|
26
|
|
$6.78M
|
-$163K
|
-3,755
|
-2%
|
|
|
27
|
Payne Capital Management
New York
|
$6.67M
|
+$7.3M
|
+168,590
|
New
|
|
|
28
|
Mason Investment Advisory Services
Reston,
Virginia
|
$6.48M
|
+$757K
|
+17,484
|
+12%
|
|
|
29
|
Bank of New York Mellon
New York
|
$6.36M
|
-$213K
|
-4,921
|
-3%
|
|
|
30
|
Valmark Advisers
Akron,
Ohio
|
$6.24M
|
+$12.9K
|
+297
|
+0.2%
|
|
|
31
|
Fairview Capital Investment Management
Greenbrae,
California
|
$6.17M
|
+$126K
|
+2,911
|
+2%
|
|
|
32
|
LPL Financial
San Diego,
California
|
$5.91M
|
+$480K
|
+11,075
|
+8%
|
|
|
33
|
Equitable Holdings
New York
|
$5.63M
|
+$136K
|
+3,130
|
+2%
|
|
|
34
|
Total Wealth Planning
Cincinnati,
Ohio
|
$5.45M
|
+$328K
|
+7,577
|
+6%
|
|
|
35
|
Wells Fargo
San Francisco,
California
|
$5.18M
|
+$757K
|
+17,481
|
+15%
|
|
|
36
|
Country Trust Bank
Bloomington,
Illinois
|
$4.92M
|
-$392K
|
-9,050
|
-7%
|
|
|
37
|
AWM Capital
Phoenix,
Arizona
|
$4.73M
|
-$260K
|
-6,004
|
-5%
|
|
|
38
|
US Bancorp
Minneapolis,
Minnesota
|
$4.68M
|
-$1.39M
|
-32,198
|
-21%
|
|
|
39
|
Traveka Wealth
Los Altos,
California
|
$4.59M
|
+$411K
|
+9,494
|
+9%
|
|
|
40
|
Marathon Strategic Advisors
Pittsburgh,
Pennsylvania
|
$4.55M
|
+$398K
|
+9,197
|
+9%
|
|
|
41
|
Strategic Financial Planning
Plano,
Texas
|
$4.49M
|
+$300K
|
+6,926
|
+7%
|
|
|
42
|
Upper Left Wealth Management
Tampa,
Florida
|
$4.37M
|
+$82.2K
|
+1,898
|
+2%
|
|
|
43
|
Sequoia Financial Advisors
Akron,
Ohio
|
$4.12M
|
+$4.51M
|
+104,082
|
New
|
|
|
44
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$4.05M
|
-$289K
|
-6,671
|
-6%
|
|
|
45
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$3.95M
|
-$232K
|
-5,364
|
-5%
|
|
|
46
|
Marotta Asset Management
Charlottesville,
Virginia
|
$3.79M
|
+$97.3K
|
+2,248
|
+2%
|
|
|
47
|
Avior Wealth Management
Omaha,
Nebraska
|
$3.73M
|
+$341K
|
+7,883
|
+9%
|
|
|
48
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.66M
|
-$24.5K
|
-565
|
-0.6%
|
|
|
49
|
LPWM LLC
Minneapolis,
Minnesota
|
$3.57M
|
+$763K
|
+17,632
|
+24%
|
|
|
50
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$3.52M
|
+$131K
|
+3,022
|
+4%
|
|
