|
26
|
Miramar Fiduciary Corp
Reno,
Nevada
|
$14.9M
|
+$1.48M
|
+52,473
|
+11%
|
|
|
27
|
Index Fund Advisors
Irvine,
California
|
$14.4M
|
+$711K
|
+25,231
|
+5%
|
|
|
28
|
MB Generational Wealth
Spokane,
Washington
|
$13.8M
|
+$141K
|
+4,999
|
+1%
|
|
|
29
|
Rather & Kittrell
Knoxville,
Tennessee
|
$13.6M
|
+$949K
|
+33,703
|
+8%
|
|
|
30
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$13.6M
|
+$1.08M
|
+38,478
|
+9%
|
|
|
31
|
LRI Investments
Palm Beach Gardens,
Florida
|
$13M
|
-$1.08M
|
-38,284
|
-8%
|
|
|
32
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$12.9M
|
-$141K
|
-5,009
|
-1%
|
|
|
33
|
von Borstel & Associates
The Dalles,
Oregon
|
$12.9M
|
+$2.52M
|
+89,438
|
+25%
|
|
|
34
|
KEB Asset Management
Springfield,
Illinois
|
$12.6M
|
+$383K
|
+13,596
|
+3%
|
|
|
35
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$12.3M
|
+$1.53M
|
+54,450
|
+15%
|
|
|
36
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.2M
|
-$2.82K
|
-100
|
-0%
|
|
|
37
|
Pathstone Holdings
Englewood,
New Jersey
|
$12M
|
+$213K
|
+7,557
|
+2%
|
|
|
38
|
Callan Capital
La Jolla,
California
|
$11.6M
|
-$184K
|
-6,524
|
-2%
|
|
|
39
|
Bank of America
Charlotte,
North Carolina
|
$11.4M
|
+$598K
|
+21,238
|
+6%
|
|
|
40
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$10.8M
|
+$1.1M
|
+38,973
|
+12%
|
|
|
41
|
Seaside Wealth Management
Carlsbad,
California
|
$10.6M
|
+$477K
|
+16,926
|
+5%
|
|
|
42
|
Sequoia Financial Advisors
Akron,
Ohio
|
$10.1M
|
+$5.03M
|
+178,690
|
+107%
|
|
|
43
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$10M
|
-$193K
|
-6,849
|
-2%
|
|
|
44
|
Beacon Pointe Advisors
Newport Beach,
California
|
$9.97M
|
+$474K
|
+16,836
|
+5%
|
|
|
45
|
Cardiff Park Advisors
Carlsbad,
California
|
$9.7M
|
+$798K
|
+28,343
|
+9%
|
|
|
46
|
Sensible Money
Scottsdale,
Arizona
|
$9.63M
|
-$79.6K
|
-2,826
|
-0.8%
|
|
|
47
|
Krilogy Financial
St. Louis,
Missouri
|
$9.45M
|
+$607K
|
+21,532
|
+7%
|
|
|
48
|
NewEdge Advisors
New Orleans,
Louisiana
|
$9.38M
|
-$1.29M
|
-45,912
|
-12%
|
|
|
49
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$9.22M
|
+$605K
|
+21,473
|
+7%
|
|
|
50
|
Private Wealth Management Group
Princeton,
New Jersey
|
$9.11M
|
-$293K
|
-10,388
|
-3%
|
|
