|
26
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$5.6M
|
-$233K
|
-4,881
|
-4%
|
|
|
27
|
Corient Private Wealth
Miami,
Florida
|
$5.57M
|
+$332K
|
+6,950
|
+6%
|
|
|
28
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$5.42M
|
+$87.3K
|
+1,826
|
+2%
|
|
|
29
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$5.26M
|
-$2.88M
|
-60,144
|
-35%
|
|
|
30
|
RW Investment Management
Eagle,
Idaho
|
$4.67M
|
-$179K
|
-3,742
|
-4%
|
|
|
31
|
Foster Group
West Des Moines,
Iowa
|
$4.62M
|
+$478
|
+10
|
+0%
|
|
|
32
|
Relative Value Partners Group
|
$4.46M
|
-$923K
|
-19,296
|
-17%
|
|
|
33
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$4.23M
|
+$1.05M
|
+21,984
|
+33%
|
|
|
34
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$4.07M
|
-$224K
|
-4,684
|
-5%
|
|
|
35
|
|
$3.88M
|
+$2.68M
|
+56,134
|
+222%
|
|
|
36
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.84M
|
+$795K
|
+16,611
|
+26%
|
|
|
37
|
Silicon Hills Wealth Management
Austin,
Texas
|
$3.78M
|
-$624K
|
-13,055
|
-14%
|
|
|
38
|
Waverly Advisors
Birmingham,
Alabama
|
$3.78M
|
+$3.79M
|
+79,316
|
New
|
|
|
39
|
Modera Wealth Management
Westwood,
New Jersey
|
$3.61M
|
+$1.15M
|
+24,067
|
+46%
|
|
|
40
|
Mills Wealth Advisors
Southlake,
Texas
|
$3.55M
|
-$272K
|
-5,684
|
-7%
|
|
|
41
|
Core Wealth Management
Jupiter,
Florida
|
$3.24M
|
+$31.6K
|
+660
|
+1%
|
|
|
42
|
American Investment Services
Great Barrington,
Massachusetts
|
$3.09M
|
+$133K
|
+2,779
|
+4%
|
|
|
43
|
GEM Asset Management
Plymouth,
Michigan
|
$2.96M
|
+$13.2K
|
+275
|
+0.4%
|
|
|
44
|
Truepoint Inc
Cincinnati,
Ohio
|
$2.91M
|
+$2.93M
|
+61,160
|
New
|
|
|
45
|
Verus Financial Partners
Richmond,
Virginia
|
$2.67M
|
+$488K
|
+10,204
|
+22%
|
|
|
46
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.43M
|
-$25K
|
-522
|
-1%
|
|
|
47
|
Private Advisor Group
Morristown,
New Jersey
|
$2.37M
|
+$158K
|
+3,303
|
+7%
|
|
|
48
|
Liberty Capital Management
Birmingham,
Michigan
|
$2.36M
|
+$127K
|
+2,653
|
+6%
|
|
|
49
|
Forum Financial Management
Lombard,
Illinois
|
$2.32M
|
-$865K
|
-18,081
|
-27%
|
|
|
50
|
Sage Rhino Capital
Menlo Park,
California
|
$2.27M
|
+$26.7K
|
+559
|
+1%
|
|
