|
26
|
Portland Global Advisors
Portland,
Maine
|
$30.2M
|
+$2.53M
|
+86,769
|
+9%
|
|
|
27
|
Osaic Holdings
Scottsdale,
Arizona
|
$30.1M
|
-$8.08M
|
-276,961
|
-21%
|
|
|
28
|
Park Avenue Securities
New York
|
$28.9M
|
-$1.77M
|
-60,584
|
-6%
|
|
|
29
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$28.1M
|
+$1.03M
|
+35,461
|
+4%
|
|
|
30
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$27.7M
|
+$5.44M
|
+186,540
|
+25%
|
|
|
31
|
Creative Financial Designs
Kokomo,
Indiana
|
$26.8M
|
-$7.1M
|
-243,443
|
-21%
|
|
|
32
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$25.1M
|
+$24.9M
|
+854,590
|
+537,478%
|
|
|
33
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$23.5M
|
+$230K
|
+7,878
|
+1%
|
|
|
34
|
Nelson Capital Management
Menlo Park,
California
|
$23.4M
|
+$2.04M
|
+69,809
|
+10%
|
|
|
35
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$22.8M
|
+$8.87M
|
+304,017
|
+64%
|
|
|
36
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$20.8M
|
-$498K
|
-17,062
|
-2%
|
|
|
37
|
L.J. Altfest & Co
New York
|
$18.9M
|
+$253K
|
+8,684
|
+1%
|
|
|
38
|
Willow Creek Wealth Management
Sebastopol,
California
|
$18.9M
|
+$249K
|
+8,520
|
+1%
|
|
|
39
|
Madison Asset Management
Madison,
Wisconsin
|
$17.8M
|
-$214K
|
-7,323
|
-1%
|
|
|
40
|
|
$17.7M
|
+$2.04M
|
+69,788
|
+13%
|
|
|
41
|
One Day In July LLC
Burlington,
Vermont
|
$17.4M
|
+$3.55M
|
+121,752
|
+26%
|
|
|
42
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$16.7M
|
+$2.18M
|
+74,763
|
+15%
|
|
|
43
|
Trilogy Capital
Irvine,
California
|
$16.3M
|
+$1.16M
|
+39,601
|
+8%
|
|
|
44
|
Capital Group Private Client Services
Los Angeles,
California
|
$16.3M
|
+$16.1M
|
+553,415
|
New
|
|
|
45
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$16.1M
|
+$16M
|
+548,553
|
New
|
|
|
46
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$15.4M
|
+$13.8M
|
+473,826
|
+932%
|
|
|
47
|
Equitable Holdings
New York
|
$15.2M
|
+$4.88M
|
+167,395
|
+48%
|
|
|
48
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$15.2M
|
-$1.58M
|
-54,243
|
-10%
|
|
|
49
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$14.6M
|
+$907K
|
+31,088
|
+7%
|
|
|
50
|
Impact Partnership Wealth
Marietta,
Georgia
|
$13.9M
|
+$5.83M
|
+199,883
|
+73%
|
|
