|
51
|
Stifel Financial
St. Louis,
Missouri
|
$33.2M
|
-$558K
|
-11,076
|
-2%
|
|
|
52
|
Stenger Family Office
Naperville,
Illinois
|
$33.1M
|
+$33.1M
|
+658,068
|
New
|
|
|
53
|
Level Four Advisory Services
Dallas,
Texas
|
$31.7M
|
+$192K
|
+3,811
|
+0.6%
|
|
|
54
|
Sykon Capital
Harrison,
New York
|
$31.2M
|
+$25.4M
|
+504,730
|
+439%
|
|
|
55
|
Webster Bank
Waterbury,
Connecticut
|
$31.2M
|
+$683K
|
+13,565
|
+2%
|
|
|
56
|
Carmel Capital Partners
San Diego,
California
|
$31.1M
|
-$3.77M
|
-74,889
|
-11%
|
|
|
57
|
Steward Partners Investment Advisory
New York
|
$30.6M
|
-$6.02M
|
-119,646
|
-16%
|
|
|
58
|
Encompass More Asset Management
Danville,
California
|
$30.2M
|
+$10.9M
|
+216,077
|
+56%
|
|
|
59
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$29.7M
|
-$5.15M
|
-102,337
|
-15%
|
|
|
60
|
Reyes Financial Architecture
San Diego,
California
|
$29.5M
|
+$29.6M
|
+587,199
|
New
|
|
|
61
|
Cypress Capital
Franklin,
Tennessee
|
$28.7M
|
+$4.98M
|
+98,939
|
+21%
|
|
|
62
|
Modern Wealth Management
Lenexa,
Kansas
|
$27M
|
+$25.1M
|
+498,098
|
+1,298%
|
|
|
63
|
Disciplina Capital Management
Nashville,
Tennessee
|
$26.7M
|
-$22.4M
|
-444,095
|
-46%
|
|
|
64
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$26.5M
|
-$11.6K
|
-231
|
-0%
|
|
|
65
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$26.5M
|
+$8.15M
|
+161,811
|
+44%
|
|
|
66
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$26.1M
|
+$26.1M
|
+518,068
|
New
|
|
|
67
|
Guided Capital Wealth Management
Houston,
Texas
|
$25M
|
+$25M
|
+495,993
|
New
|
|
|
68
|
Tobias Financial Advisors
Plantation,
Florida
|
$24.8M
|
-$24.1M
|
-479,518
|
-49%
|
|
|
69
|
Bristlecone Advisors
Bellevue,
Washington
|
$24.7M
|
+$1.59M
|
+31,585
|
+7%
|
|
|
70
|
Permanent Capital Management
Chicago,
Illinois
|
$23.9M
|
+$23.9M
|
+474,804
|
New
|
|
|
71
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$23.5M
|
+$3.94M
|
+78,181
|
+20%
|
|
|
72
|
Stonekeep Investments
Sante Fe,
New Mexico
|
$22.7M
|
-$2.07M
|
-41,138
|
-8%
|
|
|
73
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$22.1M
|
+$8.47M
|
+168,293
|
+62%
|
|
|
74
|
Team Financial Group
Temecula,
California
|
$21.3M
|
+$254K
|
+5,054
|
+1%
|
|
|
75
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$21.3M
|
-$5.31M
|
-105,441
|
-20%
|
|
