|
26
|
Morningstar Investment Services
Chicago,
Illinois
|
$11.7M
|
+$6.98M
|
+237,908
|
+150%
|
|
|
27
|
Foster & Motley
Cincinnati,
Ohio
|
$11.1M
|
+$654K
|
+22,292
|
+6%
|
|
|
28
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.7M
|
+$4.87M
|
+166,058
|
+84%
|
|
|
29
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$10.2M
|
+$3.82M
|
+130,090
|
+60%
|
|
|
30
|
Advisornet Financial
Minnetonka,
Minnesota
|
$9.05M
|
+$1.82M
|
+62,178
|
+25%
|
|
|
31
|
INVST
Indianapolis,
Indiana
|
$8.78M
|
-$1.18M
|
-40,256
|
-12%
|
|
|
32
|
Windham Capital Management
Boston,
Massachusetts
|
$8.4M
|
+$8.39M
|
+285,884
|
New
|
|
|
33
|
Beacon Wealthcare Inc
Raleigh,
North Carolina
|
$8.13M
|
+$108K
|
+3,694
|
+1%
|
|
|
34
|
Financial Consulate
Hunt Valley,
Maryland
|
$7.96M
|
-$661K
|
-22,538
|
-8%
|
|
|
35
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$7.67M
|
+$512K
|
+17,450
|
+7%
|
|
|
36
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$7.51M
|
-$903K
|
-30,778
|
-11%
|
|
|
37
|
LVW Advisors
Pittsford,
New York
|
$7.15M
|
+$1.5M
|
+51,214
|
+27%
|
|
|
38
|
Sterling Investment Management
Tucson,
Arizona
|
$7.11M
|
+$665K
|
+22,664
|
+10%
|
|
|
39
|
SFMG Wealth Advisors
Plano,
Texas
|
$6.67M
|
-$3.64M
|
-124,212
|
-35%
|
|
|
40
|
First Merchants Corp
Muncie,
Indiana
|
$6.28M
|
-$155K
|
-5,278
|
-2%
|
|
|
41
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$6.04M
|
+$543K
|
+18,528
|
+10%
|
|
|
42
|
Avidian Wealth Enterprises
Houston,
Texas
|
$6M
|
+$4.7M
|
+160,220
|
+365%
|
|
|
43
|
Freedom Investment Management
Hartford,
Connecticut
|
$5.37M
|
-$261K
|
-8,902
|
-5%
|
|
|
44
|
AE Wealth Management
Topeka,
Kansas
|
$5.36M
|
+$5.34M
|
+182,222
|
New
|
|
|
45
|
Bank of America
Charlotte,
North Carolina
|
$5.34M
|
+$116K
|
+3,940
|
+2%
|
|
|
46
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$5.3M
|
+$354K
|
+12,078
|
+7%
|
|
|
47
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$5.28M
|
+$5.27M
|
+179,728
|
New
|
|
|
48
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$4.92M
|
+$1.72M
|
+58,680
|
+54%
|
|
|
49
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$4.78M
|
-$97.8K
|
-3,334
|
-2%
|
|
|
50
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$4.63M
|
+$709K
|
+24,184
|
+18%
|
|
