|
26
|
Opes Wealth Management
Menlo Park,
California
|
$11.8M
|
-$21.5K
|
-589
|
-0.2%
|
|
|
27
|
SPWM Advisors
Traverse City,
Michigan
|
$11.2M
|
+$3.03M
|
+83,221
|
+44%
|
|
|
28
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.9M
|
+$5.52M
|
+151,370
|
+98%
|
|
|
29
|
AE Wealth Management
Topeka,
Kansas
|
$9.85M
|
+$142K
|
+3,895
|
+1%
|
|
|
30
|
Financial Architects (Georgia)
Woodstock,
Georgia
|
$9.59M
|
+$81.8K
|
+2,245
|
+0.8%
|
|
|
31
|
Blume Capital Management
Berkeley,
California
|
$9.38M
|
-$8.13K
|
-223
|
-0.1%
|
|
|
32
|
Freedom Investment Management
Hartford,
Connecticut
|
$9.21M
|
-$3.42M
|
-93,722
|
-27%
|
|
|
33
|
von Borstel & Associates
The Dalles,
Oregon
|
$8.29M
|
-$740K
|
-20,286
|
-8%
|
|
|
34
|
|
$8.27M
|
+$234K
|
+6,420
|
+3%
|
|
|
35
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$8.17M
|
+$274K
|
+7,505
|
+3%
|
|
|
36
|
Cordant Inc
Portland,
Oregon
|
$7.48M
|
+$412K
|
+11,288
|
+6%
|
|
|
37
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$7.35M
|
-$143K
|
-3,921
|
-2%
|
|
|
38
|
Tortoise Investment Management
White Plains,
New York
|
$7.3M
|
+$347K
|
+9,526
|
+5%
|
|
|
39
|
Apella Capital
West Hartford,
Connecticut
|
$7.29M
|
+$6.72M
|
+184,339
|
New
|
|
|
40
|
Vise Technologies
New York
|
$6.76M
|
–
|
–
|
–
|
|
|
41
|
Waverly Advisors
Birmingham,
Alabama
|
$6.7M
|
-$170K
|
-4,658
|
-2%
|
|
|
42
|
Estate Counselors
Thiensville,
Wisconsin
|
$6.56M
|
-$23.3K
|
-640
|
-0.3%
|
|
|
43
|
Natixis Advisors
Boston,
Massachusetts
|
$6.52M
|
+$3M
|
+82,177
|
+82%
|
|
|
44
|
Sterling Financial Planning
Sparta,
New Jersey
|
$6.33M
|
-$108K
|
-2,971
|
-2%
|
|
|
45
|
Mills Wealth Advisors
Southlake,
Texas
|
$6.29M
|
+$329K
|
+9,037
|
+5%
|
|
|
46
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.98M
|
+$833K
|
+22,852
|
+16%
|
|
|
47
|
Savant Capital
Rockford,
Illinois
|
$5.87M
|
+$3.3M
|
+90,551
|
+123%
|
|
|
48
|
United Wealth Management
Charlottesville,
Virginia
|
$5.81M
|
+$105K
|
+2,888
|
+2%
|
|
|
49
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$5.67M
|
-$145K
|
-3,978
|
-2%
|
|
|
50
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$5.64M
|
+$597K
|
+16,368
|
+11%
|
|
