|
51
|
Brio Consultants
San Francisco,
California
|
$13.4M
|
-$150K
|
-4,356
|
-1%
|
|
|
52
|
UBS Group
Zurich,
Switzerland
|
$13.3M
|
+$925K
|
+26,904
|
+8%
|
|
|
53
|
Roosevelt Investment Group
New York
|
$13.3M
|
+$3.13M
|
+90,972
|
+33%
|
|
|
54
|
Alexandria Capital
Arlington,
Virginia
|
$13.3M
|
+$6.12M
|
+177,852
|
+94%
|
|
|
55
|
RFG Advisory
Birmingham,
Alabama
|
$13.2M
|
+$1.27M
|
+37,063
|
+11%
|
|
|
56
|
Executive Wealth Management
Brighton,
Michigan
|
$13.1M
|
+$9.88M
|
+287,390
|
+384%
|
|
|
57
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$13.1M
|
-$432K
|
-12,565
|
-3%
|
|
|
58
|
Windsor Capital Management
Phoenix,
Arizona
|
$12.8M
|
+$1.87M
|
+54,463
|
+18%
|
|
|
59
|
Vivid Financial Management
Orcutt,
California
|
$12.8M
|
+$6.86M
|
+199,397
|
+131%
|
|
|
60
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$12.7M
|
-$349K
|
-10,146
|
-3%
|
|
|
61
|
Strategic Financial Partners
Bend,
Oregon
|
$12.5M
|
-$148K
|
-4,304
|
-1%
|
|
|
62
|
Advisornet Financial
Minnetonka,
Minnesota
|
$12.2M
|
+$362K
|
+10,514
|
+3%
|
|
|
63
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$11.8M
|
+$247K
|
+7,185
|
+2%
|
|
|
64
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$11.7M
|
-$139K
|
-4,050
|
-1%
|
|
|
65
|
Jackson Wealth Management
Lake Mary,
Florida
|
$11.6M
|
+$626K
|
+18,198
|
+6%
|
|
|
66
|
|
$11.3M
|
–
|
–
|
–
|
|
|
67
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$11.2M
|
-$1.6M
|
-46,614
|
-13%
|
|
|
68
|
Mariner
Overland Park,
Kansas
|
$10.9M
|
+$903K
|
+26,269
|
+10%
|
|
|
69
|
Client 1st Advisory Group
Dunedin,
Florida
|
$10.8M
|
-$173K
|
-5,029
|
-2%
|
|
|
70
|
CCG Wealth Management
San Diego,
California
|
$10.5M
|
+$4.02M
|
+117,044
|
+68%
|
|
|
71
|
Veritable
Wilmington,
Delaware
|
$9.91M
|
+$2.05M
|
+59,608
|
+28%
|
|
|
72
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$9.76M
|
-$433K
|
-12,599
|
-4%
|
|
|
73
|
Aspire Private Capital
Cornelius,
North Carolina
|
$9.72M
|
+$9.22M
|
+268,015
|
New
|
|
|
74
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$9.58M
|
+$1.19M
|
+34,638
|
+15%
|
|
|
75
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$9.48M
|
+$1.56M
|
+45,312
|
+22%
|
|
