|
51
|
Cosner Financial Group
Windsor,
Colorado
|
$18.7M
|
+$341K
|
+6,586
|
+2%
|
|
|
52
|
|
$18.5M
|
+$814K
|
+15,728
|
+5%
|
|
|
53
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$18.4M
|
+$3.22M
|
+62,264
|
+21%
|
|
|
54
|
Merit Financial Group
Alpharetta,
Georgia
|
$18.3M
|
-$50M
|
-966,240
|
-73%
|
|
|
55
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$16.6M
|
-$2.13M
|
-41,115
|
-11%
|
|
|
56
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$14.4M
|
-$1.31B
|
-25,312,291
|
-99%
|
|
|
57
|
Modern Wealth Management
Lenexa,
Kansas
|
$14.2M
|
+$1.56M
|
+30,072
|
+12%
|
|
|
58
|
Destination Wealth Management
Walnut Creek,
California
|
$14.2M
|
+$570K
|
+11,004
|
+4%
|
|
|
59
|
Steward Partners Investment Advisory
New York
|
$13.8M
|
+$114K
|
+2,199
|
+0.8%
|
|
|
60
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$13.5M
|
-$519K
|
-10,016
|
-4%
|
|
|
61
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$12.2M
|
-$414K
|
-7,993
|
-3%
|
|
|
62
|
Westover Capital Advisors
Wilmington,
Delaware
|
$11.3M
|
-$20K
|
-386
|
-0.2%
|
|
|
63
|
HSBC Holdings
London,
United Kingdom
|
$11.2M
|
+$2.35M
|
+45,455
|
+26%
|
|
|
64
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.1M
|
+$288K
|
+5,572
|
+3%
|
|
|
65
|
One Capital Management
Westlake Village,
California
|
$10.2M
|
+$8.14M
|
+157,141
|
+372%
|
|
|
66
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$9.98M
|
+$307K
|
+5,936
|
+3%
|
|
|
67
|
SIMA Wealth Partners
North Chesterfield,
Virginia
|
$9.92M
|
+$813K
|
+15,704
|
+9%
|
|
|
68
|
Glassy Mountain Advisors
Bethesda,
Maryland
|
$9.65M
|
+$368K
|
+7,099
|
+4%
|
|
|
69
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$9.52M
|
+$468K
|
+9,038
|
+5%
|
|
|
70
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$9.41M
|
-$1.69M
|
-32,597
|
-15%
|
|
|
71
|
Rockefeller Capital Management
New York
|
$9.09M
|
-$137K
|
-2,637
|
-1%
|
|
|
72
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$8.86M
|
+$3.8M
|
+73,315
|
+74%
|
|
|
73
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.59M
|
+$1.52M
|
+29,304
|
+21%
|
|
|
74
|
Simplicity Wealth
Summit,
New Jersey
|
$8.19M
|
+$494K
|
+9,535
|
+6%
|
|
|
75
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$7.98M
|
+$205K
|
+3,956
|
+3%
|
|
