|
26
|
Consilium Wealth Advisory
Richardson,
Texas
|
$3.7M
|
-$611K
|
-13,889
|
-14%
|
|
|
27
|
Brookstone Capital Management
Wheaton,
Illinois
|
$3.58M
|
-$495K
|
-11,253
|
-12%
|
|
|
28
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.55M
|
+$1.72M
|
+39,058
|
+93%
|
|
|
29
|
Focus Partners Wealth
Boston,
Massachusetts
|
$3.55M
|
+$2.09M
|
+47,544
|
+143%
|
|
|
30
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$3.36M
|
+$368K
|
+8,362
|
+12%
|
|
|
31
|
Waverly Advisors
Birmingham,
Alabama
|
$3.29M
|
+$77.6K
|
+1,763
|
+2%
|
|
|
32
|
SSA Swiss Advisors
Zurich,
|
$3.11M
|
+$3.12M
|
+70,902
|
New
|
|
|
33
|
Mutual Advisors
Omaha,
Nebraska
|
$3.02M
|
-$64.7K
|
-1,470
|
-2%
|
|
|
34
|
One Capital Management
Westlake Village,
California
|
$2.82M
|
+$1.08M
|
+24,492
|
+62%
|
|
|
35
|
Taylor Financial Group
Roanoke,
Virginia
|
$2.65M
|
+$258K
|
+5,860
|
+11%
|
|
|
36
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$2.64M
|
+$82.6K
|
+1,876
|
+3%
|
|
|
37
|
UBS Group
Zurich,
Switzerland
|
$2.53M
|
-$101K
|
-2,285
|
-4%
|
|
|
38
|
Smith Anglin Financial
Dallas,
Texas
|
$2.29M
|
+$47.3K
|
+1,075
|
+2%
|
|
|
39
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$2.17M
|
+$6.21K
|
+141
|
+0.3%
|
|
|
40
|
Manske Wealth Management
Houston,
Texas
|
$2.07M
|
+$50.9K
|
+1,157
|
+3%
|
|
|
41
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$1.94M
|
-$49.2K
|
-1,117
|
-2%
|
|
|
42
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$1.9M
|
+$27.4K
|
+623
|
+1%
|
|
|
43
|
Oppenheimer Asset Management
New York
|
$1.78M
|
+$831K
|
+18,884
|
+87%
|
|
|
44
|
Kestra Advisory Services
Austin,
Texas
|
$1.74M
|
+$67.5K
|
+1,533
|
+4%
|
|
|
45
|
LifePlan Financial
Mankato,
Minnesota
|
$1.67M
|
-$422K
|
-9,591
|
-20%
|
|
|
46
|
GeoWealth Management
Chicago,
Illinois
|
$1.51M
|
+$52.4K
|
+1,191
|
+4%
|
|
|
47
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$1.5M
|
+$621K
|
+14,118
|
+70%
|
|
|
48
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$1.38M
|
-$154K
|
-3,493
|
-10%
|
|
|
49
|
|
$1.32M
|
-$1.8M
|
-40,950
|
-58%
|
|
|
50
|
Aspiriant LLC
Los Angeles,
California
|
$1.3M
|
–
|
–
|
–
|
|
