|
26
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$31M
|
+$3.57M
|
+129,992
|
+13%
|
|
|
27
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$31M
|
+$3.57M
|
+129,992
|
+13%
|
|
|
28
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$28.9M
|
+$3.09M
|
+112,582
|
+12%
|
|
|
29
|
Ancora Advisors
Cleveland,
Ohio
|
$28.7M
|
+$1.66M
|
+60,348
|
+6%
|
|
|
30
|
Osaic Holdings
Scottsdale,
Arizona
|
$27.5M
|
+$3.39M
|
+123,582
|
+14%
|
|
|
31
|
Marotta Asset Management
Charlottesville,
Virginia
|
$27.3M
|
+$1.04M
|
+37,908
|
+4%
|
|
|
32
|
Citadel Advisors
Miami,
Florida
|
$23M
|
+$14.6M
|
+530,390
|
+164%
|
|
|
33
|
Creative Planning
Overland Park,
Kansas
|
$22.5M
|
-$545K
|
-19,870
|
-2%
|
|
|
34
|
Bangor Savings Bank
Bangor,
Maine
|
$20.6M
|
-$522K
|
-19,014
|
-2%
|
|
|
35
|
Connectus Wealth
Cincinnati,
Ohio
|
$20M
|
+$20.4M
|
+742,890
|
New
|
|
|
36
|
TAP Consulting
Kirkwood,
Missouri
|
$19.6M
|
+$4.82M
|
+175,600
|
+32%
|
|
|
37
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$19.4M
|
+$2.7M
|
+98,220
|
+16%
|
|
|
38
|
Wealthspire Advisors (New York)
New York
|
$19.1M
|
-$8.65M
|
-315,206
|
-31%
|
|
|
39
|
Destination Wealth Management
Walnut Creek,
California
|
$17.9M
|
-$7.61M
|
-277,378
|
-30%
|
|
|
40
|
Leavell Investment Management
Mobile,
Alabama
|
$17.5M
|
-$235K
|
-8,556
|
-1%
|
|
|
41
|
NFP Retirement Inc
Aliso Viejo,
California
|
$16.3M
|
+$9.07M
|
+330,464
|
+121%
|
|
|
42
|
LPL Financial
San Diego,
California
|
$16.1M
|
+$465K
|
+16,950
|
+3%
|
|
|
43
|
Advisory Services & Investments
Bend,
Oregon
|
$15.2M
|
+$15.5M
|
+563,250
|
New
|
|
|
44
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$14.7M
|
-$533K
|
-19,418
|
-3%
|
|
|
45
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$14.2M
|
+$1.59M
|
+57,774
|
+12%
|
|
|
46
|
New York Life Investment Management
New York
|
$14.2M
|
+$599K
|
+21,822
|
+4%
|
|
|
47
|
|
$14.2M
|
-$22K
|
-802
|
-0.2%
|
|
|
48
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$14.1M
|
-$1.29M
|
-47,058
|
-8%
|
|
|
49
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$13.9M
|
+$10.2M
|
+370,098
|
+255%
|
|
|
50
|
Sage Financial Management Group
Mclean,
Virginia
|
$13.8M
|
+$1.31M
|
+47,864
|
+10%
|
|
