47
|
Integrated Advisors Network
Dallas,
Texas
|
$3.48M
|
-$2.36M
|
-49,454
|
-40%
|
|
|
48
|
WrapManager Inc
Mill Valley,
California
|
$3.43M
|
+$225K
|
+4,704
|
+7%
|
|
|
49
|
Park Avenue Securities
New York
|
$3.41M
|
+$724K
|
+15,154
|
+26%
|
|
|
50
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3.19M
|
+$373K
|
+7,802
|
+13%
|
|
