|
26
|
Ballentine Partners
Waltham,
Massachusetts
|
$17.9M
|
+$625K
|
+25,301
|
+3%
|
|
|
27
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$17.5M
|
+$1.14M
|
+46,132
|
+6%
|
|
|
28
|
SCS Capital Management
Boston,
Massachusetts
|
$17.3M
|
-$309K
|
-12,523
|
-2%
|
|
|
29
|
LVW Advisors
Pittsford,
New York
|
$16.1M
|
-$1.72M
|
-69,579
|
-9%
|
|
|
30
|
|
$15.3M
|
+$16.8M
|
+681,631
|
New
|
|
|
31
|
Bogart Wealth LLC
Mclean,
Virginia
|
$15.2M
|
+$2.02M
|
+81,601
|
+14%
|
|
|
32
|
Radnor Financial Advisors
Wayne,
Pennsylvania
|
$14.8M
|
+$177K
|
+7,166
|
+1%
|
|
|
33
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$14.7M
|
+$4.13K
|
+167
|
+0%
|
|
|
34
|
Wealthspire Advisors (New York)
New York
|
$14.4M
|
+$697K
|
+28,208
|
+5%
|
|
|
35
|
UBS Group
Zurich,
Switzerland
|
$14.3M
|
-$637K
|
-25,763
|
-4%
|
|
|
36
|
Your Advocates Ltd
Houston,
Texas
|
$13.7M
|
+$5.01M
|
+202,802
|
+50%
|
|
|
37
|
INVST
Indianapolis,
Indiana
|
$13.3M
|
+$386K
|
+15,612
|
+3%
|
|
|
38
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$12.9M
|
+$2.62M
|
+106,066
|
+23%
|
|
|
39
|
Wells Fargo
San Francisco,
California
|
$11.5M
|
-$954K
|
-38,589
|
-7%
|
|
|
40
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$11.4M
|
-$12M
|
-484,892
|
-49%
|
|
|
41
|
FAS Wealth Partners
Leawood,
Kansas
|
$11.4M
|
-$427K
|
-17,290
|
-3%
|
|
|
42
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$11.1M
|
+$337K
|
+13,635
|
+3%
|
|
|
43
|
North Star Asset Management
Neenah,
Wisconsin
|
$11M
|
-$1.07M
|
-43,364
|
-8%
|
|
|
44
|
Bank of New York Mellon
New York
|
$11M
|
+$310K
|
+12,545
|
+3%
|
|
|
45
|
LPL Financial
San Diego,
California
|
$10.6M
|
-$93.3K
|
-3,776
|
-0.8%
|
|
|
46
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$10.5M
|
+$200K
|
+8,099
|
+2%
|
|
|
47
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$10.2M
|
-$152K
|
-6,139
|
-1%
|
|
|
48
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$9.93M
|
-$308K
|
-12,452
|
-3%
|
|
|
49
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$9.93M
|
-$308K
|
-12,452
|
-3%
|
|
|
50
|
Cresset Asset Management
Chicago,
Illinois
|
$9.75M
|
+$1.32M
|
+53,564
|
+14%
|
|
