|
26
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$26.4M
|
+$178K
|
+6,906
|
+0.7%
|
|
|
27
|
United Capital Financial Advisors
Irving,
Texas
|
$25.9M
|
+$209K
|
+8,132
|
+0.8%
|
|
|
28
|
Corrigan Financial
Middletown,
Rhode Island
|
$25.7M
|
+$111K
|
+4,302
|
+0.4%
|
|
|
29
|
Vivaldi Capital Management
Chicago,
Illinois
|
$25.6M
|
-$2.84M
|
-110,356
|
-10%
|
|
|
30
|
Domani Wealth
Lancaster,
Pennsylvania
|
$24.8M
|
+$718K
|
+27,930
|
+3%
|
|
|
31
|
Avidian Wealth Enterprises
Houston,
Texas
|
$23.6M
|
+$9.78M
|
+380,326
|
+71%
|
|
|
32
|
Mariner
Overland Park,
Kansas
|
$22.9M
|
+$877K
|
+34,112
|
+4%
|
|
|
33
|
Morningstar Investment Management
Chicago,
Illinois
|
$22.7M
|
-$5.33M
|
-207,336
|
-19%
|
|
|
34
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$22.5M
|
-$3.77M
|
-146,536
|
-14%
|
|
|
35
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$22.5M
|
+$5.61M
|
+218,206
|
+33%
|
|
|
36
|
Renaissance Technologies
New York
|
$21.1M
|
+$6.21M
|
+241,400
|
+42%
|
|
|
37
|
WestHill Financial Advisors
San Rafael,
California
|
$20.8M
|
+$20.8M
|
+808,120
|
New
|
|
|
38
|
Roundview Capital
Princeton,
New Jersey
|
$19.4M
|
+$794K
|
+30,860
|
+4%
|
|
|
39
|
Act Two Investors
Santa Cruz,
California
|
$19.1M
|
+$2.15M
|
+83,650
|
+13%
|
|
|
40
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$17.3M
|
+$17.3M
|
+671,730
|
New
|
|
|
41
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$16.7M
|
-$4.13M
|
-160,798
|
-20%
|
|
|
42
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.9M
|
+$3M
|
+116,574
|
+23%
|
|
|
43
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$15M
|
+$421K
|
+16,356
|
+3%
|
|
|
44
|
Marotta Asset Management
Charlottesville,
Virginia
|
$14.7M
|
+$846K
|
+32,918
|
+6%
|
|
|
45
|
Strategic Wealth Management
Kirkland,
Washington
|
$14.4M
|
–
|
–
|
–
|
|
|
46
|
HighTower Advisors
Chicago,
Illinois
|
$14M
|
+$124K
|
+4,818
|
+0.9%
|
|
|
47
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$13.9M
|
+$14M
|
+542,526
|
New
|
|
|
48
|
Cahill Financial Advisors
Edina,
Minnesota
|
$13.6M
|
+$146K
|
+5,676
|
+1%
|
|
|
49
|
|
$13.5M
|
-$5.49M
|
-213,408
|
-29%
|
|
|
50
|
Courage Miller Partners
Norfolk,
Virginia
|
$13.1M
|
+$665K
|
+25,848
|
+5%
|
|
