|
26
|
Kestra Advisory Services
Austin,
Texas
|
$8.45M
|
-$265K
|
-6,137
|
-3%
|
|
|
27
|
Mason Investment Advisory Services
Reston,
Virginia
|
$7.45M
|
-$366K
|
-8,472
|
-5%
|
|
|
28
|
Country Trust Bank
Bloomington,
Illinois
|
$7.18M
|
-$48.9K
|
-1,133
|
-0.7%
|
|
|
29
|
Fairview Capital Investment Management
Greenbrae,
California
|
$7.09M
|
+$31.1K
|
+720
|
+0.5%
|
|
|
30
|
Equitable Holdings
New York
|
$6.89M
|
+$465K
|
+10,777
|
+8%
|
|
|
31
|
Total Wealth Planning
Cincinnati,
Ohio
|
$6.82M
|
+$374K
|
+8,664
|
+6%
|
|
|
32
|
Bank of New York Mellon
New York
|
$6.27M
|
-$75.9K
|
-1,757
|
-1%
|
|
|
33
|
RWA Wealth Partners
Newton,
Massachusetts
|
$5.87M
|
+$5.49M
|
+127,184
|
New
|
|
|
34
|
Traveka Wealth
Los Altos,
California
|
$5.82M
|
+$67.1K
|
+1,555
|
+1%
|
|
|
35
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$5.7M
|
+$551K
|
+12,756
|
+12%
|
|
|
36
|
Marathon Strategic Advisors
Pittsburgh,
Pennsylvania
|
$5.59M
|
+$203K
|
+4,694
|
+4%
|
|
|
37
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.5M
|
+$235K
|
+5,440
|
+5%
|
|
|
38
|
Wells Fargo
San Francisco,
California
|
$5.39M
|
-$108K
|
-2,494
|
-2%
|
|
|
39
|
Focus Partners Wealth
Boston,
Massachusetts
|
$5.25M
|
+$3.13M
|
+72,514
|
+176%
|
|
|
40
|
Strategic Financial Planning
Plano,
Texas
|
$5.22M
|
-$10.4K
|
-242
|
-0.2%
|
|
|
41
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$4.92M
|
+$354K
|
+8,188
|
+8%
|
|
|
42
|
HighTower Advisors
Chicago,
Illinois
|
$4.9M
|
+$4.12M
|
+95,337
|
+875%
|
|
|
43
|
Upper Left Wealth Management
Tampa,
Florida
|
$4.88M
|
-$59.5K
|
-1,377
|
-1%
|
|
|
44
|
Vista Capital Partners
Portland,
Oregon
|
$4.79M
|
+$1.99M
|
+46,097
|
+80%
|
|
|
45
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.74M
|
+$1.85M
|
+42,858
|
+72%
|
|
|
46
|
Avior Wealth Management
Omaha,
Nebraska
|
$4.66M
|
+$147K
|
+3,400
|
+3%
|
|
|
47
|
AWM Capital
Phoenix,
Arizona
|
$4.51M
|
-$2.1M
|
-48,738
|
-33%
|
|
|
48
|
Marotta Asset Management
Charlottesville,
Virginia
|
$4.43M
|
+$75.3K
|
+1,745
|
+2%
|
|
|
49
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.4M
|
+$1.67M
|
+38,664
|
+64%
|
|
|
50
|
Financial Alternatives
La Jolla,
California
|
$4.21M
|
+$72.6K
|
+1,682
|
+2%
|
|
