|
26
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$68.4M
|
-$2.91M
|
-57,831
|
-4%
|
|
|
27
|
First Trust Advisors
Wheaton,
Illinois
|
$68.2M
|
+$68.4M
|
+1,358,650
|
New
|
|
|
28
|
Morton Capital Management
Calabasas,
California
|
$60.2M
|
+$44M
|
+872,956
|
+268%
|
|
|
29
|
Mission Wealth Management
Santa Barbara,
California
|
$56.5M
|
+$9.91M
|
+196,807
|
+21%
|
|
|
30
|
Davenport & Co
Richmond,
Virginia
|
$53.4M
|
+$703K
|
+13,956
|
+1%
|
|
|
31
|
AssetMark Inc
Concord,
California
|
$52.9M
|
+$148K
|
+2,945
|
+0.3%
|
|
|
32
|
Wealthspire Advisors (New York)
New York
|
$51.3M
|
+$40.5M
|
+804,785
|
+372%
|
|
|
33
|
William Blair & Company
Chicago,
Illinois
|
$49.8M
|
-$10.1M
|
-200,131
|
-17%
|
|
|
34
|
Disciplina Capital Management
Nashville,
Tennessee
|
$48.9M
|
-$8.65M
|
-171,767
|
-15%
|
|
|
35
|
Tobias Financial Advisors
Plantation,
Florida
|
$48.8M
|
+$2.53M
|
+50,329
|
+5%
|
|
|
36
|
Kiely Wealth Advisory Group
Kernersville,
North Carolina
|
$48.3M
|
-$35.3M
|
-701,541
|
-42%
|
|
|
37
|
Kestra Advisory Services
Austin,
Texas
|
$46.7M
|
-$53.8M
|
-1,069,437
|
-53%
|
|
|
38
|
Holistic Planning
Nacogdoches,
Texas
|
$45.3M
|
+$36.1M
|
+716,637
|
+385%
|
|
|
39
|
|
$44.4M
|
–
|
–
|
–
|
|
|
40
|
Kestra Private Wealth Services
Austin,
Texas
|
$43.7M
|
+$1.1M
|
+21,838
|
+3%
|
|
|
41
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$43.6M
|
+$748K
|
+14,853
|
+2%
|
|
|
42
|
Stephens Inc
Little Rock,
Arkansas
|
$43M
|
+$1.06M
|
+21,102
|
+3%
|
|
|
43
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$42.6M
|
-$1.2M
|
-23,761
|
-3%
|
|
|
44
|
Inspire Advisors
Meridian,
Idaho
|
$39.8M
|
-$6.64M
|
-131,893
|
-14%
|
|
|
45
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$38.2M
|
+$18M
|
+357,084
|
+88%
|
|
|
46
|
Steward Partners Investment Advisory
New York
|
$36.5M
|
+$9.39M
|
+186,504
|
+34%
|
|
|
47
|
SPC Financial Inc
Rockville,
Maryland
|
$35.2M
|
-$1.06M
|
-20,971
|
-3%
|
|
|
48
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$34.8M
|
+$1.79M
|
+35,573
|
+5%
|
|
|
49
|
Carmel Capital Partners
San Diego,
California
|
$34.8M
|
-$6.74M
|
-133,775
|
-16%
|
|
|
50
|
Stifel Financial
St. Louis,
Missouri
|
$33.6M
|
-$7.31M
|
-145,109
|
-18%
|
|
