|
26
|
Blume Capital Management
Berkeley,
California
|
$6.33M
|
+$179K
|
+6,519
|
+3%
|
|
|
27
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$5.69M
|
+$64.8K
|
+2,362
|
+1%
|
|
|
28
|
Retirement Solution
Redmond,
Washington
|
$5.44M
|
-$18.8K
|
-687
|
-0.3%
|
|
|
29
|
Waverly Advisors
Birmingham,
Alabama
|
$5.22M
|
-$215K
|
-7,825
|
-4%
|
|
|
30
|
von Borstel & Associates
The Dalles,
Oregon
|
$4.93M
|
+$1.88M
|
+68,683
|
+58%
|
|
|
31
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$4.82M
|
+$566K
|
+20,665
|
+13%
|
|
|
32
|
Savant Capital
Rockford,
Illinois
|
$4.71M
|
-$1.49M
|
-54,518
|
-23%
|
|
|
33
|
Cordant Inc
Portland,
Oregon
|
$4.52M
|
+$272K
|
+9,912
|
+6%
|
|
|
34
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$4.49M
|
+$334K
|
+12,174
|
+8%
|
|
|
35
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.32M
|
-$258K
|
-9,425
|
-5%
|
|
|
36
|
Sterling Financial Planning
Sparta,
New Jersey
|
$4.05M
|
+$65.4K
|
+2,386
|
+2%
|
|
|
37
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.98M
|
+$172K
|
+6,277
|
+4%
|
|
|
38
|
Breakwater Capital Group
Paramus,
New Jersey
|
$3.93M
|
+$193K
|
+7,055
|
+5%
|
|
|
39
|
Tortoise Investment Management
White Plains,
New York
|
$3.55M
|
+$589K
|
+21,482
|
+19%
|
|
|
40
|
Corient Private Wealth
Miami,
Florida
|
$3.37M
|
+$235K
|
+8,565
|
+7%
|
|
|
41
|
|
$3.34M
|
+$567K
|
+20,687
|
+19%
|
|
|
42
|
Heritage Financial Services
Westwood,
Massachusetts
|
$3.34M
|
-$585K
|
-21,344
|
-14%
|
|
|
43
|
United Wealth Management
Charlottesville,
Virginia
|
$3.26M
|
+$3.4M
|
+124,195
|
New
|
|
|
44
|
Pathstone Holdings
Englewood,
New Jersey
|
$3.12M
|
-$434K
|
-15,836
|
-12%
|
|
|
45
|
Mills Wealth Advisors
Southlake,
Texas
|
$3.02M
|
+$186K
|
+6,797
|
+6%
|
|
|
46
|
Maryland Capital Advisors
Chester,
Maryland
|
$2.87M
|
+$325K
|
+11,866
|
+12%
|
|
|
47
|
Timonier Family Office
Winston Salem,
North Carolina
|
$2.77M
|
+$2.9M
|
+105,806
|
New
|
|
|
48
|
Dravo Bay
Rehoboth Beach,
Delaware
|
$2.7M
|
+$226K
|
+8,250
|
+9%
|
|
|
49
|
EP Wealth Advisors
Torrance,
California
|
$2.48M
|
+$2.6M
|
+94,729
|
New
|
|
|
50
|
Verum Partners
Charlotte,
North Carolina
|
$2.37M
|
-$17K
|
-621
|
-0.7%
|
|
