|
26
|
Morton Capital Management
Calabasas,
California
|
$69.8M
|
-$5.79M
|
-114,801
|
-8%
|
|
|
27
|
Mission Wealth Management
Santa Barbara,
California
|
$64.3M
|
-$4.52M
|
-89,720
|
-7%
|
|
|
28
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$63.6M
|
+$19.8M
|
+393,673
|
+45%
|
|
|
29
|
Lunt Capital Management
Holladay,
Utah
|
$62.8M
|
+$14M
|
+277,605
|
+29%
|
|
|
30
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$58.1M
|
-$14.8M
|
-293,452
|
-20%
|
|
|
31
|
Davenport & Co
Richmond,
Virginia
|
$56.8M
|
+$1.74M
|
+34,533
|
+3%
|
|
|
32
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$54.2M
|
+$54.3M
|
+1,077,045
|
New
|
|
|
33
|
AssetMark Inc
Concord,
California
|
$53.3M
|
+$525K
|
+10,415
|
+1%
|
|
|
34
|
Capital Planning Advisors
Roseville,
California
|
$51.5M
|
+$4.47M
|
+88,768
|
+9%
|
|
|
35
|
William Blair & Company
Chicago,
Illinois
|
$51.2M
|
+$1.79M
|
+35,507
|
+4%
|
|
|
36
|
Kestra Private Wealth Services
Austin,
Texas
|
$50.4M
|
+$4.79M
|
+94,972
|
+10%
|
|
|
37
|
Global View Capital Management
Waukesha,
Wisconsin
|
$50.1M
|
+$28.9M
|
+573,601
|
+136%
|
|
|
38
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$48.7M
|
-$892K
|
-17,699
|
-2%
|
|
|
39
|
Sky-Mountain Capital Management
Ketchum,
Idaho
|
$46.7M
|
+$46.7M
|
+927,178
|
New
|
|
|
40
|
Rockefeller Capital Management
New York
|
$46.6M
|
+$36.8M
|
+730,910
|
+375%
|
|
|
41
|
|
$44.4M
|
-$10.7K
|
-213
|
-0%
|
|
|
42
|
Stifel Financial
St. Louis,
Missouri
|
$43M
|
+$9.88M
|
+196,050
|
+30%
|
|
|
43
|
Stephens Inc
Little Rock,
Arkansas
|
$42.6M
|
-$1.33M
|
-26,400
|
-3%
|
|
|
44
|
Kestra Advisory Services
Austin,
Texas
|
$42.2M
|
-$23.1M
|
-457,602
|
-35%
|
|
|
45
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$39.3M
|
-$1.88M
|
-37,266
|
-5%
|
|
|
46
|
Wealthcare Capital Partners
West Chester,
Pennsylvania
|
$39M
|
+$37.9K
|
+752
|
+0.1%
|
|
|
47
|
Holistic Planning
Nacogdoches,
Texas
|
$38.7M
|
-$2.75M
|
-54,656
|
-7%
|
|
|
48
|
SPC Financial Inc
Rockville,
Maryland
|
$38.1M
|
-$8.39M
|
-166,474
|
-18%
|
|
|
49
|
Inspire Advisors
Meridian,
Idaho
|
$37.8M
|
+$3.51M
|
+69,723
|
+10%
|
|
|
50
|
Integrity Alliance
Urbandale,
Iowa
|
$37.8M
|
+$37.9M
|
+751,309
|
New
|
|
