|
51
|
D.J. St. Germain
Springfield,
Massachusetts
|
$10.3M
|
+$9.81M
|
+224,507
|
New
|
|
|
52
|
Wealthspire Advisors (New York)
New York
|
$10.3M
|
-$156K
|
-3,571
|
-2%
|
|
|
53
|
Bank of America
Charlotte,
North Carolina
|
$10.3M
|
-$2.35M
|
-53,781
|
-19%
|
|
|
54
|
Wealthquest
Cincinnati,
Ohio
|
$10.2M
|
+$1.32M
|
+30,295
|
+16%
|
|
|
55
|
Windsor Capital Management
Phoenix,
Arizona
|
$9.8M
|
-$145K
|
-3,314
|
-2%
|
|
|
56
|
KWB Wealth
Redlands,
California
|
$9.73M
|
+$3.07M
|
+70,198
|
+50%
|
|
|
57
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$9.58M
|
-$128K
|
-2,921
|
-1%
|
|
|
58
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$9.31M
|
+$282K
|
+6,466
|
+3%
|
|
|
59
|
Anfield Capital Management
Irvine,
California
|
$8.88M
|
-$66.7K
|
-1,527
|
-0.8%
|
|
|
60
|
Beacon Pointe Advisors
Newport Beach,
California
|
$8.85M
|
-$401K
|
-9,180
|
-5%
|
|
|
61
|
TPG Financial Advisors
Portland,
Oregon
|
$8.66M
|
+$340K
|
+7,786
|
+4%
|
|
|
62
|
Pachira Investments
Dana Point,
California
|
$8.64M
|
+$8.23M
|
+188,319
|
New
|
|
|
63
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$8.58M
|
-$1.2M
|
-27,499
|
-13%
|
|
|
64
|
TownSquare Capital
Provo,
Utah
|
$8.58M
|
-$126K
|
-2,892
|
-2%
|
|
|
65
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.57M
|
-$1.61M
|
-36,816
|
-16%
|
|
|
66
|
Advance Capital Management
Southfield,
Michigan
|
$8.18M
|
-$98.2K
|
-2,247
|
-1%
|
|
|
67
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$8.15M
|
+$1.3M
|
+29,796
|
+20%
|
|
|
68
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$8.15M
|
+$234K
|
+5,366
|
+3%
|
|
|
69
|
Advisory Alpha
Holland,
Michigan
|
$8.12M
|
+$77K
|
+1,762
|
+1%
|
|
|
70
|
Western Wealth Management
Golden,
Colorado
|
$8.08M
|
+$981K
|
+22,465
|
+15%
|
|
|
71
|
WBH Advisory
Baltimore,
Maryland
|
$8.05M
|
+$525K
|
+12,025
|
+7%
|
|
|
72
|
Trilogy Capital
Irvine,
California
|
$7.97M
|
+$414K
|
+9,486
|
+6%
|
|
|
73
|
Allworth Financial
Folsom,
California
|
$7.78M
|
-$153K
|
-3,496
|
-2%
|
|
|
74
|
HM Payson & Co
Portland,
Maine
|
$7.61M
|
–
|
–
|
–
|
|
|
75
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$7.37M
|
-$407K
|
-9,316
|
-5%
|
|
