|
26
|
Mason Investment Advisory Services
Reston,
Virginia
|
$6.87M
|
+$237K
|
+5,886
|
+4%
|
|
|
27
|
Valmark Advisers
Akron,
Ohio
|
$6.73M
|
+$349K
|
+8,691
|
+6%
|
|
|
28
|
Country Trust Bank
Bloomington,
Illinois
|
$6.34M
|
+$1.3M
|
+32,302
|
+26%
|
|
|
29
|
Fairview Capital Investment Management
Greenbrae,
California
|
$6.19M
|
-$123K
|
-3,069
|
-2%
|
|
|
30
|
LPL Financial
San Diego,
California
|
$6.1M
|
+$60.2K
|
+1,497
|
+1%
|
|
|
31
|
AWM Capital
Phoenix,
Arizona
|
$5.92M
|
+$1.08M
|
+26,941
|
+23%
|
|
|
32
|
Total Wealth Planning
Cincinnati,
Ohio
|
$5.63M
|
+$59K
|
+1,468
|
+1%
|
|
|
33
|
Equitable Holdings
New York
|
$5.61M
|
-$150K
|
-3,728
|
-3%
|
|
|
34
|
Bank of New York Mellon
New York
|
$5.56M
|
-$938K
|
-23,331
|
-15%
|
|
|
35
|
Traveka Wealth
Los Altos,
California
|
$5.04M
|
+$343K
|
+8,524
|
+7%
|
|
|
36
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$5M
|
+$854K
|
+21,237
|
+21%
|
|
|
37
|
Wells Fargo
San Francisco,
California
|
$4.83M
|
-$461K
|
-11,454
|
-9%
|
|
|
38
|
Marathon Strategic Advisors
Pittsburgh,
Pennsylvania
|
$4.71M
|
+$55.4K
|
+1,377
|
+1%
|
|
|
39
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.6M
|
+$858K
|
+21,340
|
+23%
|
|
|
40
|
Strategic Financial Planning
Plano,
Texas
|
$4.59M
|
+$2.49K
|
+62
|
+0.1%
|
|
|
41
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$4.48M
|
+$439K
|
+10,908
|
+11%
|
|
|
42
|
Marotta Asset Management
Charlottesville,
Virginia
|
$4.42M
|
-$90.4K
|
-2,248
|
-2%
|
|
|
43
|
Upper Left Wealth Management
Tampa,
Florida
|
$4.33M
|
-$137K
|
-3,403
|
-3%
|
|
|
44
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$3.98M
|
+$380K
|
+9,454
|
+11%
|
|
|
45
|
TownSquare Capital
Provo,
Utah
|
$3.95M
|
+$381K
|
+9,465
|
+11%
|
|
|
46
|
Avior Wealth Management
Omaha,
Nebraska
|
$3.95M
|
+$132K
|
+3,286
|
+3%
|
|
|
47
|
LPWM LLC
Minneapolis,
Minnesota
|
$3.91M
|
+$258K
|
+6,405
|
+7%
|
|
|
48
|
Financial Alternatives
La Jolla,
California
|
$3.62M
|
+$230K
|
+5,726
|
+7%
|
|
|
49
|
Arvest Investments
Lowell,
Arkansas
|
$3.43M
|
+$77K
|
+1,916
|
+2%
|
|
|
50
|
Gradient Capital Advisors
San Diego,
California
|
$3.06M
|
+$252K
|
+6,255
|
+9%
|
|
