|
26
|
West Financial Advisors
Des Moines,
Iowa
|
$8.45M
|
+$427K
|
+8,936
|
+5%
|
|
|
27
|
Collective Family Office
York,
Pennsylvania
|
$8.17M
|
-$883K
|
-18,485
|
-10%
|
|
|
28
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$7.78M
|
-$750K
|
-15,706
|
-9%
|
|
|
29
|
Bank of America
Charlotte,
North Carolina
|
$6.77M
|
+$2.31M
|
+48,433
|
+52%
|
|
|
30
|
Corient Private Wealth
Miami,
Florida
|
$6.19M
|
+$25.8K
|
+540
|
+0.4%
|
|
|
31
|
Mills Wealth Advisors
Southlake,
Texas
|
$4.88M
|
-$904K
|
-18,922
|
-16%
|
|
|
32
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.82M
|
+$709K
|
+14,844
|
+17%
|
|
|
33
|
Evanson Asset Management
Carmel,
California
|
$4.75M
|
-$176K
|
-3,677
|
-4%
|
|
|
34
|
Stifel Financial
St. Louis,
Missouri
|
$4.66M
|
-$103K
|
-2,153
|
-2%
|
|
|
35
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$4.66M
|
-$25.3K
|
-530
|
-0.5%
|
|
|
36
|
Allworth Financial
Folsom,
California
|
$4.63M
|
+$1.22M
|
+25,508
|
+36%
|
|
|
37
|
American Investment Services
Great Barrington,
Massachusetts
|
$4.57M
|
+$678K
|
+14,194
|
+17%
|
|
|
38
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$4.57M
|
+$149K
|
+3,115
|
+3%
|
|
|
39
|
RW Investment Management
Eagle,
Idaho
|
$4.45M
|
+$55.9K
|
+1,171
|
+1%
|
|
|
40
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$4.4M
|
+$1.96M
|
+41,055
|
+80%
|
|
|
41
|
|
$4.36M
|
+$217K
|
+4,541
|
+5%
|
|
|
42
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$4.33M
|
-$18K
|
-376
|
-0.4%
|
|
|
43
|
Core Wealth Management
Jupiter,
Florida
|
$4.1M
|
-$329K
|
-6,894
|
-7%
|
|
|
44
|
Modera Wealth Management
Westwood,
New Jersey
|
$3.95M
|
+$19.6K
|
+411
|
+0.5%
|
|
|
45
|
Verus Financial Partners
Richmond,
Virginia
|
$3.73M
|
+$37.6K
|
+786
|
+1%
|
|
|
46
|
GEM Asset Management
Plymouth,
Michigan
|
$3.52M
|
+$5.35K
|
+112
|
+0.2%
|
|
|
47
|
Waverly Advisors
Birmingham,
Alabama
|
$3.51M
|
-$106K
|
-2,212
|
-3%
|
|
|
48
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$3.44M
|
+$331K
|
+6,922
|
+11%
|
|
|
49
|
FF Advisors
Manhattan Beach,
California
|
$3.43M
|
–
|
–
|
–
|
|
|
50
|
Mather Group
Chicago,
Illinois
|
$3.07M
|
-$105K
|
-2,190
|
-3%
|
|
