|
26
|
Rockefeller Capital Management
New York
|
$8.14M
|
-$108K
|
-1,769
|
-1%
|
|
|
27
|
Tortoise Investment Management
White Plains,
New York
|
$7.88M
|
-$9.43M
|
-154,227
|
-54%
|
|
|
28
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$7.35M
|
+$3.97M
|
+64,894
|
+113%
|
|
|
29
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.32M
|
+$997K
|
+16,312
|
+15%
|
|
|
30
|
O'Connor Financial Group
Quincy,
Illinois
|
$7.29M
|
-$14.6K
|
-238
|
-0.2%
|
|
|
31
|
Bristlecone Value Partners
Los Angeles,
California
|
$7.21M
|
-$367
|
-6
|
-0%
|
|
|
32
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$7.09M
|
+$176K
|
+2,874
|
+2%
|
|
|
33
|
Blueline Advisors
Exeter,
New Hampshire
|
$7.09M
|
+$511K
|
+8,365
|
+8%
|
|
|
34
|
Stonebridge Wealth Management
Oak Brook,
Illinois
|
$7.04M
|
-$66.9K
|
-1,094
|
-0.9%
|
|
|
35
|
UBS Group
Zurich,
Switzerland
|
$7.01M
|
+$737K
|
+12,058
|
+12%
|
|
|
36
|
Csenge Advisory Group
Clearwater,
Florida
|
$6.88M
|
-$925K
|
-15,122
|
-12%
|
|
|
37
|
Empowered Funds
Havertown,
Pennsylvania
|
$6.27M
|
+$6.38M
|
+104,359
|
New
|
|
|
38
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$6.22M
|
-$531K
|
-8,680
|
-8%
|
|
|
39
|
Steward Partners Investment Advisory
New York
|
$5.68M
|
+$106K
|
+1,728
|
+2%
|
|
|
40
|
Smith, Moore & Co
Clayton,
Missouri
|
$5.65M
|
+$77.5K
|
+1,267
|
+1%
|
|
|
41
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$5.32M
|
-$515K
|
-8,420
|
-9%
|
|
|
42
|
TRB Wealth Management
Houston,
Texas
|
$5.07M
|
+$5.16M
|
+84,416
|
New
|
|
|
43
|
Shore Point Advisors
Brielle,
New Jersey
|
$4.93M
|
+$227K
|
+3,718
|
+4%
|
|
|
44
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$4.76M
|
-$29.9K
|
-489
|
-0.6%
|
|
|
45
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.56M
|
-$20.8K
|
-341
|
-0.4%
|
|
|
46
|
Inlight Wealth Management
Atlanta,
Georgia
|
$4.25M
|
-$326K
|
-5,336
|
-7%
|
|
|
47
|
Efficient Advisors
Mason,
Ohio
|
$4.14M
|
-$4.4M
|
-71,958
|
-51%
|
|
|
48
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$4.08M
|
-$709K
|
-11,604
|
-15%
|
|
|
49
|
Leibman Financial Services
Louisville,
Nebraska
|
$4.06M
|
+$104K
|
+1,706
|
+3%
|
|
|
50
|
rebel Financial
Groveport,
Ohio
|
$4.04M
|
-$202K
|
-3,311
|
-5%
|
|
