|
26
|
Atlas Legacy Advisors
Los Angeles,
California
|
$5.12M
|
-$272K
|
-11,164
|
-5%
|
|
|
27
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.98M
|
+$23.7K
|
+971
|
+0.5%
|
|
|
28
|
One Plus One Wealth Management
Jupiter,
Florida
|
$4.64M
|
+$155K
|
+6,348
|
+4%
|
|
|
29
|
Rothschild Investment LLC
Chicago,
Illinois
|
$4.4M
|
-$49K
|
-2,010
|
-1%
|
|
|
30
|
Foster & Motley
Cincinnati,
Ohio
|
$3.8M
|
-$151K
|
-6,170
|
-4%
|
|
|
31
|
Axiom Financial Strategies
New Albany,
Indiana
|
$3.78M
|
+$3.63M
|
+148,714
|
New
|
|
|
32
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.65M
|
+$183K
|
+7,521
|
+6%
|
|
|
33
|
Custom Index Systems
New York
|
$3.64M
|
+$1.28M
|
+52,338
|
+58%
|
|
|
34
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$2.91M
|
-$50K
|
-2,049
|
-2%
|
|
|
35
|
SigFig Wealth Management
San Francisco,
California
|
$2.89M
|
-$87.6K
|
-3,591
|
-3%
|
|
|
36
|
LMCG Investments
Boston,
Massachusetts
|
$2.84M
|
+$203K
|
+8,309
|
+8%
|
|
|
37
|
Creative Planning
Overland Park,
Kansas
|
$2.62M
|
+$284K
|
+11,648
|
+13%
|
|
|
38
|
Financial Management Professionals
Austin,
Texas
|
$2.31M
|
+$2.22M
|
+90,963
|
New
|
|
|
39
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.29M
|
+$1.82M
|
+74,645
|
+479%
|
|
|
40
|
Sepio Capital
Salt Lake City,
Utah
|
$2.22M
|
+$732
|
+30
|
+0%
|
|
|
41
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.21M
|
+$2.12M
|
+86,869
|
New
|
|
|
42
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.17M
|
-$482K
|
-19,746
|
-19%
|
|
|
43
|
Waverly Advisors
Birmingham,
Alabama
|
$2.1M
|
-$1.24K
|
-51
|
-0.1%
|
|
|
44
|
KWB Wealth
Redlands,
California
|
$2.04M
|
-$28.9K
|
-1,183
|
-1%
|
|
|
45
|
MAI Capital Management
Independence,
Ohio
|
$2.03M
|
+$1.87M
|
+76,665
|
+2,318%
|
|
|
46
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.97M
|
-$30K
|
-1,228
|
-2%
|
|
|
47
|
Crossmark Global Holdings
Houston,
Texas
|
$1.91M
|
-$120K
|
-4,921
|
-6%
|
|
|
48
|
Mariner
Overland Park,
Kansas
|
$1.91M
|
+$837K
|
+34,299
|
+84%
|
|
|
49
|
ORG Partners
Roanoke,
Indiana
|
$1.86M
|
+$464K
|
+19,018
|
+35%
|
|
|
50
|
Drive Wealth Management
Lehi,
Utah
|
$1.75M
|
+$66.3K
|
+2,719
|
+4%
|
|
