|
26
|
GeoWealth Management
Chicago,
Illinois
|
$5.63M
|
-$8.1M
|
-302,165
|
-59%
|
|
|
27
|
Brio Consultants
San Francisco,
California
|
$5.19M
|
+$62.4K
|
+2,329
|
+1%
|
|
|
28
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$4.11M
|
-$37.5K
|
-1,400
|
-0.9%
|
|
|
29
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$3.84M
|
+$2.14K
|
+80
|
+0.1%
|
|
|
30
|
Atria Investments
Charlotte,
North Carolina
|
$3.79M
|
+$859K
|
+32,065
|
+29%
|
|
|
31
|
Acropolis Investment Management
St. Louis,
Missouri
|
$3.68M
|
+$149K
|
+5,570
|
+4%
|
|
|
32
|
SigFig Wealth Management
San Francisco,
California
|
$3.34M
|
-$90.8K
|
-3,389
|
-3%
|
|
|
33
|
Horizon Family Wealth
Chicago,
Illinois
|
$3.15M
|
+$568K
|
+21,186
|
+22%
|
|
|
34
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$2.96M
|
+$241K
|
+8,981
|
+9%
|
|
|
35
|
Creative Planning
Overland Park,
Kansas
|
$2.82M
|
+$5.73K
|
+214
|
+0.2%
|
|
|
36
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.73M
|
+$446K
|
+16,638
|
+20%
|
|
|
37
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.68M
|
+$19.3K
|
+719
|
+0.7%
|
|
|
38
|
|
$2.49M
|
+$2.49M
|
+93,055
|
New
|
|
|
39
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$2.16M
|
+$153K
|
+5,726
|
+8%
|
|
|
40
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$2.09M
|
-$1.58K
|
-59
|
-0.1%
|
|
|
41
|
|
$2.02M
|
-$72K
|
-2,689
|
-3%
|
|
|
42
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$1.81M
|
+$55.1K
|
+2,055
|
+3%
|
|
|
43
|
Farther Finance Advisors
San Francisco,
California
|
$1.74M
|
+$450K
|
+16,804
|
+35%
|
|
|
44
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$1.7M
|
-$228K
|
-8,499
|
-12%
|
|
|
45
|
DFPG Investments
Sandy,
Utah
|
$1.61M
|
+$42K
|
+1,568
|
+3%
|
|
|
46
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$1.58M
|
+$3.32K
|
+124
|
+0.2%
|
|
|
47
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.54M
|
+$283K
|
+10,559
|
+22%
|
|
|
48
|
Colony Group
Boston,
Massachusetts
|
$1.47M
|
-$5.76K
|
-215
|
-0.4%
|
|
|
49
|
LPL Financial
San Diego,
California
|
$1.29M
|
-$4.89M
|
-182,384
|
-79%
|
|
|
50
|
SageView Advisory Group
Newport Beach,
California
|
$1.2M
|
-$192K
|
-7,157
|
-14%
|
|
