|
26
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$4.78M
|
+$4.72M
|
+99,918
|
New
|
|
|
27
|
Foster Group
West Des Moines,
Iowa
|
$4.62M
|
+$4.56M
|
+96,585
|
New
|
|
|
28
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$4.35M
|
+$4.3M
|
+90,929
|
New
|
|
|
29
|
RW Investment Management
Eagle,
Idaho
|
$4.32M
|
+$4.27M
|
+90,338
|
New
|
|
|
30
|
|
$4.2M
|
+$1.42M
|
+29,944
|
+52%
|
|
|
31
|
Corient Private Wealth
Miami,
Florida
|
$4.06M
|
+$4.01M
|
+84,893
|
New
|
|
|
32
|
Mills Wealth Advisors
Southlake,
Texas
|
$3.95M
|
+$3.91M
|
+82,630
|
New
|
|
|
33
|
Core Wealth Management
Jupiter,
Florida
|
$3.65M
|
+$3.61M
|
+76,428
|
New
|
|
|
34
|
Forum Financial Management
Lombard,
Illinois
|
$3.38M
|
+$3.34M
|
+70,603
|
New
|
|
|
35
|
GEM Asset Management
Plymouth,
Michigan
|
$3.22M
|
+$3.18M
|
+67,338
|
New
|
|
|
36
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.99M
|
+$1.22M
|
+25,767
|
+70%
|
|
|
37
|
American Investment Services
Great Barrington,
Massachusetts
|
$2.97M
|
+$2.35M
|
+49,739
|
+403%
|
|
|
38
|
Chico Wealth RIA
Chico,
California
|
$2.83M
|
–
|
–
|
–
|
|
|
39
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$2.73M
|
+$2.7M
|
+57,158
|
New
|
|
|
40
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.43M
|
+$1.68M
|
+35,441
|
+230%
|
|
|
41
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.36M
|
-$38.9K
|
-822
|
-2%
|
|
|
42
|
Mattern Wealth Management
Lawrence,
Kansas
|
$2.35M
|
+$136K
|
+2,876
|
+6%
|
|
|
43
|
Helen Stephens Group
Fort Worth,
Texas
|
$2.25M
|
+$2.22M
|
+46,998
|
New
|
|
|
44
|
Liberty Capital Management
Birmingham,
Michigan
|
$2.24M
|
-$44.1K
|
-934
|
-2%
|
|
|
45
|
Modera Wealth Management
Westwood,
New Jersey
|
$2.17M
|
+$2.15M
|
+45,425
|
New
|
|
|
46
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$2.13M
|
+$356K
|
+7,532
|
+20%
|
|
|
47
|
True Wealth Design
Akron,
Ohio
|
$2.11M
|
+$2.09M
|
+44,119
|
New
|
|
|
48
|
Sage Rhino Capital
Menlo Park,
California
|
$2.08M
|
+$2.06M
|
+43,596
|
New
|
|
|
49
|
Renaissance Technologies
New York
|
$1.95M
|
+$1.93M
|
+40,800
|
New
|
|
|
50
|
Landmark Wealth Management (New York)
Melville,
New York
|
$1.74M
|
+$290K
|
+6,139
|
+20%
|
|
