|
51
|
Perigon Wealth Management
San Francisco,
California
|
$15.8M
|
+$1.2M
|
+48,656
|
+8%
|
|
|
52
|
Arax Advisory Partners
Denver,
Colorado
|
$15.6M
|
+$15.7M
|
+633,193
|
New
|
|
|
53
|
Madison Asset Management
Madison,
Wisconsin
|
$15.4M
|
-$3.88M
|
-156,881
|
-20%
|
|
|
54
|
Walker Financial Services
Bowling Green,
Kentucky
|
$14.7M
|
+$1.71M
|
+69,102
|
+13%
|
|
|
55
|
WorthPointe
La Jolla,
California
|
$14M
|
+$317K
|
+12,840
|
+2%
|
|
|
56
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$13.8M
|
+$948K
|
+38,352
|
+7%
|
|
|
57
|
Franklin Resources
San Mateo,
California
|
$13.3M
|
+$21.9K
|
+884
|
+0.2%
|
|
|
58
|
Kelly Financial Services
Braintree,
Massachusetts
|
$13M
|
+$4.52M
|
+182,904
|
+53%
|
|
|
59
|
Fiduciary Alliance
Greenville,
South Carolina
|
$12.6M
|
+$124K
|
+5,032
|
+1%
|
|
|
60
|
Tidal Investments
Milwaukee,
Wisconsin
|
$12.5M
|
+$457K
|
+18,470
|
+4%
|
|
|
61
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.5M
|
-$717K
|
-29,005
|
-5%
|
|
|
62
|
Holcombe Financial
Atlanta,
Georgia
|
$12.5M
|
-$130K
|
-5,248
|
-1%
|
|
|
63
|
Clarity Wealth Development
Corvallis,
Oregon
|
$12.4M
|
+$1.44M
|
+58,202
|
+13%
|
|
|
64
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$11.9M
|
+$631K
|
+25,511
|
+6%
|
|
|
65
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$11.7M
|
+$11.7M
|
+475,171
|
New
|
|
|
66
|
Advocate Group
Minnetonka,
Minnesota
|
$11.7M
|
+$1.11M
|
+44,915
|
+10%
|
|
|
67
|
White Pine Investment Company
Livonia,
Michigan
|
$11.7M
|
+$368K
|
+14,879
|
+3%
|
|
|
68
|
Attessa Capital
Tucson,
Arizona
|
$11.1M
|
+$705K
|
+28,516
|
+7%
|
|
|
69
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$11.1M
|
-$54.8K
|
-2,215
|
-0.5%
|
|
|
70
|
Raymond James Financial
St Petersburg,
Florida
|
$11.1M
|
+$672K
|
+27,197
|
+6%
|
|
|
71
|
Oakwell Private Wealth Management
Austin,
Texas
|
$10.9M
|
+$215K
|
+8,699
|
+2%
|
|
|
72
|
Diversify Wealth Management
Sandy,
Utah
|
$10.6M
|
-$21M
|
-848,502
|
-66%
|
|
|
73
|
Diversify Advisory Services
Sandy,
Utah
|
$10.6M
|
+$10.8M
|
+435,160
|
New
|
|
|
74
|
Park Avenue Securities
New York
|
$10.5M
|
+$8.08M
|
+326,794
|
+327%
|
|
|
75
|
Integrity Alliance
Urbandale,
Iowa
|
$10.4M
|
+$3.81M
|
+153,988
|
+58%
|
|
