|
26
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$32.1M
|
+$1.05M
|
+40,520
|
+3%
|
|
|
27
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$29.3M
|
+$29.9M
|
+1,150,174
|
+12,877%
|
|
|
28
|
KilterHowling LLC
Boulder,
Colorado
|
$29M
|
+$12.4M
|
+477,836
|
+72%
|
|
|
29
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$25M
|
-$712K
|
-27,424
|
-3%
|
|
|
30
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$24.1M
|
-$138K
|
-5,304
|
-0.6%
|
|
|
31
|
Osaic Holdings
Scottsdale,
Arizona
|
$22.8M
|
-$1.62M
|
-62,334
|
-6%
|
|
|
32
|
NFP Retirement Inc
Aliso Viejo,
California
|
$22.4M
|
+$2.38M
|
+91,676
|
+12%
|
|
|
33
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$22.2M
|
+$22.8M
|
+879,228
|
New
|
|
|
34
|
American Trust
Lexington,
Kentucky
|
$21.7M
|
+$22.3M
|
+858,414
|
New
|
|
|
35
|
Bank of America
Charlotte,
North Carolina
|
$21.7M
|
+$171K
|
+6,568
|
+0.8%
|
|
|
36
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$21.4M
|
+$1.52M
|
+58,538
|
+7%
|
|
|
37
|
Ancora Advisors
Cleveland,
Ohio
|
$21M
|
-$1.29M
|
-49,482
|
-6%
|
|
|
38
|
Connectus Wealth
Cincinnati,
Ohio
|
$20.2M
|
+$20.7M
|
+797,994
|
New
|
|
|
39
|
Northeast Financial Group
Tannersville,
Pennsylvania
|
$19.2M
|
+$1.84M
|
+71,012
|
+10%
|
|
|
40
|
|
$17.3M
|
+$17.8M
|
+684,352
|
New
|
|
|
41
|
Leavell Investment Management
Mobile,
Alabama
|
$15.7M
|
-$254K
|
-9,794
|
-2%
|
|
|
42
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$15.2M
|
+$1.32M
|
+50,804
|
+9%
|
|
|
43
|
Brio Consultants
San Francisco,
California
|
$15M
|
+$15.4M
|
+594,348
|
New
|
|
|
44
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$15M
|
+$1.95M
|
+75,272
|
+15%
|
|
|
45
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$14.9M
|
+$1.24M
|
+47,760
|
+9%
|
|
|
46
|
New York Life Investment Management
New York
|
$14.5M
|
-$261K
|
-10,058
|
-2%
|
|
|
47
|
Destination Wealth Management
Walnut Creek,
California
|
$14.4M
|
-$32.5M
|
-1,250,860
|
-69%
|
|
|
48
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$14.3M
|
+$4.69M
|
+180,542
|
+47%
|
|
|
49
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$13.5M
|
-$100K
|
-3,854
|
-0.7%
|
|
|
50
|
BFSG LLC
Irvine,
California
|
$12.4M
|
-$1.41M
|
-54,318
|
-10%
|
|
