|
51
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$14.7M
|
+$3.39M
|
+121,162
|
+30%
|
|
|
52
|
Cooper/Haims Advisors
Victor,
New York
|
$14.4M
|
-$1.7M
|
-60,642
|
-11%
|
|
|
53
|
New York Life Investment Management
New York
|
$14.1M
|
+$6.05M
|
+216,514
|
+75%
|
|
|
54
|
Kestra Advisory Services
Austin,
Texas
|
$14M
|
+$13.4M
|
+479,410
|
+2,197%
|
|
|
55
|
Northeast Financial Group
Tannersville,
Pennsylvania
|
$13.4M
|
+$13.4M
|
+477,942
|
New
|
|
|
56
|
FAS Wealth Partners
Leawood,
Kansas
|
$13.3M
|
+$4.26M
|
+152,498
|
+47%
|
|
|
57
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$13.1M
|
+$618K
|
+22,094
|
+5%
|
|
|
58
|
Sage Financial Management Group
Mclean,
Virginia
|
$13M
|
+$13M
|
+463,514
|
New
|
|
|
59
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$12.9M
|
+$1.41M
|
+50,262
|
+12%
|
|
|
60
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$12.2M
|
+$462K
|
+16,516
|
+4%
|
|
|
61
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$12M
|
+$2.01M
|
+71,798
|
+20%
|
|
|
62
|
BFSG LLC
Irvine,
California
|
$12M
|
+$1.21M
|
+43,228
|
+11%
|
|
|
63
|
OTA Financial Group
Purchase,
New York
|
$11.9M
|
+$6.52M
|
+233,212
|
+122%
|
|
|
64
|
AJ Wealth Strategies
New York
|
$11.7M
|
+$81.9K
|
+2,928
|
+0.7%
|
|
|
65
|
Bigelow Investment Advisors
Portland,
Maine
|
$11.4M
|
+$1.45M
|
+51,686
|
+15%
|
|
|
66
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$11.1M
|
-$37.1K
|
-1,326
|
-0.3%
|
|
|
67
|
Mission Creek Capital Partners
San Francisco,
California
|
$11M
|
-$52.7K
|
-1,886
|
-0.5%
|
|
|
68
|
Friedenthal Financial
Marlton,
New Jersey
|
$9.84M
|
-$851K
|
-30,422
|
-8%
|
|
|
69
|
Alesco Advisors
Pittsford,
New York
|
$9.53M
|
+$24.3K
|
+870
|
+0.3%
|
|
|
70
|
ProVise Management Group
Clearwater,
Florida
|
$9.13M
|
+$1.06M
|
+37,734
|
+13%
|
|
|
71
|
Citadel Advisors
Miami,
Florida
|
$9.03M
|
+$9.02M
|
+322,468
|
New
|
|
|
72
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$9.03M
|
+$178K
|
+6,362
|
+2%
|
|
|
73
|
Berger Financial Group
Plymouth,
Minnesota
|
$8.73M
|
+$8.72M
|
+311,758
|
New
|
|
|
74
|
Omega Financial Group
Santa Barbara,
California
|
$8.64M
|
+$340K
|
+12,152
|
+4%
|
|
|
75
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$8.47M
|
-$798K
|
-28,524
|
-9%
|
|
