|
26
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3.39M
|
+$340K
|
+12,280
|
+11%
|
|
|
27
|
Morningstar Investment Management
Chicago,
Illinois
|
$3.22M
|
+$80.2K
|
+2,895
|
+3%
|
|
|
28
|
RHS Financial
San Francisco,
California
|
$3.12M
|
+$49.8K
|
+1,799
|
+2%
|
|
|
29
|
Asset Dedication LLC
San Francisco,
California
|
$2.54M
|
+$110K
|
+3,979
|
+4%
|
|
|
30
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$2.28M
|
+$2.31M
|
+83,353
|
New
|
|
|
31
|
Gilbert & Cook
West Des Moines,
Iowa
|
$2.18M
|
-$11.7K
|
-422
|
-0.5%
|
|
|
32
|
Intelligence Driven Advisers
Carlsbad,
California
|
$2.06M
|
+$870K
|
+31,416
|
+72%
|
|
|
33
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$2.04M
|
-$31.9K
|
-1,151
|
-2%
|
|
|
34
|
Huber Financial Advisors
Lincolnshire,
Illinois
|
$1.95M
|
+$1.12M
|
+40,364
|
+130%
|
|
|
35
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$1.91M
|
-$55.7K
|
-2,012
|
-3%
|
|
|
36
|
Financial Engines Advisors
Santa Clara,
California
|
$1.76M
|
-$41.4K
|
-1,493
|
-2%
|
|
|
37
|
Waverly Advisors
Birmingham,
Alabama
|
$1.72M
|
–
|
–
|
–
|
|
|
38
|
|
$1.66M
|
+$711K
|
+25,688
|
+74%
|
|
|
39
|
Opes Wealth Management
Menlo Park,
California
|
$1.64M
|
+$79.1K
|
+2,857
|
+5%
|
|
|
40
|
SPC Financial Inc
Rockville,
Maryland
|
$1.63M
|
+$554K
|
+20,011
|
+51%
|
|
|
41
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1.61M
|
-$35.1K
|
-1,268
|
-2%
|
|
|
42
|
Gratus Capital
Atlanta,
Georgia
|
$1.6M
|
+$11K
|
+396
|
+0.7%
|
|
|
43
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.59M
|
+$1.62M
|
+58,519
|
New
|
|
|
44
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$1.55M
|
–
|
–
|
–
|
|
|
45
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$1.52M
|
+$96.4K
|
+3,479
|
+7%
|
|
|
46
|
Atria Investments
Charlotte,
North Carolina
|
$1.48M
|
+$135K
|
+4,862
|
+10%
|
|
|
47
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1.43M
|
-$85.1K
|
-3,072
|
-6%
|
|
|
48
|
Focus Financial Network
Minneapolis,
Minnesota
|
$1.41M
|
+$294K
|
+10,618
|
+26%
|
|
|
49
|
Empirical Wealth Management
Seattle,
Washington
|
$1.39M
|
+$1.05M
|
+37,850
|
+291%
|
|
|
50
|
Premia Global Advisors
Coral Gables,
Florida
|
$1.22M
|
-$91.7K
|
-3,310
|
-7%
|
|
