|
26
|
Portland Global Advisors
Portland,
Maine
|
$44.1M
|
-$6.54M
|
-225,313
|
-13%
|
|
|
27
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$41.7M
|
+$3.94M
|
+135,777
|
+10%
|
|
|
28
|
|
$41.3M
|
+$3.71M
|
+127,596
|
+10%
|
|
|
29
|
AssetMark Inc
Concord,
California
|
$39.8M
|
+$8.01M
|
+275,776
|
+25%
|
|
|
30
|
Castleark Management
Chicago,
Illinois
|
$38.7M
|
–
|
–
|
–
|
|
|
31
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$37.7M
|
-$269K
|
-9,269
|
-0.7%
|
|
|
32
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$34M
|
+$2.84M
|
+97,769
|
+9%
|
|
|
33
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$29.4M
|
+$160K
|
+5,515
|
+0.5%
|
|
|
34
|
Triad Wealth Partners
Lawrence,
Kansas
|
$29.3M
|
+$29.5M
|
+1,015,011
|
New
|
|
|
35
|
Crane Advisory
Fullerton,
California
|
$28.8M
|
+$204K
|
+7,015
|
+0.7%
|
|
|
36
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$28.5M
|
+$6.38M
|
+219,730
|
+29%
|
|
|
37
|
1888 Investments
Denver,
Colorado
|
$28.4M
|
-$22.1M
|
-759,990
|
-44%
|
|
|
38
|
Creative Financial Designs
Kokomo,
Indiana
|
$27.3M
|
-$2.54M
|
-87,533
|
-8%
|
|
|
39
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$25.9M
|
+$1.23M
|
+42,181
|
+5%
|
|
|
40
|
Raymond James Financial
St Petersburg,
Florida
|
$25.8M
|
+$77.6K
|
+2,673
|
+0.3%
|
|
|
41
|
Park Avenue Securities
New York
|
$25.2M
|
+$181K
|
+6,233
|
+0.7%
|
|
|
42
|
Nelson Capital Management
Menlo Park,
California
|
$25.1M
|
-$455K
|
-15,662
|
-2%
|
|
|
43
|
UBS Group
Zurich,
Switzerland
|
$23.7M
|
+$1.19M
|
+41,106
|
+5%
|
|
|
44
|
WorthPointe
La Jolla,
California
|
$21.9M
|
+$1.59M
|
+54,895
|
+8%
|
|
|
45
|
|
$21.7M
|
-$3.86M
|
-133,046
|
-15%
|
|
|
46
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$21.7M
|
+$3.22M
|
+110,787
|
+17%
|
|
|
47
|
D.J. St. Germain
Springfield,
Massachusetts
|
$20.7M
|
+$2.06M
|
+70,821
|
+11%
|
|
|
48
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$20.3M
|
-$3.36M
|
-115,841
|
-14%
|
|
|
49
|
Evergreen Capital Management
Bellevue,
Washington
|
$20.2M
|
-$1.03M
|
-35,372
|
-5%
|
|
|
50
|
Gradient Investments
Arden Hills,
Minnesota
|
$20.2M
|
+$2.26M
|
+77,866
|
+13%
|
|
