|
26
|
Asset Dedication LLC
San Francisco,
California
|
$3.83M
|
-$338K
|
-11,130
|
-8%
|
|
|
27
|
PrairieView Partners
St. Paul,
Minnesota
|
$3.65M
|
+$22.5K
|
+741
|
+0.6%
|
|
|
28
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$3.64M
|
+$179K
|
+5,898
|
+5%
|
|
|
29
|
United Capital Financial Advisors
Irving,
Texas
|
$3.61M
|
-$348K
|
-11,448
|
-9%
|
|
|
30
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.27M
|
-$145K
|
-4,768
|
-4%
|
|
|
31
|
Biltmore Family Office
Charlotte,
North Carolina
|
$3.13M
|
-$96.9K
|
-3,185
|
-3%
|
|
|
32
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$3.08M
|
+$322K
|
+10,574
|
+11%
|
|
|
33
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.65M
|
+$2.73M
|
+89,781
|
New
|
|
|
34
|
Mosaic Financial Partners
San Francisco,
California
|
$2.26M
|
+$580K
|
+19,083
|
+33%
|
|
|
35
|
Advisornet Financial
Minnetonka,
Minnesota
|
$2.2M
|
+$547K
|
+17,985
|
+32%
|
|
|
36
|
HighTower Advisors
Chicago,
Illinois
|
$1.73M
|
+$502K
|
+16,505
|
+39%
|
|
|
37
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.62M
|
–
|
–
|
–
|
|
|
38
|
BOK Financial
Tulsa,
Oklahoma
|
$1.29M
|
+$1.33M
|
+43,708
|
New
|
|
|
39
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$1.25M
|
-$9.62M
|
-316,350
|
-88%
|
|
|
40
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$1.23M
|
+$1.27M
|
+41,690
|
New
|
|
|
41
|
Callan Capital
La Jolla,
California
|
$1.18M
|
-$83.4K
|
-2,742
|
-6%
|
|
|
42
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$1.11M
|
+$43.8K
|
+1,441
|
+4%
|
|
|
43
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$1.09M
|
-$87.8K
|
-2,887
|
-7%
|
|
|
44
|
Cornerstone Management
Duluth,
Georgia
|
$945K
|
–
|
–
|
–
|
|
|
45
|
LVW Advisors
Pittsford,
New York
|
$925K
|
+$140K
|
+4,598
|
+17%
|
|
|
46
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$784K
|
+$6.08K
|
+200
|
+0.8%
|
|
|
47
|
Madison Investment Holdings
Madison,
Wisconsin
|
$765K
|
+$37.4K
|
+1,230
|
+5%
|
|
|
48
|
SOL Capital Management
Rockville,
Maryland
|
$716K
|
+$9.12K
|
+300
|
+1%
|
|
|
49
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$688K
|
–
|
–
|
–
|
|
|
50
|
Geneos Wealth Management
Englewood,
Colorado
|
$675K
|
+$696K
|
+22,883
|
New
|
|
