|
26
|
Weatherly Asset Management
Del Mar,
California
|
$19.9M
|
+$1.4M
|
+34,927
|
+7%
|
|
|
27
|
Koshinski Asset Management
Decatur,
Illinois
|
$19.8M
|
+$1.17M
|
+29,231
|
+6%
|
|
|
28
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$19.5M
|
+$1.25M
|
+31,094
|
+7%
|
|
|
29
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$18M
|
-$6.66M
|
-165,823
|
-27%
|
|
|
30
|
Howard Financial Services
Dallas,
Texas
|
$18M
|
+$2.7M
|
+67,218
|
+17%
|
|
|
31
|
Kestra Advisory Services
Austin,
Texas
|
$17.2M
|
+$3.92M
|
+97,489
|
+29%
|
|
|
32
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$17.2M
|
+$737K
|
+18,354
|
+4%
|
|
|
33
|
Pinnacle Associates
New York
|
$15.9M
|
+$10.6M
|
+262,922
|
+186%
|
|
|
34
|
HB Wealth Management
Atlanta,
Georgia
|
$15.9M
|
+$12.2M
|
+303,363
|
+306%
|
|
|
35
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$14.8M
|
+$509K
|
+12,679
|
+3%
|
|
|
36
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$14.1M
|
-$5.44M
|
-135,551
|
-27%
|
|
|
37
|
Destiny Wealth Partners
Tavares,
Florida
|
$14.1M
|
+$1.25M
|
+31,115
|
+10%
|
|
|
38
|
Denver PWM
Denver,
Colorado
|
$14M
|
-$1.25M
|
-31,037
|
-8%
|
|
|
39
|
1 North Wealth Services
Annapolis,
Maryland
|
$14M
|
+$14.3M
|
+356,119
|
New
|
|
|
40
|
Austin Wealth Management
Austin,
Texas
|
$13.5M
|
+$331K
|
+8,247
|
+2%
|
|
|
41
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$13.3M
|
+$592K
|
+14,730
|
+5%
|
|
|
42
|
|
$13.2M
|
-$131K
|
-3,268
|
-1%
|
|
|
43
|
FAS Wealth Partners
Leawood,
Kansas
|
$13.1M
|
+$934K
|
+23,257
|
+8%
|
|
|
44
|
Spinnaker Investment Group
Newport Beach,
California
|
$13M
|
-$2.2M
|
-54,666
|
-14%
|
|
|
45
|
Canal Capital Management
Richmond,
Virginia
|
$12.4M
|
-$216K
|
-5,380
|
-2%
|
|
|
46
|
Concurrent Investment Advisors
Tampa,
Florida
|
$11.9M
|
+$11.1M
|
+275,434
|
+1,026%
|
|
|
47
|
Focus Partners Wealth
Boston,
Massachusetts
|
$11.1M
|
+$1.09M
|
+27,246
|
+11%
|
|
|
48
|
M Wealth Management LLC
San Diego,
California
|
$11.1M
|
+$11.3M
|
+280,850
|
New
|
|
|
49
|
Vicus Capital
State College,
Pennsylvania
|
$11M
|
+$212K
|
+5,277
|
+2%
|
|
|
50
|
Curi RMB Capital
Chicago,
Illinois
|
$11M
|
+$484K
|
+12,048
|
+4%
|
|
