|
26
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$6.4M
|
+$6.34M
|
+230,090
|
New
|
|
|
27
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$6.36M
|
-$456K
|
-16,562
|
-7%
|
|
|
28
|
Opes Wealth Management
Menlo Park,
California
|
$6.07M
|
+$764K
|
+27,734
|
+15%
|
|
|
29
|
True North Advisors
Dallas,
Texas
|
$5.66M
|
+$61.9K
|
+2,246
|
+1%
|
|
|
30
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$5.24M
|
+$5.19M
|
+188,314
|
New
|
|
|
31
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$4.69M
|
–
|
–
|
–
|
|
|
32
|
Bank of America
Charlotte,
North Carolina
|
$4.54M
|
-$43.3K
|
-1,572
|
-1%
|
|
|
33
|
Cabot Wealth Management
Salem,
Massachusetts
|
$4.39M
|
-$21.4K
|
-778
|
-0.5%
|
|
|
34
|
UBS Group
Zurich,
Switzerland
|
$4.13M
|
+$172K
|
+6,260
|
+4%
|
|
|
35
|
Madison Wealth Management
Cincinnati,
Ohio
|
$4M
|
+$426K
|
+15,466
|
+12%
|
|
|
36
|
LPL Financial
San Diego,
California
|
$3.98M
|
+$975K
|
+35,386
|
+33%
|
|
|
37
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$3.71M
|
-$101K
|
-3,676
|
-3%
|
|
|
38
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$3.65M
|
–
|
–
|
–
|
|
|
39
|
Your Advocates Ltd
Houston,
Texas
|
$3.5M
|
-$46.1K
|
-1,672
|
-1%
|
|
|
40
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$2.99M
|
+$389K
|
+14,106
|
+15%
|
|
|
41
|
PrairieView Partners
St. Paul,
Minnesota
|
$2.93M
|
-$49.8K
|
-1,806
|
-2%
|
|
|
42
|
Bell Investment Advisors
Oakland,
California
|
$2.82M
|
+$394K
|
+14,318
|
+16%
|
|
|
43
|
Creative Planning
Overland Park,
Kansas
|
$2.78M
|
+$5.01K
|
+182
|
+0.2%
|
|
|
44
|
Reston Wealth Management
Reston,
Virginia
|
$2.76M
|
+$596K
|
+21,628
|
+28%
|
|
|
45
|
Mariner
Overland Park,
Kansas
|
$2.73M
|
+$109K
|
+3,962
|
+4%
|
|
|
46
|
Addison Advisors
Middlebury,
Vermont
|
$2.72M
|
–
|
–
|
–
|
|
|
47
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$2.59M
|
-$17.9K
|
-650
|
-0.7%
|
|
|
48
|
|
$2.28M
|
+$2.25M
|
+81,846
|
New
|
|
|
49
|
Frontier Wealth Management
Kansas City,
Missouri
|
$2.21M
|
+$6.56K
|
+238
|
+0.3%
|
|
|
50
|
Asset Dedication LLC
San Francisco,
California
|
$2.2M
|
+$15.3K
|
+556
|
+0.7%
|
|
