|
26
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$20.4M
|
+$3.52M
|
+70,569
|
+21%
|
|
|
27
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$20.3M
|
+$1.83M
|
+36,736
|
+10%
|
|
|
28
|
David Kennon
Sarasota,
Florida
|
$19.6M
|
-$5.81M
|
-116,483
|
-23%
|
|
|
29
|
Global Wealth Management
Kingston,
New Jersey
|
$18.9M
|
-$5.5M
|
-110,311
|
-23%
|
|
|
30
|
NKCFO LLC
Geneva,
Illinois
|
$18.4M
|
+$998K
|
+20,000
|
+6%
|
|
|
31
|
Coyle Financial Counsel
Glenview,
Illinois
|
$18M
|
+$801K
|
+16,059
|
+5%
|
|
|
32
|
Titleist Asset Management
San Antonio,
Texas
|
$17.8M
|
+$9.97M
|
+199,803
|
+127%
|
|
|
33
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$17.2M
|
-$1.97M
|
-39,560
|
-10%
|
|
|
34
|
Fortis Advisors
Wayne,
Pennsylvania
|
$17.1M
|
+$43.5K
|
+873
|
+0.3%
|
|
|
35
|
Horizon Kinetics Asset Management
New York
|
$17.1M
|
+$3.93M
|
+78,720
|
+30%
|
|
|
36
|
Calder Financial
Downingtown,
Pennsylvania
|
$16.5M
|
+$16.5M
|
+330,867
|
New
|
|
|
37
|
Stifel Financial
St. Louis,
Missouri
|
$15.1M
|
+$283K
|
+5,666
|
+2%
|
|
|
38
|
CFO4Life Group
Coppell,
Texas
|
$14.8M
|
+$14.8M
|
+296,102
|
New
|
|
|
39
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.3M
|
+$3.11M
|
+62,323
|
+28%
|
|
|
40
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$14.2M
|
+$2.79M
|
+56,016
|
+24%
|
|
|
41
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$14.1M
|
+$7.36M
|
+147,572
|
+108%
|
|
|
42
|
TruWealth Advisors
Metairie,
Louisiana
|
$14.1M
|
+$830K
|
+16,645
|
+6%
|
|
|
43
|
Blom & Howell Financial Planning
Modesto,
California
|
$14M
|
+$14M
|
+281,095
|
New
|
|
|
44
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$13.9M
|
-$1.48M
|
-29,648
|
-10%
|
|
|
45
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$13.7M
|
-$4.79M
|
-96,104
|
-55%
|
|
|
46
|
Focus Partners Wealth
Boston,
Massachusetts
|
$13.3M
|
-$2.01M
|
-40,334
|
-13%
|
|
|
47
|
Kestra Advisory Services
Austin,
Texas
|
$13.1M
|
+$956K
|
+19,159
|
+8%
|
|
|
48
|
Colony Family Offices
Charlotte,
North Carolina
|
$12.4M
|
+$901K
|
+18,061
|
+8%
|
|
|
49
|
Founders Grove Wealth Partners
Richmond,
Virginia
|
$12.3M
|
+$1.21M
|
+24,181
|
+11%
|
|
|
50
|
BlueChip Wealth Advisors
Milton,
Georgia
|
$11.9M
|
+$305K
|
+6,112
|
+3%
|
|
