|
26
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$18.5M
|
-$1.15M
|
-64,779
|
-6%
|
|
|
27
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$18.3M
|
-$627K
|
-35,313
|
-3%
|
|
|
28
|
Mercer Global Advisors
Denver,
Colorado
|
$15.7M
|
+$15.2M
|
+857,847
|
New
|
|
|
29
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$14.9M
|
+$295K
|
+16,599
|
+2%
|
|
|
30
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$14.9M
|
+$5.07M
|
+285,423
|
+54%
|
|
|
31
|
PagnatoKarp Partners
Reston,
Virginia
|
$14.5M
|
-$1.29M
|
-72,756
|
-8%
|
|
|
32
|
Glassman Wealth Services
Vienna,
Virginia
|
$14.2M
|
-$1.68M
|
-94,638
|
-11%
|
|
|
33
|
Janiczek Wealth Management
Denver,
Colorado
|
$14.1M
|
+$1.83M
|
+103,131
|
+15%
|
|
|
34
|
L.J. Altfest & Co
New York
|
$14M
|
+$7.79M
|
+438,777
|
+133%
|
|
|
35
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$14M
|
-$1.02M
|
-57,387
|
-7%
|
|
|
36
|
Summit Asset Management
Memphis,
Tennessee
|
$13.2M
|
+$158K
|
+8,913
|
+1%
|
|
|
37
|
UBS Group
Zurich,
Switzerland
|
$12.9M
|
-$31.5M
|
-1,774,353
|
-71%
|
|
|
38
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$12.7M
|
+$878K
|
+49,464
|
+8%
|
|
|
39
|
Valentine Ventures
Bend,
Oregon
|
$12.6M
|
+$4.58M
|
+258,000
|
+59%
|
|
|
40
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$12.5M
|
-$2.77M
|
-156,267
|
-19%
|
|
|
41
|
Ameriprise
Minneapolis,
Minnesota
|
$12.2M
|
+$2.37M
|
+133,428
|
+25%
|
|
|
42
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$12.2M
|
-$429K
|
-24,162
|
-3%
|
|
|
43
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$11.6M
|
+$374K
|
+21,090
|
+3%
|
|
|
44
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$11.6M
|
+$365K
|
+20,586
|
+3%
|
|
|
45
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$11.5M
|
+$522K
|
+29,433
|
+5%
|
|
|
46
|
One Capital Management
Westlake Village,
California
|
$11.4M
|
-$930K
|
-52,422
|
-8%
|
|
|
47
|
GHP Investment Advisors
Denver,
Colorado
|
$11.3M
|
+$765K
|
+43,080
|
+7%
|
|
|
48
|
Atria Investments
Charlotte,
North Carolina
|
$10.8M
|
-$3.39M
|
-190,902
|
-24%
|
|
|
49
|
Denver PWM
Denver,
Colorado
|
$10.8M
|
+$232K
|
+13,074
|
+2%
|
|
|
50
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$10.7M
|
-$3.58M
|
-201,927
|
-26%
|
|
