|
51
|
Congress Wealth Management
Boston,
Massachusetts
|
$25.4M
|
-$20.9M
|
-517,429
|
-46%
|
|
|
52
|
Corient Private Wealth
Miami,
Florida
|
$24.9M
|
+$865K
|
+21,454
|
+4%
|
|
|
53
|
Strategic Financial Concepts
San Antonio,
Texas
|
$24.4M
|
+$17.2M
|
+425,984
|
+289%
|
|
|
54
|
Compton Financial Group
Towson,
Maryland
|
$24.4M
|
+$563K
|
+13,959
|
+3%
|
|
|
55
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$24.2M
|
+$1.04M
|
+25,901
|
+5%
|
|
|
56
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$23.9M
|
+$217K
|
+5,378
|
+1%
|
|
|
57
|
Avidian Wealth Enterprises
Houston,
Texas
|
$23.3M
|
+$8.27M
|
+205,154
|
+60%
|
|
|
58
|
D.J. St. Germain
Springfield,
Massachusetts
|
$23M
|
+$2.74M
|
+68,045
|
+14%
|
|
|
59
|
Spinnaker Trust
Portland,
Maine
|
$22.9M
|
-$11.3M
|
-280,911
|
-34%
|
|
|
60
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$22.5M
|
+$881K
|
+21,841
|
+4%
|
|
|
61
|
One Day In July LLC
Burlington,
Vermont
|
$22.1M
|
+$4.3M
|
+106,722
|
+26%
|
|
|
62
|
Banco Santander
Madrid,
Spain
|
$21.4M
|
+$8.84M
|
+219,241
|
+77%
|
|
|
63
|
Avior Wealth Management
Omaha,
Nebraska
|
$21.2M
|
+$468K
|
+11,617
|
+2%
|
|
|
64
|
Mariner
Overland Park,
Kansas
|
$21.1M
|
-$1.57M
|
-38,849
|
-7%
|
|
|
65
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$20.4M
|
+$2.68M
|
+66,439
|
+16%
|
|
|
66
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$19M
|
+$96.3K
|
+2,389
|
+0.5%
|
|
|
67
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$18.8M
|
-$708K
|
-17,565
|
-4%
|
|
|
68
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$18.7M
|
-$1.25M
|
-30,962
|
-7%
|
|
|
69
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$18.4M
|
+$3.46M
|
+85,761
|
+25%
|
|
|
70
|
BOK Financial
Tulsa,
Oklahoma
|
$18.1M
|
+$17.2M
|
+425,425
|
+89,563%
|
|
|
71
|
Merit Financial Group
Alpharetta,
Georgia
|
$17.1M
|
-$14.9M
|
-368,735
|
-48%
|
|
|
72
|
Legacy Edge Advisors
Syosset,
New York
|
$16.7M
|
+$3.07M
|
+76,039
|
+24%
|
|
|
73
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$16.6M
|
+$215K
|
+5,333
|
+1%
|
|
|
74
|
|
$16.5M
|
-$50.2M
|
-1,244,004
|
-76%
|
|
|
75
|
Impact Partnership Wealth
Marietta,
Georgia
|
$16.4M
|
+$1.38M
|
+34,329
|
+10%
|
|
