|
26
|
Jackson Wealth Management
Lake Mary,
Florida
|
$18.7M
|
-$26.3M
|
-728,462
|
-60%
|
|
|
27
|
RFG Advisory
Birmingham,
Alabama
|
$17.7M
|
-$158K
|
-4,369
|
-0.9%
|
|
|
28
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.6M
|
+$676K
|
+18,684
|
+4%
|
|
|
29
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$17.3M
|
+$1.1M
|
+30,502
|
+7%
|
|
|
30
|
Strategic Financial Partners
Bend,
Oregon
|
$16.9M
|
+$16.1M
|
+446,145
|
New
|
|
|
31
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$16.3M
|
+$4.29M
|
+118,592
|
+38%
|
|
|
32
|
UBS Group
Zurich,
Switzerland
|
$16M
|
+$1.33M
|
+36,831
|
+10%
|
|
|
33
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$15.8M
|
+$8.01M
|
+221,583
|
+112%
|
|
|
34
|
First Ascent Asset Management
Denver,
Colorado
|
$15.3M
|
+$14.7M
|
+405,338
|
New
|
|
|
35
|
AE Wealth Management
Topeka,
Kansas
|
$15.3M
|
+$8.57M
|
+236,877
|
+141%
|
|
|
36
|
Clear Perspective Advisors
Aurora,
Illinois
|
$14.6M
|
-$9.54M
|
-263,919
|
-41%
|
|
|
37
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$14.3M
|
+$8.28M
|
+229,116
|
+155%
|
|
|
38
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$13.9M
|
-$2.6M
|
-71,955
|
-16%
|
|
|
39
|
Raymond James & Associates
St Petersburg,
Florida
|
$13.4M
|
-$16.8K
|
-465
|
-0.1%
|
|
|
40
|
Brio Consultants
San Francisco,
California
|
$13.3M
|
+$795K
|
+21,986
|
+7%
|
|
|
41
|
|
$13.1M
|
+$64.8K
|
+1,791
|
+0.5%
|
|
|
42
|
Vivaldi Capital Management
Chicago,
Illinois
|
$13.1M
|
+$210K
|
+5,810
|
+2%
|
|
|
43
|
Royal Fund Management
Lady Lake,
Florida
|
$12.8M
|
-$440K
|
-12,165
|
-3%
|
|
|
44
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$12.7M
|
+$12.1M
|
+335,261
|
New
|
|
|
45
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$12.4M
|
+$427K
|
+11,817
|
+4%
|
|
|
46
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$12M
|
+$11.5M
|
+316,701
|
New
|
|
|
47
|
|
$11.8M
|
–
|
–
|
–
|
|
|
48
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$11.5M
|
+$8.23M
|
+227,573
|
+302%
|
|
|
49
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$11.2M
|
-$4.84M
|
-133,817
|
-31%
|
|
|
50
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$11M
|
-$50.3K
|
-1,390
|
-0.5%
|
|
