|
26
|
Checchi Capital Advisers
Beverly Hills,
California
|
$6.55M
|
+$6.86M
|
+116,984
|
New
|
|
|
27
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$6.19M
|
-$601K
|
-10,235
|
-8%
|
|
|
28
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$6.01M
|
+$4.87K
|
+83
|
+0.1%
|
|
|
29
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$5.82M
|
+$262K
|
+4,468
|
+4%
|
|
|
30
|
CPWM LLC
Seattle,
Washington
|
$5.62M
|
-$5.11M
|
-87,072
|
-45%
|
|
|
31
|
Mraz Amerine & Associates
Modesto,
California
|
$5.61M
|
+$996K
|
+16,968
|
+19%
|
|
|
32
|
Prosperity Planning
Kansas City,
Missouri
|
$5.54M
|
–
|
–
|
–
|
|
|
33
|
Quantum Financial Advisors
El Segundo,
California
|
$5.2M
|
+$5.38M
|
+91,700
|
New
|
|
|
34
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$4.89M
|
+$910K
|
+15,509
|
+20%
|
|
|
35
|
Wealth Architects
Mountain View,
California
|
$4.32M
|
+$1.51M
|
+25,766
|
+46%
|
|
|
36
|
Strategic Blueprint
Atlanta,
Georgia
|
$4.01M
|
+$1.21M
|
+20,644
|
+37%
|
|
|
37
|
Old Mission Capital
Chicago,
Illinois
|
$3.95M
|
+$2.81M
|
+47,953
|
+178%
|
|
|
38
|
Oakwell Private Wealth Management
Austin,
Texas
|
$3.95M
|
+$169K
|
+2,882
|
+4%
|
|
|
39
|
Continuum Advisory
Eagle,
Idaho
|
$3.82M
|
-$85.8K
|
-1,463
|
-2%
|
|
|
40
|
Apella Capital
West Hartford,
Connecticut
|
$3.82M
|
+$2.05M
|
+34,933
|
+93%
|
|
|
41
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.77M
|
+$678K
|
+11,560
|
+19%
|
|
|
42
|
Northwest Wealth Management
Spencer,
Iowa
|
$3.54M
|
+$565K
|
+9,622
|
+17%
|
|
|
43
|
Capasso Planning Partners
Charleston,
South Carolina
|
$3.44M
|
+$283K
|
+4,822
|
+8%
|
|
|
44
|
First Ascent Asset Management
Denver,
Colorado
|
$3.27M
|
+$408K
|
+6,956
|
+13%
|
|
|
45
|
Dowling & Yahnke
San Diego,
California
|
$3.23M
|
+$3.59M
|
+61,230
|
New
|
|
|
46
|
|
$3.17M
|
+$793K
|
+13,514
|
+29%
|
|
|
47
|
EP Wealth Advisors
Torrance,
California
|
$2.86M
|
-$574K
|
-9,784
|
-15%
|
|
|
48
|
Portfolio Solutions
Royal Oak,
Michigan
|
$2.65M
|
+$1.78M
|
+30,422
|
+153%
|
|
|
49
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$2.58M
|
+$2.85M
|
+48,608
|
+16,761%
|
|
|
50
|
WR Wealth Planners
Columbia,
Missouri
|
$2.57M
|
+$260K
|
+4,436
|
+10%
|
|
