|
26
|
|
$11.4M
|
-$447K
|
-13,390
|
-4%
|
|
|
27
|
Vise Technologies
New York
|
$11.4M
|
+$489K
|
+14,667
|
+5%
|
|
|
28
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$9.61M
|
+$1.14M
|
+34,254
|
+14%
|
|
|
29
|
Redwood Investment Management
Scottsdale,
Arizona
|
$9.46M
|
+$866K
|
+25,964
|
+10%
|
|
|
30
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$9.04M
|
+$1.44M
|
+43,034
|
+19%
|
|
|
31
|
Act Wealth Management
Plano,
Texas
|
$8.18M
|
-$169K
|
-5,064
|
-2%
|
|
|
32
|
Procyon Advisors
Shelton,
Connecticut
|
$7.66M
|
+$109K
|
+3,255
|
+1%
|
|
|
33
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.48M
|
+$13K
|
+389
|
+0.2%
|
|
|
34
|
Capital Insight Partners
Scottsdale,
Arizona
|
$7.33M
|
+$127K
|
+3,817
|
+2%
|
|
|
35
|
Mission Wealth Management
Santa Barbara,
California
|
$7.22M
|
-$264K
|
-7,921
|
-4%
|
|
|
36
|
Peak Financial Management
Wellesley,
Massachusetts
|
$7.1M
|
+$72.5K
|
+2,172
|
+1%
|
|
|
37
|
Jones Financial Companies
Des Peres,
Missouri
|
$7.07M
|
-$352K
|
-10,559
|
-5%
|
|
|
38
|
West Paces Advisors
Atlanta,
Georgia
|
$7.01M
|
-$2.73M
|
-81,754
|
-28%
|
|
|
39
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$7M
|
+$433K
|
+12,976
|
+7%
|
|
|
40
|
Charles Schwab Trust
Henderson,
Nevada
|
$6.83M
|
+$1.23M
|
+36,846
|
+22%
|
|
|
41
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$6.49M
|
-$21.5K
|
-645
|
-0.3%
|
|
|
42
|
PrairieView Partners
St. Paul,
Minnesota
|
$6.43M
|
-$29K
|
-868
|
-0.5%
|
|
|
43
|
Empirical Wealth Management
Seattle,
Washington
|
$6.37M
|
-$23.7K
|
-710
|
-0.4%
|
|
|
44
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$6.11M
|
-$375K
|
-11,235
|
-6%
|
|
|
45
|
Bell Investment Advisors
Oakland,
California
|
$5.88M
|
-$17.6K
|
-527
|
-0.3%
|
|
|
46
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$5.79M
|
+$322K
|
+9,644
|
+6%
|
|
|
47
|
Tortoise Investment Management
White Plains,
New York
|
$5.77M
|
+$22K
|
+658
|
+0.4%
|
|
|
48
|
Symmetry Partners
Glastonbury,
Connecticut
|
$5.62M
|
–
|
–
|
–
|
|
|
49
|
Hancock Whitney
Gulfport,
Mississippi
|
$5.58M
|
-$3.6M
|
-107,768
|
-39%
|
|
|
50
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$5.57M
|
-$5.36M
|
-160,638
|
-49%
|
|
