|
51
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$14.3M
|
+$624K
|
+30,428
|
+5%
|
|
|
52
|
FIDELIS iM
Medford,
Oregon
|
$13.8M
|
+$395K
|
+19,264
|
+3%
|
|
|
53
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$13.4M
|
+$469K
|
+22,910
|
+4%
|
|
|
54
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$13.3M
|
-$1.04M
|
-50,922
|
-7%
|
|
|
55
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$13.2M
|
-$3.48M
|
-169,796
|
-21%
|
|
|
56
|
MML Investors Services
Springfield,
Massachusetts
|
$13.2M
|
+$2.91M
|
+141,822
|
+28%
|
|
|
57
|
Bangor Savings Bank
Bangor,
Maine
|
$12.9M
|
-$147K
|
-7,164
|
-1%
|
|
|
58
|
Bouchey Financial Group
Troy,
New York
|
$12.4M
|
-$1.37M
|
-66,752
|
-10%
|
|
|
59
|
US Bancorp
Minneapolis,
Minnesota
|
$12.4M
|
+$12M
|
+587,692
|
+2,420%
|
|
|
60
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$12.4M
|
+$108K
|
+5,286
|
+0.9%
|
|
|
61
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$12.3M
|
-$297K
|
-14,516
|
-2%
|
|
|
62
|
Curi Wealth Management
Raleigh,
North Carolina
|
$11.9M
|
+$1.61M
|
+78,432
|
+15%
|
|
|
63
|
Strategic Financial Planning
Plano,
Texas
|
$11.9M
|
-$121K
|
-5,896
|
-1%
|
|
|
64
|
Waterford Advisors
Orchard Park,
New York
|
$11.5M
|
+$11.6M
|
+565,952
|
New
|
|
|
65
|
First National Corp
Rockland,
Massachusetts
|
$11.4M
|
+$260K
|
+12,698
|
+2%
|
|
|
66
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$10.9M
|
+$6.93M
|
+338,102
|
+170%
|
|
|
67
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$10.6M
|
-$606K
|
-29,578
|
-5%
|
|
|
68
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$10.6M
|
-$20.2K
|
-988
|
-0.2%
|
|
|
69
|
|
$10.3M
|
+$800K
|
+39,054
|
+8%
|
|
|
70
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.2M
|
-$748K
|
-36,524
|
-7%
|
|
|
71
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$10.1M
|
-$23.2K
|
-1,132
|
-0.2%
|
|
|
72
|
Ascension Capital Advisors
Houston,
Texas
|
$10M
|
-$97.2K
|
-4,744
|
-1%
|
|
|
73
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$9.93M
|
+$549K
|
+26,802
|
+6%
|
|
|
74
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$9.76M
|
-$36.1K
|
-1,760
|
-0.4%
|
|
|
75
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$9.51M
|
+$243K
|
+11,862
|
+3%
|
|
