|
26
|
|
$13.9M
|
-$298K
|
-8,674
|
-2%
|
|
|
27
|
JFG Wealth Management
Denver,
Colorado
|
$12.3M
|
+$377K
|
+10,974
|
+3%
|
|
|
28
|
UBS Group
Zurich,
Switzerland
|
$12.3M
|
+$1.93K
|
+56
|
+0%
|
|
|
29
|
Vise Technologies
New York
|
$11.1M
|
+$862K
|
+25,072
|
+9%
|
|
|
30
|
Act Wealth Management
Plano,
Texas
|
$10.3M
|
+$361K
|
+10,509
|
+4%
|
|
|
31
|
Charles Schwab Trust
Henderson,
Nevada
|
$9.99M
|
+$1.28M
|
+37,137
|
+15%
|
|
|
32
|
Jones Financial Companies
Des Peres,
Missouri
|
$9.17M
|
+$210K
|
+6,092
|
+2%
|
|
|
33
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$8.71M
|
+$346K
|
+10,049
|
+4%
|
|
|
34
|
Capital Insight Partners
Scottsdale,
Arizona
|
$8.7M
|
+$306K
|
+8,886
|
+4%
|
|
|
35
|
One Capital Management
Westlake Village,
California
|
$8.63M
|
-$209K
|
-6,077
|
-2%
|
|
|
36
|
Redwood Investment Management
Scottsdale,
Arizona
|
$8.34M
|
+$241
|
+7
|
+0%
|
|
|
37
|
Tortoise Investment Management
White Plains,
New York
|
$8.28M
|
+$1.06M
|
+30,865
|
+15%
|
|
|
38
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$8.14M
|
-$222K
|
-6,461
|
-3%
|
|
|
39
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$7.87M
|
+$447K
|
+12,984
|
+6%
|
|
|
40
|
LPL Financial
San Diego,
California
|
$7.47M
|
-$125K
|
-3,635
|
-2%
|
|
|
41
|
West Paces Advisors
Atlanta,
Georgia
|
$7.11M
|
-$234K
|
-6,799
|
-3%
|
|
|
42
|
Valmark Advisers
Akron,
Ohio
|
$7.01M
|
-$7.81K
|
-227
|
-0.1%
|
|
|
43
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$6.99M
|
-$14.8K
|
-431
|
-0.2%
|
|
|
44
|
Mission Wealth Management
Santa Barbara,
California
|
$6.63M
|
-$46.8K
|
-1,362
|
-0.7%
|
|
|
45
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$6.57M
|
+$111K
|
+3,227
|
+2%
|
|
|
46
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$6.51M
|
-$105K
|
-3,055
|
-2%
|
|
|
47
|
PrairieView Partners
St. Paul,
Minnesota
|
$6.45M
|
-$179K
|
-5,207
|
-3%
|
|
|
48
|
Strategic Financial Planning
Plano,
Texas
|
$6.42M
|
-$20K
|
-582
|
-0.3%
|
|
|
49
|
Courage Miller Partners
Norfolk,
Virginia
|
$6.4M
|
+$72.4K
|
+2,104
|
+1%
|
|
|
50
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$6.35M
|
+$1.41M
|
+41,138
|
+30%
|
|
