|
26
|
Boston Financial Management
Boston,
Massachusetts
|
$14.9M
|
-$588K
|
-16,940
|
-4%
|
|
|
27
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$14.9M
|
+$11.4M
|
+328,479
|
+260%
|
|
|
28
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.8M
|
-$948K
|
-27,325
|
-6%
|
|
|
29
|
Phoenix Financial
Givatayim,
Israel
|
$13.8M
|
–
|
–
|
–
|
|
|
30
|
Raymond James & Associates
St Petersburg,
Florida
|
$13.7M
|
+$1.65M
|
+47,549
|
+13%
|
|
|
31
|
Allworth Financial
Folsom,
California
|
$13.5M
|
-$6.97M
|
-200,697
|
-33%
|
|
|
32
|
Cantor Fitzgerald Investment Advisors
New York
|
$13.4M
|
-$6.98M
|
-201,074
|
-33%
|
|
|
33
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$13.4M
|
-$2.07M
|
-59,592
|
-13%
|
|
|
34
|
WealthPLAN Partners
Omaha,
Nebraska
|
$12.9M
|
-$12.5M
|
-360,496
|
-46%
|
|
|
35
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$12.9M
|
+$14.7M
|
+424,550
|
New
|
|
|
36
|
WESCAP Management Group
Glendale,
California
|
$12.8M
|
+$867K
|
+24,986
|
+7%
|
|
|
37
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.7M
|
-$81.6K
|
-2,350
|
-0.6%
|
|
|
38
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$12.1M
|
–
|
–
|
–
|
|
|
39
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$11.5M
|
+$1.16M
|
+33,292
|
+10%
|
|
|
40
|
Ballentine Partners
Waltham,
Massachusetts
|
$11.5M
|
-$11.2M
|
-322,797
|
-48%
|
|
|
41
|
Evermay Wealth Management
Arlington,
Virginia
|
$11.4M
|
-$1.28M
|
-36,938
|
-10%
|
|
|
42
|
Procyon Advisors
Shelton,
Connecticut
|
$11.2M
|
+$1.57M
|
+45,093
|
+15%
|
|
|
43
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$11.2M
|
+$3.11M
|
+89,687
|
+35%
|
|
|
44
|
Howard Financial Services
Dallas,
Texas
|
$10.9M
|
+$1.47M
|
+42,292
|
+14%
|
|
|
45
|
Bulltick Wealth Management
Miami,
Florida
|
$10.7M
|
-$1.35M
|
-38,940
|
-11%
|
|
|
46
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$10.6M
|
-$1.66M
|
-47,892
|
-13%
|
|
|
47
|
WealthShield Partners
Cary,
North Carolina
|
$10.6M
|
+$11.3M
|
+324,861
|
New
|
|
|
48
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$10.6M
|
+$5.22M
|
+150,351
|
+87%
|
|
|
49
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$10.1M
|
+$1.52M
|
+43,848
|
+16%
|
|
|
50
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$9.7M
|
+$436K
|
+12,552
|
+4%
|
|
