|
26
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$34.3M
|
+$3.48M
|
+55,965
|
+11%
|
|
|
27
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$33.8M
|
-$278K
|
-4,472
|
-0.8%
|
|
|
28
|
Defender Capital
Charlotte,
North Carolina
|
$32.3M
|
+$10.2M
|
+164,610
|
+47%
|
|
|
29
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$31M
|
-$33.2M
|
-533,333
|
-52%
|
|
|
30
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
$30.6M
|
-$1.72M
|
-27,700
|
-5%
|
|
|
31
|
|
$30.4M
|
-$23.9M
|
-383,420
|
-44%
|
|
|
32
|
Cypress Capital
Franklin,
Tennessee
|
$26.7M
|
+$26.7M
|
+429,818
|
New
|
|
|
33
|
6 Meridian
Wichita,
Kansas
|
$26.5M
|
-$4.35M
|
-69,900
|
-14%
|
|
|
34
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$24.9M
|
+$1.42M
|
+22,883
|
+6%
|
|
|
35
|
Praetorian Wealth Management
Carmel,
California
|
$23.7M
|
+$23.7M
|
+380,564
|
New
|
|
|
36
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$23.3M
|
+$23.3M
|
+373,864
|
New
|
|
|
37
|
Donoghue Forlines
Boston,
Massachusetts
|
$23.2M
|
-$23.7M
|
-380,367
|
-51%
|
|
|
38
|
Waller Financial Planning Group
Columbus,
Ohio
|
$23.1M
|
+$23.1M
|
+371,421
|
New
|
|
|
39
|
MML Investors Services
Springfield,
Massachusetts
|
$20.9M
|
+$15.3M
|
+246,296
|
+272%
|
|
|
40
|
Franklin Resources
San Mateo,
California
|
$20.5M
|
+$4.49M
|
+72,158
|
+28%
|
|
|
41
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20.3M
|
+$5.11M
|
+82,195
|
+34%
|
|
|
42
|
AdvicePeriod
Los Angeles,
California
|
$19.8M
|
+$7.11M
|
+114,214
|
+56%
|
|
|
43
|
HighTower Advisors
Chicago,
Illinois
|
$19.8M
|
+$15.5M
|
+248,780
|
+362%
|
|
|
44
|
Truist Financial
Charlotte,
North Carolina
|
$19.6M
|
+$2.6M
|
+41,770
|
+15%
|
|
|
45
|
Financial Advocates Investment Management
Olympia,
Washington
|
$19.4M
|
+$12.5M
|
+200,575
|
+180%
|
|
|
46
|
Cordant Inc
Portland,
Oregon
|
$18.7M
|
+$1.77M
|
+28,398
|
+10%
|
|
|
47
|
Atlanta Financial Associates
Atlanta,
Georgia
|
$18.7M
|
+$7.18M
|
+115,442
|
+62%
|
|
|
48
|
D. Scott Neal
Lexington,
Kentucky
|
$18.5M
|
-$6.87M
|
-110,439
|
-27%
|
|
|
49
|
Estate Counselors
Thiensville,
Wisconsin
|
$18.5M
|
+$16.1M
|
+258,415
|
+674%
|
|
|
50
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$17.4M
|
-$23.7M
|
-380,431
|
-58%
|
|
