|
26
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.91M
|
+$836K
|
+26,552
|
+12%
|
|
|
27
|
UBS Group
Zurich,
Switzerland
|
$6.89M
|
-$391K
|
-12,397
|
-5%
|
|
|
28
|
Mission Wealth Management
Santa Barbara,
California
|
$6.51M
|
-$15.4K
|
-488
|
-0.2%
|
|
|
29
|
Act Wealth Management
Plano,
Texas
|
$6.44M
|
+$1.12M
|
+35,571
|
+18%
|
|
|
30
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$6.35M
|
+$398K
|
+12,625
|
+6%
|
|
|
31
|
Capital Insight Partners
Scottsdale,
Arizona
|
$5.87M
|
-$18K
|
-572
|
-0.3%
|
|
|
32
|
Procyon Advisors
Shelton,
Connecticut
|
$5.86M
|
-$235K
|
-7,456
|
-3%
|
|
|
33
|
Peak Financial Management
Wellesley,
Massachusetts
|
$5.85M
|
+$233K
|
+7,409
|
+4%
|
|
|
34
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$5.85M
|
+$464K
|
+14,717
|
+8%
|
|
|
35
|
Portfolio Solutions
Royal Oak,
Michigan
|
$5.78M
|
-$127K
|
-4,034
|
-2%
|
|
|
36
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$5.6M
|
-$545K
|
-17,297
|
-8%
|
|
|
37
|
PrairieView Partners
St. Paul,
Minnesota
|
$5.03M
|
+$954K
|
+30,283
|
+20%
|
|
|
38
|
Stifel Financial
St. Louis,
Missouri
|
$4.93M
|
-$68.9K
|
-2,188
|
-1%
|
|
|
39
|
Empirical Wealth Management
Seattle,
Washington
|
$4.88M
|
+$301K
|
+9,569
|
+6%
|
|
|
40
|
Parcion Private Wealth
Bellevue,
Washington
|
$4.78M
|
-$3.28M
|
-104,014
|
-38%
|
|
|
41
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$4.77M
|
+$387K
|
+12,286
|
+8%
|
|
|
42
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$4.72M
|
+$842K
|
+26,715
|
+19%
|
|
|
43
|
One Capital Management
Westlake Village,
California
|
$4.53M
|
+$334K
|
+10,599
|
+7%
|
|
|
44
|
Tortoise Investment Management
White Plains,
New York
|
$4.49M
|
+$177K
|
+5,613
|
+4%
|
|
|
45
|
Symmetry Partners
Glastonbury,
Connecticut
|
$4.35M
|
–
|
–
|
–
|
|
|
46
|
Courage Miller Partners
Norfolk,
Virginia
|
$4.34M
|
+$91.9K
|
+2,917
|
+2%
|
|
|
47
|
Hancock Whitney
Gulfport,
Mississippi
|
$4.33M
|
+$1.16M
|
+36,673
|
+31%
|
|
|
48
|
Strategic Financial Planning
Plano,
Texas
|
$4.33M
|
+$188K
|
+5,983
|
+4%
|
|
|
49
|
Financial Consulate
Hunt Valley,
Maryland
|
$4.23M
|
-$6.39K
|
-203
|
-0.1%
|
|
|
50
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$4.21M
|
-$39K
|
-1,237
|
-0.8%
|
|
