|
26
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$23.3M
|
+$3.87M
|
+97,293
|
+20%
|
|
|
27
|
Weatherly Asset Management
Del Mar,
California
|
$22.5M
|
+$599K
|
+15,072
|
+3%
|
|
|
28
|
Koshinski Asset Management
Decatur,
Illinois
|
$21.4M
|
+$242K
|
+6,086
|
+1%
|
|
|
29
|
Corient Private Wealth
Miami,
Florida
|
$21.1M
|
+$4.6M
|
+115,669
|
+28%
|
|
|
30
|
Howard Financial Services
Dallas,
Texas
|
$21.1M
|
+$464K
|
+11,666
|
+2%
|
|
|
31
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$20.6M
|
+$10.8M
|
+271,382
|
+112%
|
|
|
32
|
Pinnacle Associates
New York
|
$19.8M
|
+$1.54M
|
+38,798
|
+9%
|
|
|
33
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$19.7M
|
+$222K
|
+5,578
|
+1%
|
|
|
34
|
Kestra Advisory Services
Austin,
Texas
|
$18.9M
|
+$411K
|
+10,338
|
+2%
|
|
|
35
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$18.5M
|
+$652K
|
+16,390
|
+4%
|
|
|
36
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$16.9M
|
+$3.12M
|
+78,558
|
+23%
|
|
|
37
|
Concurrent Investment Advisors
Tampa,
Florida
|
$16M
|
+$1.49M
|
+37,368
|
+10%
|
|
|
38
|
Denver PWM
Denver,
Colorado
|
$16M
|
+$1.12M
|
+28,266
|
+8%
|
|
|
39
|
Destiny Wealth Partners
Tavares,
Florida
|
$15.2M
|
+$246K
|
+6,193
|
+2%
|
|
|
40
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$15M
|
-$63.5K
|
-1,597
|
-0.4%
|
|
|
41
|
FAS Wealth Partners
Leawood,
Kansas
|
$14.6M
|
+$550K
|
+13,824
|
+4%
|
|
|
42
|
Canal Capital Management
Richmond,
Virginia
|
$14.3M
|
+$67.7K
|
+1,702
|
+0.5%
|
|
|
43
|
1 North Wealth Services
Annapolis,
Maryland
|
$14.1M
|
+$1.06M
|
+26,652
|
+8%
|
|
|
44
|
KWB Wealth
Redlands,
California
|
$14M
|
+$3.47M
|
+87,207
|
+33%
|
|
|
45
|
Focus Partners Wealth
Boston,
Massachusetts
|
$13.4M
|
+$1.85M
|
+46,530
|
+16%
|
|
|
46
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$13.4M
|
-$1.23M
|
-30,838
|
-8%
|
|
|
47
|
Austin Wealth Management
Austin,
Texas
|
$13.4M
|
-$1.29M
|
-32,460
|
-9%
|
|
|
48
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$12.5M
|
+$2.85M
|
+71,666
|
+30%
|
|
|
49
|
|
$12.5M
|
-$354K
|
-8,896
|
-3%
|
|
|
50
|
Vicus Capital
State College,
Pennsylvania
|
$11.5M
|
+$389K
|
+9,783
|
+4%
|
|
