|
26
|
LRI Investments
Palm Beach Gardens,
Florida
|
$12.8M
|
+$140K
|
+5,090
|
+1%
|
|
|
27
|
Index Fund Advisors
Irvine,
California
|
$12.5M
|
+$1.21M
|
+43,966
|
+10%
|
|
|
28
|
MB Generational Wealth
Spokane,
Washington
|
$12.5M
|
+$233K
|
+8,482
|
+2%
|
|
|
29
|
Miramar Fiduciary Corp
Reno,
Nevada
|
$12.2M
|
-$1.31M
|
-47,886
|
-9%
|
|
|
30
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$11.9M
|
+$460K
|
+16,753
|
+4%
|
|
|
31
|
Rather & Kittrell
Knoxville,
Tennessee
|
$11.5M
|
+$1.39M
|
+50,683
|
+13%
|
|
|
32
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$11.3M
|
+$623K
|
+22,694
|
+6%
|
|
|
33
|
KEB Asset Management
Springfield,
Illinois
|
$11.1M
|
+$596K
|
+21,732
|
+5%
|
|
|
34
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.1M
|
+$856K
|
+31,186
|
+8%
|
|
|
35
|
Financial Harvest
Winter Park,
Florida
|
$10.9M
|
+$11.3M
|
+412,018
|
New
|
|
|
36
|
Callan Capital
La Jolla,
California
|
$10.8M
|
-$178K
|
-6,493
|
-2%
|
|
|
37
|
Pathstone Holdings
Englewood,
New Jersey
|
$10.8M
|
+$4.05M
|
+147,462
|
+57%
|
|
|
38
|
Bank of America
Charlotte,
North Carolina
|
$9.8M
|
+$700K
|
+25,510
|
+7%
|
|
|
39
|
NewEdge Advisors
New Orleans,
Louisiana
|
$9.78M
|
-$165K
|
-5,996
|
-2%
|
|
|
40
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$9.74M
|
+$709K
|
+25,823
|
+8%
|
|
|
41
|
von Borstel & Associates
The Dalles,
Oregon
|
$9.35M
|
+$3.82M
|
+139,171
|
+65%
|
|
|
42
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$9.34M
|
-$479K
|
-17,459
|
-5%
|
|
|
43
|
Seaside Wealth Management
Carlsbad,
California
|
$9.24M
|
+$526K
|
+19,172
|
+6%
|
|
|
44
|
Sensible Money
Scottsdale,
Arizona
|
$8.86M
|
+$695K
|
+25,332
|
+8%
|
|
|
45
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$8.82M
|
+$149K
|
+5,434
|
+2%
|
|
|
46
|
Beacon Pointe Advisors
Newport Beach,
California
|
$8.65M
|
+$227K
|
+8,260
|
+3%
|
|
|
47
|
Yardley Wealth Management
Yardley,
Pennsylvania
|
$8.61M
|
+$1.61M
|
+58,502
|
+22%
|
|
|
48
|
Private Wealth Management Group
Princeton,
New Jersey
|
$8.59M
|
-$1.09M
|
-39,842
|
-11%
|
|
|
49
|
Cardiff Park Advisors
Carlsbad,
California
|
$8.09M
|
+$1.44M
|
+52,640
|
+21%
|
|
|
50
|
Krilogy Financial
St. Louis,
Missouri
|
$8.05M
|
+$648K
|
+23,633
|
+8%
|
|
