|
26
|
Weatherly Asset Management
Del Mar,
California
|
$22M
|
+$1.55M
|
+38,956
|
+8%
|
|
|
27
|
Koshinski Asset Management
Decatur,
Illinois
|
$21.2M
|
+$985K
|
+24,777
|
+5%
|
|
|
28
|
Howard Financial Services
Dallas,
Texas
|
$20.7M
|
+$2.32M
|
+58,295
|
+13%
|
|
|
29
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$19.6M
|
+$1.09M
|
+27,343
|
+6%
|
|
|
30
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$19.5M
|
-$455K
|
-11,436
|
-2%
|
|
|
31
|
Kestra Advisory Services
Austin,
Texas
|
$18.5M
|
+$898K
|
+22,571
|
+5%
|
|
|
32
|
Pinnacle Associates
New York
|
$18.3M
|
+$1.98M
|
+49,811
|
+12%
|
|
|
33
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$17.9M
|
+$356K
|
+8,943
|
+2%
|
|
|
34
|
Corient Private Wealth
Miami,
Florida
|
$16.6M
|
+$5.24M
|
+131,688
|
+47%
|
|
|
35
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$15.1M
|
-$16.3K
|
-411
|
-0.1%
|
|
|
36
|
Destiny Wealth Partners
Tavares,
Florida
|
$15M
|
+$540K
|
+13,575
|
+4%
|
|
|
37
|
Denver PWM
Denver,
Colorado
|
$14.9M
|
+$519K
|
+13,063
|
+4%
|
|
|
38
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$14.7M
|
+$1.14M
|
+28,697
|
+9%
|
|
|
39
|
Austin Wealth Management
Austin,
Texas
|
$14.7M
|
+$991K
|
+24,919
|
+7%
|
|
|
40
|
Concurrent Investment Advisors
Tampa,
Florida
|
$14.6M
|
+$2.38M
|
+59,733
|
+20%
|
|
|
41
|
Canal Capital Management
Richmond,
Virginia
|
$14.3M
|
+$1.59M
|
+39,930
|
+13%
|
|
|
42
|
HB Wealth Management
Atlanta,
Georgia
|
$14.3M
|
-$1.92M
|
-48,272
|
-12%
|
|
|
43
|
FAS Wealth Partners
Leawood,
Kansas
|
$14.1M
|
+$772K
|
+19,417
|
+6%
|
|
|
44
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$13.8M
|
-$665K
|
-16,727
|
-5%
|
|
|
45
|
1 North Wealth Services
Annapolis,
Maryland
|
$13.1M
|
-$1.26M
|
-31,754
|
-9%
|
|
|
46
|
|
$12.9M
|
-$635K
|
-15,974
|
-5%
|
|
|
47
|
Focus Partners Wealth
Boston,
Massachusetts
|
$11.6M
|
+$232K
|
+5,830
|
+2%
|
|
|
48
|
Vicus Capital
State College,
Pennsylvania
|
$11.2M
|
-$76.3K
|
-1,919
|
-0.7%
|
|
|
49
|
Curi RMB Capital
Chicago,
Illinois
|
$11.1M
|
-$166K
|
-4,166
|
-1%
|
|
|
50
|
M Wealth Management LLC
San Diego,
California
|
$10.9M
|
-$382K
|
-9,602
|
-3%
|
|
