|
26
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$12.9M
|
+$12.9M
|
+128,539
|
New
|
|
|
27
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$12.4M
|
+$435K
|
+4,340
|
+4%
|
|
|
28
|
Trilogy Capital
Irvine,
California
|
$12.1M
|
-$652K
|
-6,498
|
-5%
|
|
|
29
|
American Money Management
Rancho Santa Fe,
California
|
$11.4M
|
+$352K
|
+3,514
|
+3%
|
|
|
30
|
Pasadena Private Wealth
Pasadena,
California
|
$10.9M
|
-$10.8K
|
-108
|
-0.1%
|
|
|
31
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$10.7M
|
+$10.7M
|
+106,649
|
New
|
|
|
32
|
Wechter Feldman Wealth Management
Parsippany,
New Jersey
|
$10.7M
|
-$102K
|
-1,018
|
-0.9%
|
|
|
33
|
The Family Firm
Bethesda,
Maryland
|
$9.88M
|
+$241K
|
+2,403
|
+3%
|
|
|
34
|
Hilltop Holdings
Dallas,
Texas
|
$9.71M
|
+$9.67M
|
+96,373
|
New
|
|
|
35
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.64M
|
+$1.33M
|
+13,277
|
+16%
|
|
|
36
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$8.85M
|
+$32.9K
|
+328
|
+0.4%
|
|
|
37
|
Courier Capital
Buffalo,
New York
|
$8.58M
|
+$46.8K
|
+467
|
+0.6%
|
|
|
38
|
|
$8.49M
|
+$1.7M
|
+16,994
|
+25%
|
|
|
39
|
Alesco Advisors
Pittsford,
New York
|
$8.42M
|
+$789K
|
+7,865
|
+10%
|
|
|
40
|
Bank of New York Mellon
New York
|
$8.35M
|
+$532K
|
+5,304
|
+7%
|
|
|
41
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$8.09M
|
+$1.25M
|
+12,487
|
+18%
|
|
|
42
|
Oppenheimer & Co
New York
|
$7.99M
|
+$1.14M
|
+11,379
|
+17%
|
|
|
43
|
Quattro Financial Advisors
The Woodlands,
Texas
|
$7.93M
|
–
|
–
|
–
|
|
|
44
|
Rockland Trust
Hanover,
Massachusetts
|
$7.74M
|
+$1.01M
|
+10,030
|
+15%
|
|
|
45
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$7.68M
|
+$1.42M
|
+14,124
|
+23%
|
|
|
46
|
Portland Global Advisors
Portland,
Maine
|
$7.15M
|
+$7.12M
|
+71,011
|
New
|
|
|
47
|
United Capital Financial Advisors
Irving,
Texas
|
$7.03M
|
+$507K
|
+5,056
|
+8%
|
|
|
48
|
Private Advisor Group
Morristown,
New Jersey
|
$6.64M
|
-$126K
|
-1,259
|
-2%
|
|
|
49
|
Avidian Wealth Enterprises
Houston,
Texas
|
$6.57M
|
-$166K
|
-1,650
|
-2%
|
|
|
50
|
Cambridge Associates
Boston,
Massachusetts
|
$6.25M
|
–
|
–
|
–
|
|
