|
26
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$18.7M
|
-$1.9M
|
-77,266
|
-9%
|
|
|
27
|
FLC Capital Advisors
Palm Desert,
California
|
$18.7M
|
+$5.49M
|
+223,000
|
+42%
|
|
|
28
|
Greenline Partners
New York
|
$18.2M
|
+$18.1M
|
+735,028
|
+16,736%
|
|
|
29
|
New York Life Investment Management
New York
|
$16.4M
|
-$3.83M
|
-155,650
|
-19%
|
|
|
30
|
Morningstar Investment Services
Chicago,
Illinois
|
$16M
|
-$372K
|
-15,116
|
-2%
|
|
|
31
|
West Coast Financial
Santa Barbara,
California
|
$16M
|
-$598K
|
-24,308
|
-4%
|
|
|
32
|
Sequoia Financial Advisors
Akron,
Ohio
|
$15.9M
|
-$1.19M
|
-48,308
|
-7%
|
|
|
33
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$15.9M
|
+$1.32M
|
+53,582
|
+9%
|
|
|
34
|
Tidal Investments
Milwaukee,
Wisconsin
|
$14.7M
|
-$8.95M
|
-363,462
|
-38%
|
|
|
35
|
KilterHowling LLC
Boulder,
Colorado
|
$14.4M
|
+$14.4M
|
+585,626
|
New
|
|
|
36
|
Libra Wealth
Los Gatos,
California
|
$13.3M
|
+$111K
|
+4,528
|
+0.8%
|
|
|
37
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$13.3M
|
+$1.12M
|
+45,376
|
+9%
|
|
|
38
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$13.2M
|
-$1.63M
|
-66,408
|
-11%
|
|
|
39
|
Beacon Wealthcare LLC
Raleigh,
North Carolina
|
$12.1M
|
-$987K
|
-40,090
|
-8%
|
|
|
40
|
Wells Fargo
San Francisco,
California
|
$12.1M
|
-$3.51M
|
-142,538
|
-23%
|
|
|
41
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.9M
|
-$2.74M
|
-111,300
|
-19%
|
|
|
42
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$11.6M
|
-$90.3K
|
-3,668
|
-0.8%
|
|
|
43
|
Franklin Resources
San Mateo,
California
|
$11.6M
|
+$1.24M
|
+50,290
|
+12%
|
|
|
44
|
HC Advisors
Sandy Springs,
Georgia
|
$11.2M
|
-$658K
|
-26,752
|
-6%
|
|
|
45
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$11.1M
|
-$313K
|
-12,722
|
-3%
|
|
|
46
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$10.4M
|
+$2.49M
|
+101,316
|
+38%
|
|
|
47
|
Bouchey Financial Group
Troy,
New York
|
$9.99M
|
+$9.99M
|
+405,934
|
New
|
|
|
48
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$9.12M
|
+$9.12M
|
+370,600
|
New
|
|
|
49
|
First National Trust
Hermitage,
Pennsylvania
|
$9.07M
|
+$3.33M
|
+135,360
|
+58%
|
|
|
50
|
Perigon Wealth Management
San Francisco,
California
|
$9M
|
+$2.41M
|
+98,000
|
+37%
|
|
