|
26
|
Wechter Feldman Wealth Management
Parsippany,
New Jersey
|
$11.2M
|
+$539K
|
+5,365
|
+5%
|
|
|
27
|
Trilogy Capital
Irvine,
California
|
$10.2M
|
-$1.92M
|
-19,127
|
-16%
|
|
|
28
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$9.81M
|
-$673K
|
-6,696
|
-6%
|
|
|
29
|
The Family Firm
Bethesda,
Maryland
|
$9.7M
|
-$103K
|
-1,025
|
-1%
|
|
|
30
|
Alesco Advisors
Pittsford,
New York
|
$9.56M
|
+$1.22M
|
+12,123
|
+15%
|
|
|
31
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$9.26M
|
+$7.7M
|
+76,632
|
+477%
|
|
|
32
|
Rockland Trust
Hanover,
Massachusetts
|
$9.02M
|
+$1.35M
|
+13,411
|
+17%
|
|
|
33
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.82M
|
-$749K
|
-7,454
|
-8%
|
|
|
34
|
Portland Global Advisors
Portland,
Maine
|
$8.69M
|
+$1.6M
|
+15,955
|
+22%
|
|
|
35
|
Courier Capital
Buffalo,
New York
|
$8.64M
|
+$74.5K
|
+741
|
+0.9%
|
|
|
36
|
HNP Capital
Rochester,
New York
|
$8.64M
|
+$6.85M
|
+68,177
|
+385%
|
|
|
37
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$8.45M
|
+$430K
|
+4,277
|
+5%
|
|
|
38
|
Pasadena Private Wealth
Pasadena,
California
|
$8.44M
|
-$2.47M
|
-24,601
|
-23%
|
|
|
39
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$7.9M
|
+$280K
|
+2,790
|
+4%
|
|
|
40
|
Oppenheimer & Co
New York
|
$7.7M
|
-$231K
|
-2,298
|
-3%
|
|
|
41
|
Bank of New York Mellon
New York
|
$7.17M
|
-$1.11M
|
-11,078
|
-13%
|
|
|
42
|
Osaic Holdings
Scottsdale,
Arizona
|
$7M
|
+$130M
|
+1,296,171
|
New
|
|
|
43
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$6.79M
|
-$2.01M
|
-19,973
|
-23%
|
|
|
44
|
Element Pointe Advisors
Miami,
Florida
|
$6.34M
|
+$3.89M
|
+38,740
|
+157%
|
|
|
45
|
Cambridge Associates
Boston,
Massachusetts
|
$6.2M
|
–
|
–
|
–
|
|
|
46
|
Avidian Wealth Enterprises
Houston,
Texas
|
$6.12M
|
-$396K
|
-3,942
|
-6%
|
|
|
47
|
HighTower Advisors
Chicago,
Illinois
|
$5.98M
|
+$221K
|
+2,196
|
+4%
|
|
|
48
|
United Capital Financial Advisors
Irving,
Texas
|
$5.78M
|
-$1.2M
|
-11,901
|
-17%
|
|
|
49
|
Bridgeworth
Birmingham,
Alabama
|
$5.68M
|
+$496K
|
+4,931
|
+9%
|
|
|
50
|
Private Advisor Group
Morristown,
New Jersey
|
$5.63M
|
-$966K
|
-9,606
|
-15%
|
|
