|
26
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.68M
|
+$104K
|
+4,712
|
+2%
|
|
|
27
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.56M
|
-$490K
|
-22,270
|
-10%
|
|
|
28
|
One Plus One Wealth Management
Jupiter,
Florida
|
$4.12M
|
+$1.73M
|
+78,702
|
+81%
|
|
|
29
|
Rothschild Investment LLC
Chicago,
Illinois
|
$4.1M
|
+$38.8K
|
+1,760
|
+1%
|
|
|
30
|
Foster & Motley
Cincinnati,
Ohio
|
$3.64M
|
-$243K
|
-11,039
|
-7%
|
|
|
31
|
Virtus Family Office
El Paso,
Texas
|
$3.28M
|
+$3.08M
|
+140,030
|
New
|
|
|
32
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.22M
|
-$3.44M
|
-156,315
|
-54%
|
|
|
33
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.93M
|
+$2M
|
+90,608
|
+260%
|
|
|
34
|
Fiduciary Trust
Boston,
Massachusetts
|
$2.87M
|
–
|
–
|
–
|
|
|
35
|
SigFig Wealth Management
San Francisco,
California
|
$2.75M
|
+$405K
|
+18,400
|
+19%
|
|
|
36
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$2.72M
|
-$23.9K
|
-1,084
|
-0.9%
|
|
|
37
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.46M
|
-$222K
|
-10,074
|
-9%
|
|
|
38
|
LMCG Investments
Boston,
Massachusetts
|
$2.42M
|
+$554K
|
+25,155
|
+32%
|
|
|
39
|
Creative Planning
Overland Park,
Kansas
|
$2.14M
|
-$8.02K
|
-364
|
-0.4%
|
|
|
40
|
Custom Index Systems
New York
|
$2.13M
|
+$1.13M
|
+51,465
|
+130%
|
|
|
41
|
Sepio Capital
Salt Lake City,
Utah
|
$2.04M
|
+$286
|
+13
|
+0%
|
|
|
42
|
Waverly Advisors
Birmingham,
Alabama
|
$1.93M
|
-$232K
|
-10,529
|
-11%
|
|
|
43
|
KWB Wealth
Redlands,
California
|
$1.92M
|
-$492K
|
-22,355
|
-20%
|
|
|
44
|
Avantax Advisory Services
Dallas,
Texas
|
$1.89M
|
-$64.1K
|
-2,910
|
-3%
|
|
|
45
|
Crossmark Global Holdings
Houston,
Texas
|
$1.88M
|
-$181K
|
-8,233
|
-9%
|
|
|
46
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.84M
|
+$98.3K
|
+4,463
|
+6%
|
|
|
47
|
|
$1.77M
|
-$3.14M
|
-142,413
|
-65%
|
|
|
48
|
Drive Wealth Management
Lehi,
Utah
|
$1.54M
|
+$4.56K
|
+207
|
+0.3%
|
|
|
49
|
Private Advisor Group
Morristown,
New Jersey
|
$1.42M
|
+$98.8K
|
+4,484
|
+8%
|
|
|
50
|
Integrated Advisors Network
Dallas,
Texas
|
$1.36M
|
+$838K
|
+38,057
|
+191%
|
|
