|
26
|
Modera Wealth Management
Westwood,
New Jersey
|
$19.8M
|
-$195K
|
-5,691
|
-1%
|
|
|
27
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.3M
|
+$2.36M
|
+68,974
|
+16%
|
|
|
28
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$17.9M
|
+$1.05M
|
+30,615
|
+7%
|
|
|
29
|
Rather & Kittrell
Knoxville,
Tennessee
|
$17.8M
|
+$997K
|
+29,073
|
+6%
|
|
|
30
|
Miramar Fiduciary Corp
Reno,
Nevada
|
$17.4M
|
-$808K
|
-23,562
|
-5%
|
|
|
31
|
Quantum Financial Advisors
El Segundo,
California
|
$16.9M
|
-$2.09M
|
-60,977
|
-11%
|
|
|
32
|
Sequoia Financial Advisors
Akron,
Ohio
|
$16.8M
|
+$558K
|
+16,266
|
+4%
|
|
|
33
|
Financial Harvest
Winter Park,
Florida
|
$16.4M
|
+$430K
|
+12,535
|
+3%
|
|
|
34
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$15.9M
|
+$347K
|
+10,124
|
+2%
|
|
|
35
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$15.8M
|
-$73.8K
|
-2,154
|
-0.5%
|
|
|
36
|
Affinity Wealth
Canton,
Ohio
|
$15.6M
|
+$15M
|
+437,472
|
New
|
|
|
37
|
LRI Investments
Palm Beach Gardens,
Florida
|
$15.6M
|
-$104K
|
-3,042
|
-0.7%
|
|
|
38
|
von Borstel & Associates
The Dalles,
Oregon
|
$15.3M
|
+$251K
|
+7,326
|
+2%
|
|
|
39
|
MB Generational Wealth
Spokane,
Washington
|
$15M
|
+$14.4M
|
+419,878
|
New
|
|
|
40
|
KEB Asset Management
Springfield,
Illinois
|
$14.6M
|
-$42.5K
|
-1,241
|
-0.3%
|
|
|
41
|
|
$14.5M
|
-$5.33M
|
-155,492
|
-28%
|
|
|
42
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$13.4M
|
-$13.4M
|
-391,657
|
-51%
|
|
|
43
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$13.3M
|
+$970K
|
+28,282
|
+8%
|
|
|
44
|
AlphaCore Capital
La Jolla,
California
|
$13.3M
|
-$808K
|
-23,573
|
-6%
|
|
|
45
|
Seaside Wealth Management
Carlsbad,
California
|
$13.2M
|
-$86.2K
|
-2,513
|
-0.7%
|
|
|
46
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$13M
|
-$116K
|
-3,397
|
-0.9%
|
|
|
47
|
Beacon Pointe Advisors
Newport Beach,
California
|
$12.8M
|
+$951K
|
+27,726
|
+8%
|
|
|
48
|
Ocean Park Asset Management
Santa Monica,
California
|
$12.7M
|
+$11.4M
|
+331,274
|
+1,315%
|
|
|
49
|
Pathstone Holdings
Englewood,
New Jersey
|
$12.7M
|
-$1.49M
|
-43,317
|
-11%
|
|
|
50
|
Cardiff Park Advisors
Carlsbad,
California
|
$12.3M
|
+$103K
|
+2,994
|
+0.9%
|
|
