|
26
|
Summit Portfolio Management
Las Vegas,
Nevada
|
$8.33M
|
+$8.43M
|
+111,290
|
New
|
|
|
27
|
Mercer Global Advisors
Denver,
Colorado
|
$8.31M
|
+$6.92M
|
+91,456
|
+465%
|
|
|
28
|
Fonville Wealth Management
Richmond,
Virginia
|
$8.04M
|
-$152K
|
-2,006
|
-2%
|
|
|
29
|
Paladin Advisory Group
Clive,
Iowa
|
$7.52M
|
+$17K
|
+224
|
+0.2%
|
|
|
30
|
Kilner Capital Advisors
Gaithersburg,
Maryland
|
$7.42M
|
-$257K
|
-3,397
|
-3%
|
|
|
31
|
|
$7.16M
|
-$1.84M
|
-24,288
|
-20%
|
|
|
32
|
Focus Partners Wealth
Boston,
Massachusetts
|
$7.05M
|
+$267K
|
+3,532
|
+4%
|
|
|
33
|
Tortoise Investment Management
White Plains,
New York
|
$6.83M
|
-$12.2K
|
-161
|
-0.2%
|
|
|
34
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.67M
|
-$469K
|
-6,198
|
-7%
|
|
|
35
|
ATLas Financial Planning
Alpharetta,
Georgia
|
$6.59M
|
+$359K
|
+4,738
|
+6%
|
|
|
36
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$6.18M
|
-$76K
|
-1,004
|
-1%
|
|
|
37
|
Avidian Wealth Enterprises
Houston,
Texas
|
$6.14M
|
+$6.22M
|
+82,083
|
New
|
|
|
38
|
Clune & Associates
Chicago,
Illinois
|
$6.05M
|
-$800K
|
-10,561
|
-12%
|
|
|
39
|
Cornerstone Wealth Partners
Okemos,
Michigan
|
$5.79M
|
+$661K
|
+8,725
|
+13%
|
|
|
40
|
Navigoe Wealth Management
Redondo Beach,
California
|
$5.49M
|
+$257K
|
+3,393
|
+5%
|
|
|
41
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$5.45M
|
-$138K
|
-1,821
|
-2%
|
|
|
42
|
Telos Capital Management
San Diego,
California
|
$5.37M
|
+$5.43M
|
+71,735
|
New
|
|
|
43
|
Haven Private
Orlando,
Florida
|
$5.3M
|
+$263K
|
+3,478
|
+5%
|
|
|
44
|
Harbor Group
Bedford,
New Hampshire
|
$5.19M
|
+$1.24M
|
+16,382
|
+31%
|
|
|
45
|
Collective Family Office
York,
Pennsylvania
|
$5.18M
|
-$68.5K
|
-905
|
-1%
|
|
|
46
|
AQR Capital Management
Greenwich,
Connecticut
|
$4.79M
|
+$877K
|
+11,586
|
+22%
|
|
|
47
|
EntreWealth
Austin,
Texas
|
$4.62M
|
+$522K
|
+6,888
|
+13%
|
|
|
48
|
McLean Asset Management
Tysons,
Virginia
|
$4.6M
|
+$1.04M
|
+13,798
|
+29%
|
|
|
49
|
Corient Private Wealth
Miami,
Florida
|
$4.59M
|
+$181K
|
+2,389
|
+4%
|
|
|
50
|
Prosperity Planning
Kansas City,
Missouri
|
$4.51M
|
+$317K
|
+4,192
|
+7%
|
|
