|
26
|
Private Wealth Strategies
New Albany,
Ohio
|
$65.1M
|
+$2.06M
|
+40,833
|
+3%
|
|
|
27
|
Stephens Inc
Little Rock,
Arkansas
|
$58.2M
|
-$2M
|
-39,723
|
-3%
|
|
|
28
|
Disciplina Capital Management
Nashville,
Tennessee
|
$56.7M
|
-$3.4M
|
-67,530
|
-6%
|
|
|
29
|
Mission Wealth Management
Santa Barbara,
California
|
$55.4M
|
+$5.53M
|
+109,839
|
+11%
|
|
|
30
|
Mason & Associates (California)
Los Angeles,
California
|
$54.3M
|
-$5.69M
|
-113,018
|
-9%
|
|
|
31
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$52.4M
|
+$918K
|
+18,230
|
+2%
|
|
|
32
|
William Blair & Company
Chicago,
Illinois
|
$51.4M
|
-$12.2M
|
-242,632
|
-19%
|
|
|
33
|
Davenport & Co
Richmond,
Virginia
|
$51M
|
+$1.6M
|
+31,787
|
+3%
|
|
|
34
|
Lunt Capital Management
Holladay,
Utah
|
$47.8M
|
-$4.24M
|
-84,150
|
-8%
|
|
|
35
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$46.9M
|
+$8.87M
|
+176,042
|
+23%
|
|
|
36
|
Stifel Financial
St. Louis,
Missouri
|
$44.5M
|
+$10.4M
|
+206,297
|
+30%
|
|
|
37
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$43.8M
|
+$4.68M
|
+92,984
|
+12%
|
|
|
38
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$43.6M
|
+$28.9M
|
+573,069
|
+195%
|
|
|
39
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$43.2M
|
-$1.26M
|
-25,021
|
-3%
|
|
|
40
|
SPC Financial Inc
Rockville,
Maryland
|
$43M
|
+$1.26M
|
+25,079
|
+3%
|
|
|
41
|
Capital Planning Advisors
Roseville,
California
|
$42.6M
|
-$1.49M
|
-29,631
|
-3%
|
|
|
42
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$41.3M
|
+$2.9M
|
+57,546
|
+8%
|
|
|
43
|
Inspire Advisors
Meridian,
Idaho
|
$40.9M
|
+$4.29M
|
+85,134
|
+12%
|
|
|
44
|
Kestra Private Wealth Services
Austin,
Texas
|
$40.2M
|
-$3.77M
|
-74,784
|
-9%
|
|
|
45
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
$38.6M
|
-$9.86M
|
-195,790
|
-20%
|
|
|
46
|
AssetMark Inc
Concord,
California
|
$36.8M
|
-$2.02M
|
-40,056
|
-5%
|
|
|
47
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$35.7M
|
+$3.43M
|
+68,088
|
+11%
|
|
|
48
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$34.4M
|
-$17.2M
|
-342,206
|
-33%
|
|
|
49
|
Webster Bank
Waterbury,
Connecticut
|
$32.4M
|
-$1.82M
|
-36,229
|
-5%
|
|
|
50
|
Level Four Advisory Services
Dallas,
Texas
|
$31.7M
|
-$400K
|
-7,935
|
-1%
|
|
