|
1
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$63.3M
|
+$1.49M
|
+14,749
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$14.3M
|
+$2.48M
|
+24,573
|
+21%
|
|
|
3
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$13M
|
-$4.1M
|
-40,680
|
-24%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$11.2M
|
+$1.22M
|
+12,109
|
+12%
|
|
|
5
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$10.4M
|
+$987K
|
+9,798
|
+10%
|
|
|
6
|
|
$9.83M
|
+$9.88M
|
+98,034
|
New
|
|
|
7
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$8.12M
|
-$1.53M
|
-15,150
|
-16%
|
|
|
8
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$7.2M
|
+$269K
|
+2,666
|
+4%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$5.72M
|
+$5.75M
|
+57,048
|
New
|
|
|
10
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$4.95M
|
+$4.98M
|
+49,383
|
New
|
|
|
11
|
|
$4.15M
|
+$87K
|
+864
|
+2%
|
|
|
12
|
Firestone Capital Management
Coral Gables,
Florida
|
$4.13M
|
+$1.24M
|
+12,285
|
+42%
|
|
|
13
|
Mercer Global Advisors
Denver,
Colorado
|
$4.04M
|
+$3.12M
|
+30,996
|
+334%
|
|
|
14
|
Altiora Financial Group
Lebanon,
Ohio
|
$3.74M
|
–
|
–
|
–
|
|
|
15
|
Burton Enright Welch
Walnut Creek,
California
|
$3.32M
|
+$895K
|
+8,885
|
+37%
|
|
|
16
|
Kades & Cheifetz
Berwyn,
Pennsylvania
|
$3.1M
|
-$1.47M
|
-14,640
|
-32%
|
|
|
17
|
Creative Financial Designs
Kokomo,
Indiana
|
$2.95M
|
+$1.15M
|
+11,409
|
+63%
|
|
|
18
|
Mayport LLC
Newton,
Massachusetts
|
$2.84M
|
+$341K
|
+3,387
|
+14%
|
|
|
19
|
PrairieView Partners
St. Paul,
Minnesota
|
$2.71M
|
+$119K
|
+1,181
|
+5%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.67M
|
-$148K
|
-1,465
|
-5%
|
|
|
21
|
Evanson Asset Management
Carmel,
California
|
$2.58M
|
+$12.4K
|
+123
|
+0.5%
|
|
|
22
|
Sterling Financial Planning
Sparta,
New Jersey
|
$2.57M
|
+$490K
|
+4,864
|
+23%
|
|
|
23
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$2.55M
|
-$432K
|
-4,292
|
-14%
|
|
|
24
|
MGO Private Wealth
Irvine,
California
|
$2.52M
|
+$885K
|
+8,786
|
+54%
|
|
|
25
|
Passive Capital Management
Baltimore,
Maryland
|
$2.52M
|
+$2.53M
|
+25,091
|
New
|
|
