|
26
|
|
$2.34M
|
+$729K
|
+31,003
|
+45%
|
|
|
27
|
Penobscot Investment Management
Boston,
Massachusetts
|
$2.3M
|
+$618K
|
+26,300
|
+37%
|
|
|
28
|
First Western Trust Bank
Denver,
Colorado
|
$1.67M
|
+$1.18M
|
+50,225
|
+242%
|
|
|
29
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.53M
|
+$185K
|
+7,854
|
+14%
|
|
|
30
|
UBS Group
Zurich,
Switzerland
|
$1.52M
|
+$128K
|
+5,466
|
+9%
|
|
|
31
|
Talisman Wealth Advisors
Mountainside,
New Jersey
|
$1.48M
|
+$512K
|
+21,786
|
New
|
|
|
32
|
Keeler Thomas Management
Orem,
Utah
|
$1.48M
|
-$1.48M
|
-62,956
|
-50%
|
|
|
33
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$1.33M
|
+$1.33M
|
+56,671
|
New
|
|
|
34
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.12M
|
+$497K
|
+21,122
|
+80%
|
|
|
35
|
Focused Alpha LLC
Denver,
Colorado
|
$1.1M
|
+$126K
|
+5,381
|
+13%
|
|
|
36
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$993K
|
+$193K
|
+8,212
|
+24%
|
|
|
37
|
Lido Advisors
Los Angeles,
California
|
$957K
|
-$150K
|
-6,379
|
-14%
|
|
|
38
|
High Note Wealth
Deephaven,
Minnesota
|
$920K
|
+$419K
|
+17,838
|
+84%
|
|
|
39
|
Parallel Advisors
San Francisco,
California
|
$913K
|
+$770K
|
+32,766
|
+539%
|
|
|
40
|
Helen Stephens Group
Fort Worth,
Texas
|
$879K
|
+$373K
|
+15,872
|
+74%
|
|
|
41
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$839K
|
+$271K
|
+11,518
|
+48%
|
|
|
42
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$826K
|
+$104K
|
+4,435
|
+14%
|
|
|
43
|
Rebalance
Palo Alto,
California
|
$811K
|
+$12.1K
|
+514
|
+2%
|
|
|
44
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$743K
|
+$377K
|
+16,027
|
+103%
|
|
|
45
|
WrapManager Inc
Mill Valley,
California
|
$734K
|
-$86.5K
|
-3,681
|
-11%
|
|
|
46
|
Bullock Wealth Management
Bloomington,
Indiana
|
$660K
|
+$663K
|
+28,221
|
New
|
|
|
47
|
Walser Wealth Management
Tampa,
Florida
|
$639K
|
+$377K
|
+16,042
|
+144%
|
|
|
48
|
Stifel Financial
St. Louis,
Missouri
|
$636K
|
+$74.2K
|
+3,156
|
+13%
|
|
|
49
|
Beacon Pointe Advisors
Newport Beach,
California
|
$597K
|
+$109K
|
+4,630
|
+22%
|
|
|
50
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$566K
|
+$88.7K
|
+3,775
|
+19%
|
|
