|
26
|
WESCAP Management Group
Glendale,
California
|
$4.4M
|
+$107K
|
+1,689
|
+3%
|
|
|
27
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.39M
|
+$105K
|
+1,658
|
+3%
|
|
|
28
|
Ritholtz Wealth Management
New York
|
$4.21M
|
+$130K
|
+2,051
|
+3%
|
|
|
29
|
McLean Asset Management
Tysons,
Virginia
|
$4.07M
|
+$3.8M
|
+59,723
|
New
|
|
|
30
|
Ameriprise
Minneapolis,
Minnesota
|
$4.01M
|
-$845K
|
-13,288
|
-18%
|
|
|
31
|
Beacon Financial Group
Dallas,
Texas
|
$3.9M
|
-$8.97K
|
-141
|
-0.3%
|
|
|
32
|
Smith, Moore & Co
Clayton,
Missouri
|
$3.88M
|
-$1.05M
|
-16,452
|
-22%
|
|
|
33
|
Wealth Architects
Mountain View,
California
|
$3.79M
|
-$115K
|
-1,813
|
-3%
|
|
|
34
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.77M
|
+$106K
|
+1,666
|
+3%
|
|
|
35
|
LPL Financial
San Diego,
California
|
$3.49M
|
+$255K
|
+4,002
|
+8%
|
|
|
36
|
Telos Capital Management
San Diego,
California
|
$3.47M
|
+$222K
|
+3,484
|
+7%
|
|
|
37
|
Marietta Wealth Management
Marietta,
Georgia
|
$3.43M
|
+$256K
|
+4,021
|
+9%
|
|
|
38
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$3.42M
|
+$219K
|
+3,438
|
+7%
|
|
|
39
|
Neumann Capital Management
Foster City,
California
|
$3.41M
|
-$78.4K
|
-1,233
|
-2%
|
|
|
40
|
Heartland Advisors
Milwaukee,
Wisconsin
|
$3.35M
|
-$1.48M
|
-23,316
|
-32%
|
|
|
41
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$2.88M
|
+$2.69M
|
+42,334
|
New
|
|
|
42
|
Creative Planning
Overland Park,
Kansas
|
$2.84M
|
+$15K
|
+236
|
+0.6%
|
|
|
43
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$2.52M
|
-$244K
|
-3,831
|
-9%
|
|
|
44
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.48M
|
+$828K
|
+13,023
|
+57%
|
|
|
45
|
Wells Fargo
San Francisco,
California
|
$2.43M
|
-$323K
|
-5,086
|
-12%
|
|
|
46
|
Empirical Wealth Management
Seattle,
Washington
|
$2.26M
|
-$185K
|
-2,909
|
-8%
|
|
|
47
|
Addison Advisors
Middlebury,
Vermont
|
$2.21M
|
+$2.07M
|
+32,488
|
New
|
|
|
48
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$2.19M
|
+$36.1K
|
+568
|
+2%
|
|
|
49
|
Collective Family Office
York,
Pennsylvania
|
$2.04M
|
+$1.91M
|
+29,956
|
New
|
|
|
50
|
CPWM LLC
Seattle,
Washington
|
$1.93M
|
–
|
–
|
–
|
|
