|
51
|
Trilogy Capital
Irvine,
California
|
$20.6M
|
+$557K
|
+16,372
|
+3%
|
|
|
52
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$20.5M
|
+$1.34M
|
+39,432
|
+7%
|
|
|
53
|
First Ascent Asset Management
Denver,
Colorado
|
$20.2M
|
+$2.14M
|
+62,921
|
+12%
|
|
|
54
|
Financial Strategies Group
Okemos,
Michigan
|
$19.7M
|
+$604K
|
+17,746
|
+3%
|
|
|
55
|
Ballentine Partners
Waltham,
Massachusetts
|
$19.2M
|
-$353K
|
-10,372
|
-2%
|
|
|
56
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$18.6M
|
-$2.01M
|
-59,078
|
-10%
|
|
|
57
|
|
$18.3M
|
-$3.97M
|
-116,768
|
-18%
|
|
|
58
|
KWB Wealth
Redlands,
California
|
$18.1M
|
-$825K
|
-24,248
|
-5%
|
|
|
59
|
Park Avenue Securities
New York
|
$17.6M
|
+$703K
|
+20,664
|
+4%
|
|
|
60
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.3M
|
+$334K
|
+9,829
|
+2%
|
|
|
61
|
CGN Advisors
Manhattan,
Kansas
|
$17.1M
|
+$553K
|
+16,263
|
+3%
|
|
|
62
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$17M
|
+$208K
|
+6,115
|
+1%
|
|
|
63
|
Waller Financial Planning Group
Columbus,
Ohio
|
$16.9M
|
+$258K
|
+7,594
|
+2%
|
|
|
64
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$16.8M
|
+$16.2M
|
+475,630
|
New
|
|
|
65
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$16.4M
|
+$1.17M
|
+34,261
|
+8%
|
|
|
66
|
Charles Schwab
San Francisco,
California
|
$16M
|
-$3.42M
|
-100,700
|
-18%
|
|
|
67
|
SigFig Wealth Management
San Francisco,
California
|
$16M
|
-$1.48M
|
-43,483
|
-9%
|
|
|
68
|
Axxcess Wealth Management
Carlsbad,
California
|
$15.9M
|
+$2.19M
|
+64,462
|
+17%
|
|
|
69
|
SEI Investments
Oaks,
Pennsylvania
|
$15.2M
|
+$14.6M
|
+427,913
|
New
|
|
|
70
|
MML Investors Services
Springfield,
Massachusetts
|
$15.1M
|
+$1.83M
|
+53,712
|
+14%
|
|
|
71
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$15M
|
-$3.16M
|
-92,984
|
-18%
|
|
|
72
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$15M
|
+$480K
|
+14,108
|
+3%
|
|
|
73
|
NewEdge Advisors
New Orleans,
Louisiana
|
$14.8M
|
+$1.68M
|
+49,493
|
+13%
|
|
|
74
|
Venturi Wealth Management
Austin,
Texas
|
$14.5M
|
-$415K
|
-12,208
|
-3%
|
|
|
75
|
Rockefeller Capital Management
New York
|
$14.3M
|
+$1.27M
|
+37,327
|
+10%
|
|
