|
26
|
Klingman & Associates
New York
|
$3.42M
|
-$168K
|
-4,119
|
-5%
|
|
|
27
|
Forum Financial Management
Lombard,
Illinois
|
$3.36M
|
-$189K
|
-4,635
|
-5%
|
|
|
28
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$2.91M
|
+$2.25M
|
+55,061
|
+342%
|
|
|
29
|
Saxony Capital Management
St. Louis,
Missouri
|
$2.77M
|
+$431K
|
+10,574
|
+18%
|
|
|
30
|
AWM Capital
Phoenix,
Arizona
|
$2.66M
|
+$100K
|
+2,456
|
+4%
|
|
|
31
|
Citadel Advisors
Miami,
Florida
|
$2.5M
|
+$473K
|
+11,598
|
+23%
|
|
|
32
|
Spinnaker Investment Group
Newport Beach,
California
|
$2.5M
|
+$283K
|
+6,940
|
+13%
|
|
|
33
|
Root Financial Partners
Encinitas,
California
|
$2.4M
|
-$993K
|
-24,337
|
-29%
|
|
|
34
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.95M
|
-$2.62M
|
-64,087
|
-57%
|
|
|
35
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$1.94M
|
+$127K
|
+3,117
|
+7%
|
|
|
36
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$1.86M
|
+$38.2K
|
+935
|
+2%
|
|
|
37
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.77M
|
-$237K
|
-5,820
|
-12%
|
|
|
38
|
BCU Wealth Advisors
Vernon Hills,
Illinois
|
$1.67M
|
+$236K
|
+5,795
|
+16%
|
|
|
39
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.58M
|
+$66.7K
|
+1,634
|
+4%
|
|
|
40
|
Willow Creek Wealth Management
Sebastopol,
California
|
$1.5M
|
+$11.1K
|
+272
|
+0.7%
|
|
|
41
|
Shearwater Capital
Denver,
Colorado
|
$1.49M
|
+$47.7K
|
+1,170
|
+3%
|
|
|
42
|
SageView Advisory Group
Newport Beach,
California
|
$1.44M
|
-$1.43M
|
-35,127
|
Closed
|
|
|
43
|
Samalin Investment Counsel
Chappaqua,
New York
|
$1.43M
|
+$1.06K
|
+26
|
+0.1%
|
|
|
44
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$1.34M
|
-$2.69K
|
-66
|
-0.2%
|
|
|
45
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$1.32M
|
+$44.1K
|
+1,080
|
+3%
|
|
|
46
|
Allworth Financial
Folsom,
California
|
$1.26M
|
+$1.25M
|
+30,630
|
New
|
|
|
47
|
Total Wealth Planning
Cincinnati,
Ohio
|
$1.18M
|
+$69.5K
|
+1,704
|
+6%
|
|
|
48
|
Northwest Wealth Management
Spencer,
Iowa
|
$1.12M
|
-$58.4K
|
-1,430
|
-5%
|
|
|
49
|
Equitable Holdings
New York
|
$1.03M
|
+$526K
|
+12,887
|
+105%
|
|
|
50
|
TCP Asset Management
Columbus,
Ohio
|
$965K
|
+$44.4K
|
+1,088
|
+5%
|
|
