|
26
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$11.3M
|
+$971K
|
+28,648
|
+9%
|
|
|
27
|
New York Life Investment Management
New York
|
$11.2M
|
+$4.42M
|
+130,344
|
+60%
|
|
|
28
|
JFG Wealth Management
Denver,
Colorado
|
$10.9M
|
+$62.4K
|
+1,841
|
+0.5%
|
|
|
29
|
Vise Technologies
New York
|
$10.5M
|
-$377K
|
-11,141
|
-3%
|
|
|
30
|
|
$10.5M
|
-$450K
|
-13,272
|
-4%
|
|
|
31
|
|
$10.3M
|
-$83.4M
|
-2,460,788
|
-89%
|
|
|
32
|
Redwood Investment Management
Scottsdale,
Arizona
|
$9.05M
|
–
|
–
|
–
|
|
|
33
|
Act Wealth Management
Plano,
Texas
|
$8.26M
|
-$26.2K
|
-773
|
-0.3%
|
|
|
34
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$8.16M
|
-$37.2K
|
-1,097
|
-0.4%
|
|
|
35
|
Charles Schwab Trust
Henderson,
Nevada
|
$7.51M
|
+$754K
|
+22,247
|
+11%
|
|
|
36
|
Capital Insight Partners
Scottsdale,
Arizona
|
$7.38M
|
+$272K
|
+8,021
|
+4%
|
|
|
37
|
Robinswood Financial
Kirkland,
Washington
|
$7.36M
|
-$644K
|
-18,997
|
-8%
|
|
|
38
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$7.33M
|
+$436K
|
+12,863
|
+6%
|
|
|
39
|
Jones Financial Companies
Des Peres,
Missouri
|
$7.25M
|
+$589K
|
+17,375
|
+8%
|
|
|
40
|
Mission Wealth Management
Santa Barbara,
California
|
$6.39M
|
-$148K
|
-4,369
|
-2%
|
|
|
41
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$6.33M
|
+$482K
|
+14,227
|
+8%
|
|
|
42
|
West Paces Advisors
Atlanta,
Georgia
|
$6.25M
|
+$8.81K
|
+260
|
+0.1%
|
|
|
43
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$6.06M
|
-$31K
|
-914
|
-0.5%
|
|
|
44
|
Valmark Advisers
Akron,
Ohio
|
$6M
|
+$124K
|
+3,663
|
+2%
|
|
|
45
|
Tortoise Investment Management
White Plains,
New York
|
$5.94M
|
+$317K
|
+9,343
|
+5%
|
|
|
46
|
LPL Financial
San Diego,
California
|
$5.85M
|
+$4.21M
|
+124,123
|
+216%
|
|
|
47
|
PrairieView Partners
St. Paul,
Minnesota
|
$5.79M
|
-$127K
|
-3,740
|
-2%
|
|
|
48
|
One Capital Management
Westlake Village,
California
|
$5.74M
|
+$1.03M
|
+30,256
|
+20%
|
|
|
49
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$5.64M
|
+$300K
|
+8,850
|
+5%
|
|
|
50
|
Bell Investment Advisors
Oakland,
California
|
$5.51M
|
-$114K
|
-3,359
|
-2%
|
|
