|
51
|
Altiora Financial Group
Lebanon,
Ohio
|
$16.3M
|
+$213K
|
+8,509
|
+1%
|
|
|
52
|
UBS Group
Zurich,
Switzerland
|
$16.2M
|
+$5.78M
|
+230,674
|
+55%
|
|
|
53
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$15.7M
|
-$102K
|
-4,068
|
-0.6%
|
|
|
54
|
Perigon Wealth Management
San Francisco,
California
|
$14.8M
|
+$12.7M
|
+508,528
|
+603%
|
|
|
55
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$13.9M
|
+$164K
|
+6,530
|
+1%
|
|
|
56
|
WorthPointe
La Jolla,
California
|
$13.9M
|
+$2.44M
|
+97,228
|
+21%
|
|
|
57
|
Franklin Resources
San Mateo,
California
|
$13.4M
|
+$983K
|
+39,226
|
+8%
|
|
|
58
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.3M
|
+$3.91M
|
+155,998
|
+41%
|
|
|
59
|
Walker Financial Services
Bowling Green,
Kentucky
|
$13.2M
|
+$2.14M
|
+85,306
|
+19%
|
|
|
60
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$13.1M
|
-$1.86M
|
-74,358
|
-12%
|
|
|
61
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$13M
|
+$657K
|
+26,206
|
+5%
|
|
|
62
|
Holcombe Financial
Atlanta,
Georgia
|
$12.7M
|
+$808K
|
+32,227
|
+7%
|
|
|
63
|
Fiduciary Alliance
Greenville,
South Carolina
|
$12.6M
|
+$1.47M
|
+58,607
|
+13%
|
|
|
64
|
Midwest Trust
Overland Park,
Kansas
|
$12.4M
|
-$11.5M
|
-460,671
|
-48%
|
|
|
65
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$12.4M
|
+$852K
|
+34,005
|
+7%
|
|
|
66
|
Tidal Investments
Milwaukee,
Wisconsin
|
$12.2M
|
+$12.2M
|
+488,632
|
New
|
|
|
67
|
White Pine Investment Company
Livonia,
Michigan
|
$11.4M
|
+$576K
|
+22,962
|
+5%
|
|
|
68
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$11.4M
|
+$887K
|
+35,402
|
+8%
|
|
|
69
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$11.3M
|
-$6.75M
|
-269,462
|
-37%
|
|
|
70
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$11.3M
|
+$481K
|
+19,192
|
+4%
|
|
|
71
|
Clarity Wealth Development
Corvallis,
Oregon
|
$11.1M
|
+$1.44M
|
+57,395
|
+15%
|
|
|
72
|
Oakwell Private Wealth Management
Austin,
Texas
|
$10.8M
|
+$432K
|
+17,218
|
+4%
|
|
|
73
|
Advocate Group
Minnetonka,
Minnesota
|
$10.7M
|
+$616K
|
+24,594
|
+6%
|
|
|
74
|
Vident Advisory
Alpharetta,
Georgia
|
$10.7M
|
-$1.87M
|
-74,618
|
-15%
|
|
|
75
|
Attessa Capital
Tucson,
Arizona
|
$10.5M
|
-$77.6K
|
-3,098
|
-0.7%
|
|
