|
51
|
Charles Schwab
San Francisco,
California
|
$21.7M
|
-$5.77M
|
-216,397
|
-21%
|
|
|
52
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$20.5M
|
+$9.91M
|
+371,824
|
+98%
|
|
|
53
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$19.3M
|
+$5.64M
|
+211,504
|
+43%
|
|
|
54
|
GM Advisory Group
Melville,
New York
|
$19.3M
|
-$4.35M
|
-163,411
|
-19%
|
|
|
55
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$19.1M
|
+$1.09M
|
+40,976
|
+6%
|
|
|
56
|
Private Advisor Group
Morristown,
New Jersey
|
$18.7M
|
+$4.96M
|
+186,178
|
+37%
|
|
|
57
|
Spinnaker Trust
Portland,
Maine
|
$18.4M
|
-$3.72M
|
-139,626
|
-17%
|
|
|
58
|
Mariner
Overland Park,
Kansas
|
$17.9M
|
-$90.3K
|
-3,389
|
-0.5%
|
|
|
59
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$17.7M
|
-$14M
|
-524,876
|
-45%
|
|
|
60
|
R.W. Roge & Company
Bohemia,
New York
|
$17.2M
|
-$657K
|
-24,666
|
-4%
|
|
|
61
|
Impact Investors
San Francisco,
California
|
$16.9M
|
+$3.34M
|
+125,415
|
+25%
|
|
|
62
|
Gradient Investments
Arden Hills,
Minnesota
|
$16.4M
|
-$5.18M
|
-194,340
|
-24%
|
|
|
63
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$16M
|
+$7.1M
|
+266,584
|
+83%
|
|
|
64
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$15.6M
|
-$47.5M
|
-1,780,851
|
-76%
|
|
|
65
|
Ascent Group
Virginia Beach,
Virginia
|
$15.1M
|
+$13.6M
|
+509,832
|
+1,179%
|
|
|
66
|
Security Financial Services
Fort Wayne,
Indiana
|
$14.8M
|
+$4.15M
|
+155,875
|
+40%
|
|
|
67
|
SCS Capital Management
Boston,
Massachusetts
|
$14.5M
|
-$1.76M
|
-66,152
|
-11%
|
|
|
68
|
WNY Asset Management
Williamsville,
New York
|
$14.2M
|
+$13.9M
|
+522,536
|
New
|
|
|
69
|
|
$14.1M
|
-$1.65K
|
-62
|
-0%
|
|
|
70
|
Level Four Advisory Services
Dallas,
Texas
|
$13.9M
|
+$2.41M
|
+90,256
|
+22%
|
|
|
71
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$13.4M
|
-$2.95M
|
-110,693
|
-18%
|
|
|
72
|
Tidal Investments
Milwaukee,
Wisconsin
|
$12.8M
|
+$12.5M
|
+467,912
|
New
|
|
|
73
|
Ameriprise
Minneapolis,
Minnesota
|
$12.7M
|
-$2.86M
|
-107,439
|
-19%
|
|
|
74
|
Univest Financial
Souderton,
Pennsylvania
|
$12.4M
|
-$8.86M
|
-332,593
|
-42%
|
|
|
75
|
NewEdge Advisors
New Orleans,
Louisiana
|
$12.2M
|
-$10.6M
|
-399,413
|
-47%
|
|
