|
26
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.6M
|
+$1.25M
|
+22,163
|
+55%
|
|
|
27
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.59M
|
+$82.7K
|
+1,462
|
+2%
|
|
|
28
|
|
$3.44M
|
+$1.59M
|
+28,192
|
+88%
|
|
|
29
|
First Ascent Asset Management
Denver,
Colorado
|
$3.04M
|
+$680K
|
+12,033
|
+29%
|
|
|
30
|
Steward Partners Investment Advisory
New York
|
$2.54M
|
+$392K
|
+6,931
|
+18%
|
|
|
31
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$2.53M
|
+$123K
|
+2,178
|
+5%
|
|
|
32
|
Wayfinding Financial
Lynnwood,
Washington
|
$2.45M
|
+$2.7M
|
+47,792
|
New
|
|
|
33
|
LPL Financial
San Diego,
California
|
$2.12M
|
+$127K
|
+2,248
|
+6%
|
|
|
34
|
Citadel Advisors
Miami,
Florida
|
$2.1M
|
+$1.18M
|
+20,856
|
+131%
|
|
|
35
|
Wharton Business Group
Malvern,
Pennsylvania
|
$1.72M
|
+$564K
|
+9,965
|
+49%
|
|
|
36
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.4M
|
+$31.1K
|
+550
|
+2%
|
|
|
37
|
Foster & Motley
Cincinnati,
Ohio
|
$1.28M
|
-$166K
|
-2,944
|
-12%
|
|
|
38
|
Sepio Capital
Salt Lake City,
Utah
|
$1.25M
|
+$6.9K
|
+122
|
+0.6%
|
|
|
39
|
Wealthspire Advisors (New York)
New York
|
$1M
|
-$3.39K
|
-60
|
-0.3%
|
|
|
40
|
Brown Advisory
Baltimore,
Maryland
|
$1M
|
–
|
–
|
–
|
|
|
41
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$864K
|
-$68.5K
|
-1,212
|
-7%
|
|
|
42
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$765K
|
+$39.9K
|
+705
|
+6%
|
|
|
43
|
First Citizens Financial Corp
Mason City,
Iowa
|
$730K
|
+$7.07K
|
+125
|
+1%
|
|
|
44
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$715K
|
+$42.6K
|
+754
|
+6%
|
|
|
45
|
Colony Group
Boston,
Massachusetts
|
$707K
|
–
|
–
|
–
|
|
|
46
|
Diversified Trust
Memphis,
Tennessee
|
$644K
|
+$636K
|
+11,242
|
New
|
|
|
47
|
Ascent Wealth Partners
New Hartford,
New York
|
$610K
|
+$603K
|
+10,655
|
New
|
|
|
48
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$579K
|
-$299K
|
-5,291
|
-34%
|
|
|
49
|
Washington Trust
Westerly,
Rhode Island
|
$572K
|
–
|
–
|
–
|
|
|
50
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$546K
|
-$9.16K
|
-162
|
-2%
|
|
