|
26
|
Collective Family Office
York,
Pennsylvania
|
$2.08M
|
-$2.14M
|
-77,919
|
-51%
|
|
|
27
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$2.04M
|
-$1.96M
|
-71,281
|
-49%
|
|
|
28
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$1.99M
|
+$2M
|
+72,709
|
New
|
|
|
29
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$1.92M
|
+$240K
|
+8,747
|
+14%
|
|
|
30
|
Brighton Jones LLC
Seattle,
Washington
|
$1.91M
|
+$1.66M
|
+60,519
|
+650%
|
|
|
31
|
Bridgewater Advisors
New York
|
$1.91M
|
+$1.91M
|
+69,728
|
New
|
|
|
32
|
FirstPurpose Wealth
Orem,
Utah
|
$1.86M
|
+$1.87M
|
+68,021
|
New
|
|
|
33
|
Annapolis Financial Services
Annapolis,
Maryland
|
$1.76M
|
+$1.05M
|
+38,358
|
+148%
|
|
|
34
|
Perigon Wealth Management
San Francisco,
California
|
$1.74M
|
+$255K
|
+9,302
|
+17%
|
|
|
35
|
Crown Wealth Group
Charlotte,
North Carolina
|
$1.73M
|
+$1.73M
|
+63,067
|
New
|
|
|
36
|
AWM Capital
Phoenix,
Arizona
|
$1.69M
|
+$923K
|
+33,593
|
+120%
|
|
|
37
|
HighTower Advisors
Chicago,
Illinois
|
$1.69M
|
+$1.69M
|
+61,569
|
New
|
|
|
38
|
BetterWealth
San Jose,
California
|
$1.65M
|
+$1.65M
|
+60,146
|
New
|
|
|
39
|
Aveo Capital Partners
Englewood,
Colorado
|
$1.58M
|
+$572K
|
+20,817
|
+57%
|
|
|
40
|
UBS Group
Zurich,
Switzerland
|
$1.54M
|
+$578K
|
+21,050
|
+60%
|
|
|
41
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.51M
|
+$1.52M
|
+55,169
|
New
|
|
|
42
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.49M
|
+$680K
|
+24,775
|
+84%
|
|
|
43
|
Mission Wealth Management
Santa Barbara,
California
|
$1.48M
|
+$826K
|
+30,075
|
+126%
|
|
|
44
|
|
$1.45M
|
+$421K
|
+15,322
|
+41%
|
|
|
45
|
Parametric Portfolio Associates
Seattle,
Washington
|
$1.42M
|
+$133K
|
+4,859
|
+10%
|
|
|
46
|
Cordant Inc
Portland,
Oregon
|
$1.39M
|
+$1.4M
|
+50,875
|
New
|
|
|
47
|
American Investment Services
Great Barrington,
Massachusetts
|
$1.31M
|
+$306K
|
+11,130
|
+30%
|
|
|
48
|
Bristlecone Advisors
Bellevue,
Washington
|
$1.29M
|
-$115K
|
-4,201
|
-8%
|
|
|
49
|
SC&H Financial Advisors
Sparks,
Maryland
|
$1.28M
|
+$1.29M
|
+46,867
|
New
|
|
|
50
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.21M
|
+$493K
|
+17,958
|
+69%
|
|
