|
26
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$19.3M
|
+$1.98M
|
+45,425
|
+12%
|
|
|
27
|
Madison Asset Management
Madison,
Wisconsin
|
$17.6M
|
-$86.7K
|
-1,986
|
-0.5%
|
|
|
28
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$16.2M
|
+$7.9M
|
+180,817
|
+97%
|
|
|
29
|
Ballast Inc
Lexington,
Kentucky
|
$14.8M
|
+$43.8K
|
+1,002
|
+0.3%
|
|
|
30
|
Cetera Advisors
Denver,
Colorado
|
$14.1M
|
+$449K
|
+10,276
|
+3%
|
|
|
31
|
Legacy Private Trust
Neenah,
Wisconsin
|
$13.4M
|
-$1.97M
|
-45,201
|
-13%
|
|
|
32
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$13.1M
|
+$13M
|
+296,975
|
New
|
|
|
33
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12.5M
|
+$5.18M
|
+118,639
|
+72%
|
|
|
34
|
Lido Advisors
Los Angeles,
California
|
$12.5M
|
-$634K
|
-14,521
|
-5%
|
|
|
35
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$11.4M
|
-$368K
|
-8,420
|
-3%
|
|
|
36
|
Sterling Group Wealth Management
Pasadena,
California
|
$11.1M
|
+$11M
|
+252,634
|
New
|
|
|
37
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$11M
|
+$778K
|
+17,812
|
+8%
|
|
|
38
|
AJ Wealth Strategies
New York
|
$11M
|
+$10.9M
|
+250,595
|
New
|
|
|
39
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$10.6M
|
-$3.03M
|
-69,277
|
-22%
|
|
|
40
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$10.3M
|
-$101K
|
-2,306
|
-1%
|
|
|
41
|
Focus Financial Network
Minneapolis,
Minnesota
|
$9.42M
|
+$87.1K
|
+1,994
|
+0.9%
|
|
|
42
|
Snowden Capital Advisors
New York
|
$9.33M
|
-$587K
|
-13,450
|
-6%
|
|
|
43
|
Global Retirement Partners
San Rafael,
California
|
$9.24M
|
+$809K
|
+18,529
|
+10%
|
|
|
44
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$8.94M
|
+$3.03M
|
+69,436
|
+72%
|
|
|
45
|
Stifel Financial
St. Louis,
Missouri
|
$8.57M
|
+$603K
|
+13,800
|
+8%
|
|
|
46
|
Cozad Asset Management
Champaign,
Illinois
|
$8.37M
|
+$1.81M
|
+41,391
|
+28%
|
|
|
47
|
|
$8.29M
|
+$42.7K
|
+977
|
+0.5%
|
|
|
48
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$7.52M
|
+$22.8K
|
+523
|
+0.3%
|
|
|
49
|
Jordan Park Group
San Francisco,
California
|
$7.49M
|
+$7.43M
|
+170,250
|
New
|
|
|
50
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$7.45M
|
+$555K
|
+12,714
|
+8%
|
|
