|
26
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.1M
|
+$897K
|
+15,633
|
+6%
|
|
|
27
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$17.3M
|
+$13.8M
|
+240,364
|
+842%
|
|
|
28
|
Rockport Wealth
Fairview Park,
Ohio
|
$17.3M
|
+$1.44M
|
+25,078
|
+10%
|
|
|
29
|
Mariner
Overland Park,
Kansas
|
$16.1M
|
-$389K
|
-6,781
|
-3%
|
|
|
30
|
Mission Wealth Management
Santa Barbara,
California
|
$14.8M
|
+$12.1M
|
+210,268
|
+1,056%
|
|
|
31
|
Condor Capital Management
Martinsville,
New Jersey
|
$14.3M
|
-$392K
|
-6,837
|
-3%
|
|
|
32
|
Prasad Wealth Partners
Independence,
Ohio
|
$14.2M
|
-$6.41M
|
-111,795
|
-34%
|
|
|
33
|
AQR Capital Management
Greenwich,
Connecticut
|
$13.1M
|
–
|
–
|
–
|
|
|
34
|
Neville Rodie & Shaw
New York
|
$13.1M
|
+$74.6K
|
+1,300
|
+0.6%
|
|
|
35
|
Patten & Patten
Chattanooga,
Tennessee
|
$12.9M
|
+$1.04M
|
+18,173
|
+10%
|
|
|
36
|
Farther Finance Advisors
San Francisco,
California
|
$12.1M
|
-$447K
|
-7,798
|
-4%
|
|
|
37
|
Aventus Investment Advisors
Naples,
Florida
|
$11.8M
|
-$1.35M
|
-23,602
|
-11%
|
|
|
38
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$11.7M
|
+$46.5K
|
+811
|
+0.4%
|
|
|
39
|
Arax Advisory Partners
Denver,
Colorado
|
$11.7M
|
+$10.2M
|
+177,109
|
+4,840%
|
|
|
40
|
Stifel Financial
St. Louis,
Missouri
|
$11.3M
|
-$955K
|
-16,637
|
-9%
|
|
|
41
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$11M
|
+$1.53M
|
+26,664
|
+18%
|
|
|
42
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$10.8M
|
-$838K
|
-14,604
|
-8%
|
|
|
43
|
Yoder Wealth Management
Walnut Creek,
California
|
$10.4M
|
+$246K
|
+4,290
|
+3%
|
|
|
44
|
HB Wealth Management
Atlanta,
Georgia
|
$9.56M
|
-$6.37K
|
-111
|
-0.1%
|
|
|
45
|
Activest Wealth Management
Aventure,
Florida
|
$9.28M
|
-$336K
|
-5,853
|
-4%
|
|
|
46
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$9.23M
|
-$143K
|
-2,488
|
-2%
|
|
|
47
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$8.9M
|
-$10.8K
|
-188
|
-0.1%
|
|
|
48
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$8.67M
|
+$355K
|
+6,188
|
+5%
|
|
|
49
|
Cascade Wealth Advisors
Wenatchee,
Washington
|
$8.53M
|
-$54.2K
|
-944
|
-0.7%
|
|
|
50
|
Kestra Advisory Services
Austin,
Texas
|
$8.45M
|
-$749K
|
-13,054
|
-9%
|
|
