|
26
|
Iconiq Capital
San Francisco,
California
|
$17.5M
|
-$21.5K
|
-625
|
-0.1%
|
|
|
27
|
PFS Investments
Duluth,
Georgia
|
$16.5M
|
-$44.4M
|
-1,291,700
|
-69%
|
|
|
28
|
Trilogy Capital
Irvine,
California
|
$15.8M
|
-$168K
|
-4,878
|
-0.9%
|
|
|
29
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$15.4M
|
+$17.6M
|
+512,524
|
+1,851%
|
|
|
30
|
|
$14.3M
|
+$17.3M
|
+502,487
|
New
|
|
|
31
|
Financial Engines Advisors
Santa Clara,
California
|
$14.2M
|
+$13.9M
|
+403,528
|
+431%
|
|
|
32
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$13.9M
|
+$2.72M
|
+79,147
|
+19%
|
|
|
33
|
AdvicePeriod
Los Angeles,
California
|
$12.7M
|
+$13.7M
|
+399,521
|
+841%
|
|
|
34
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$12.6M
|
+$10.7M
|
+311,553
|
+237%
|
|
|
35
|
Ballentine Partners
Waltham,
Massachusetts
|
$12.1M
|
+$7.64M
|
+222,361
|
+111%
|
|
|
36
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$10.9M
|
+$4.39M
|
+127,691
|
+50%
|
|
|
37
|
Balentine LLC
Atlanta,
Georgia
|
$10M
|
+$10.9M
|
+315,779
|
+848%
|
|
|
38
|
Parametric Portfolio Associates
Seattle,
Washington
|
$10M
|
+$10.9M
|
+315,779
|
+848%
|
|
|
39
|
Ameriprise
Minneapolis,
Minnesota
|
$9.76M
|
-$1.93M
|
-56,230
|
-14%
|
|
|
40
|
SigFig Wealth Management
San Francisco,
California
|
$9.52M
|
+$593K
|
+17,249
|
+5%
|
|
|
41
|
WealthSource Partners
San Luis Obispo,
California
|
$8.61M
|
-$8.86M
|
-257,748
|
-46%
|
|
|
42
|
First Horizon Advisors
Memphis,
Tennessee
|
$8.51M
|
-$1.73M
|
-50,183
|
-14%
|
|
|
43
|
ERn Financial LLC
Middleton,
Wisconsin
|
$8.35M
|
-$1.27M
|
-36,871
|
-11%
|
|
|
44
|
Xponance
Philadelphia,
Pennsylvania
|
$8.32M
|
-$3.24M
|
-94,265
|
-24%
|
|
|
45
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$7.99M
|
+$7.93M
|
+230,742
|
+460%
|
|
|
46
|
AE Wealth Management
Topeka,
Kansas
|
$7.58M
|
+$5.32M
|
+154,723
|
+138%
|
|
|
47
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$7.3M
|
+$672K
|
+19,532
|
+8%
|
|
|
48
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$7.21M
|
+$449K
|
+13,054
|
+5%
|
|
|
49
|
Financial Strategies Group
Okemos,
Michigan
|
$6.9M
|
+$1.06M
|
+30,814
|
+15%
|
|
|
50
|
VCU Investment Management
Richmond,
Virginia
|
$6.82M
|
+$1.19M
|
+34,719
|
+17%
|
|
