|
76
|
Charles Schwab
San Francisco,
California
|
$37.1M
|
-$35.7M
|
-1,494,492
|
-49%
|
|
|
77
|
SVB Wealth
Boston,
Massachusetts
|
$36.6M
|
-$45.3M
|
-1,896,819
|
-56%
|
|
|
78
|
Whelan Financial
Fresno,
California
|
$36M
|
+$698K
|
+29,208
|
+2%
|
|
|
79
|
Spinnaker Investment Group
Newport Beach,
California
|
$35.6M
|
+$1.3M
|
+54,573
|
+4%
|
|
|
80
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$35M
|
-$258K
|
-10,806
|
-0.7%
|
|
|
81
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$34.2M
|
+$4.84M
|
+202,719
|
+17%
|
|
|
82
|
NewEdge Advisors
New Orleans,
Louisiana
|
$34M
|
+$11.8K
|
+492
|
+0%
|
|
|
83
|
American Trust
Lexington,
Kentucky
|
$32.9M
|
+$5.29M
|
+221,256
|
+19%
|
|
|
84
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$32.9M
|
+$801K
|
+33,540
|
+3%
|
|
|
85
|
Scott Capital Advisors
Portland,
Oregon
|
$32.9M
|
+$1.53M
|
+64,134
|
+5%
|
|
|
86
|
ESL Trust Services
Rochester,
New York
|
$32.6M
|
-$150K
|
-6,258
|
-0.5%
|
|
|
87
|
Kellett Wealth Advisors
Cincinnati,
Ohio
|
$32.3M
|
-$809K
|
-33,864
|
-2%
|
|
|
88
|
Soltis Investment Advisors
St. George,
Utah
|
$31.8M
|
+$5.01M
|
+209,490
|
+19%
|
|
|
89
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$31.5M
|
+$712K
|
+29,802
|
+2%
|
|
|
90
|
AE Wealth Management
Topeka,
Kansas
|
$30.9M
|
+$12.8M
|
+534,957
|
+72%
|
|
|
91
|
Wealth Management Solutions
Exton,
Pennsylvania
|
$30.5M
|
-$2.26M
|
-94,464
|
-7%
|
|
|
92
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$30.3M
|
+$1.83M
|
+76,752
|
+7%
|
|
|
93
|
Evergreen Advisors
Chattanooga,
Tennessee
|
$29.9M
|
+$1.04M
|
+43,356
|
+4%
|
|
|
94
|
Beacon Pointe Advisors
Newport Beach,
California
|
$29.1M
|
+$2.34M
|
+98,088
|
+9%
|
|
|
95
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$29.1M
|
+$1.58M
|
+66,330
|
+6%
|
|
|
96
|
Cedar Wealth Management
Walnut Creek,
California
|
$29.1M
|
+$1.64M
|
+68,772
|
+6%
|
|
|
97
|
Founders Financial Securities
Towson,
Maryland
|
$29M
|
+$9.87M
|
+413,181
|
+53%
|
|
|
98
|
James J. Burns & Company
Melville,
New York
|
$28.7M
|
+$1.37M
|
+57,471
|
+5%
|
|
|
99
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$28.6M
|
-$818K
|
-34,251
|
-3%
|
|
|
100
|
Principle Wealth Partners
Madison,
Connecticut
|
$28.3M
|
+$1.85M
|
+77,556
|
+7%
|
|
