|
51
|
SWS Partners
Columbus,
Ohio
|
$16.2M
|
+$547K
|
+21,743
|
+3%
|
|
|
52
|
Altiora Financial Group
Lebanon,
Ohio
|
$16.2M
|
+$228K
|
+9,049
|
+1%
|
|
|
53
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$15.9M
|
+$913K
|
+36,267
|
+6%
|
|
|
54
|
Summit Financial
Parsippany,
New Jersey
|
$15.4M
|
+$169K
|
+6,719
|
+1%
|
|
|
55
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$15M
|
+$1.88M
|
+74,529
|
+14%
|
|
|
56
|
MML Investors Services
Springfield,
Massachusetts
|
$13.9M
|
+$3.58M
|
+142,216
|
+35%
|
|
|
57
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$13.9M
|
-$165K
|
-6,551
|
-1%
|
|
|
58
|
Downshift Financial
Boulder,
Colorado
|
$13.7M
|
+$13.7M
|
+544,824
|
New
|
|
|
59
|
|
$13.3M
|
-$3.47M
|
-138,049
|
-21%
|
|
|
60
|
Vident Advisory
Alpharetta,
Georgia
|
$12.7M
|
-$870K
|
-34,584
|
-6%
|
|
|
61
|
Franklin Resources
San Mateo,
California
|
$12.5M
|
+$751K
|
+29,842
|
+6%
|
|
|
62
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$12.4M
|
+$2.7M
|
+107,171
|
+28%
|
|
|
63
|
Holcombe Financial
Atlanta,
Georgia
|
$12M
|
+$385K
|
+15,293
|
+3%
|
|
|
64
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$11.6M
|
+$1.34M
|
+53,258
|
+13%
|
|
|
65
|
WorthPointe
La Jolla,
California
|
$11.5M
|
+$10.4M
|
+413,291
|
+894%
|
|
|
66
|
Fiduciary Alliance
Greenville,
South Carolina
|
$11.2M
|
+$489K
|
+19,434
|
+5%
|
|
|
67
|
Walker Financial Services
Bowling Green,
Kentucky
|
$11.1M
|
+$2.24M
|
+89,136
|
+25%
|
|
|
68
|
White Pine Investment Company
Livonia,
Michigan
|
$10.9M
|
+$750K
|
+29,800
|
+7%
|
|
|
69
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$10.9M
|
+$132K
|
+5,243
|
+1%
|
|
|
70
|
Attessa Capital
Tucson,
Arizona
|
$10.7M
|
+$694K
|
+27,583
|
+7%
|
|
|
71
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$10.6M
|
+$1.91M
|
+76,030
|
+22%
|
|
|
72
|
UBS Group
Zurich,
Switzerland
|
$10.5M
|
+$3.06M
|
+121,643
|
+41%
|
|
|
73
|
Oakwell Private Wealth Management
Austin,
Texas
|
$10.4M
|
+$1.01M
|
+40,061
|
+11%
|
|
|
74
|
Cadia Private Client
Parsippany,
New Jersey
|
$10.3M
|
+$10.3M
|
+410,033
|
New
|
|
|
75
|
Destiny Wealth Partners
Tavares,
Florida
|
$10.3M
|
+$409K
|
+16,261
|
+4%
|
|
