|
26
|
White Wing Wealth Management
The Wodlands,
Texas
|
$1.68M
|
+$1.67M
|
+33,076
|
New
|
|
|
27
|
FMB Wealth Management
Westlake Village,
California
|
$1.51M
|
+$418K
|
+8,255
|
+38%
|
|
|
28
|
Citadel Advisors
Miami,
Florida
|
$1.43M
|
+$1.43M
|
+28,280
|
New
|
|
|
29
|
Creative Planning
Overland Park,
Kansas
|
$1.38M
|
+$612K
|
+12,077
|
+80%
|
|
|
30
|
SJS Investment Consulting
Sylvania,
Ohio
|
$886K
|
+$885K
|
+17,486
|
New
|
|
|
31
|
Index Fund Advisors
Irvine,
California
|
$774K
|
+$774K
|
+15,283
|
New
|
|
|
32
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$545K
|
+$262K
|
+5,175
|
+93%
|
|
|
33
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$340K
|
+$131K
|
+2,581
|
+63%
|
|
|
34
|
Evanson Asset Management
Carmel,
California
|
$323K
|
–
|
–
|
–
|
|
|
35
|
Financial Symmetry
Raleigh,
North Carolina
|
$317K
|
+$316K
|
+6,247
|
New
|
|
|
36
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$296K
|
+$52.8K
|
+1,043
|
+22%
|
|
|
37
|
Cypress Point Wealth Management
Dallas,
Texas
|
$296K
|
+$3.54K
|
+70
|
+1%
|
|
|
38
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$261K
|
+$58.2K
|
+1,150
|
+29%
|
|
|
39
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$258K
|
+$258K
|
+5,089
|
New
|
|
|
40
|
Dravo Bay
Rehoboth Beach,
Delaware
|
$253K
|
+$253K
|
+4,988
|
New
|
|
|
41
|
Envestnet Asset Management
Chicago,
Illinois
|
$214K
|
-$4.6M
|
-90,868
|
-96%
|
|
|
42
|
Apella Capital
West Hartford,
Connecticut
|
$200K
|
+$200K
|
+3,950
|
New
|
|
|
43
|
LAM Group
Lake Oswego,
Oregon
|
$128K
|
+$5.57K
|
+110
|
+5%
|
|
|
44
|
Kings Path Partners
Sugar Land,
Texas
|
$126K
|
+$126K
|
+2,485
|
New
|
|
|
45
|
UBS Group
Zurich,
Switzerland
|
$101K
|
+$101K
|
+2,000
|
New
|
|
|
46
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$76K
|
+$10.2K
|
+202
|
+15%
|
|
|
47
|
Penserra Capital Management
Orinda,
California
|
$8K
|
+$7.95K
|
+157
|
New
|
|
|
48
|
Flow Traders U.S.
New York
|
–
|
-$256K
|
-5,062
|
Closed
|
|
|
49
|
Meredith Wealth Planning
Maryville,
Illinois
|
–
|
-$221K
|
-4,365
|
Closed
|
|
|
50
|
Allworth Financial
Folsom,
California
|
–
|
-$5.07K
|
-100
|
Closed
|
|
