|
26
|
LPL Financial
San Diego,
California
|
$8.43M
|
-$3.52M
|
-75,191
|
-30%
|
|
|
27
|
Mason Investment Advisory Services
Reston,
Virginia
|
$7.73M
|
+$23.3K
|
+497
|
+0.3%
|
|
|
28
|
Country Trust Bank
Bloomington,
Illinois
|
$7.47M
|
+$43K
|
+919
|
+0.6%
|
|
|
29
|
Fairview Capital Investment Management
Greenbrae,
California
|
$7.2M
|
-$133K
|
-2,835
|
-2%
|
|
|
30
|
Equitable Holdings
New York
|
$7.16M
|
+$32.8K
|
+701
|
+0.5%
|
|
|
31
|
Total Wealth Planning
Cincinnati,
Ohio
|
$6.99M
|
-$68.6K
|
-1,466
|
-1%
|
|
|
32
|
RWA Wealth Partners
Newton,
Massachusetts
|
$6.62M
|
+$537K
|
+11,466
|
+9%
|
|
|
33
|
Bank of New York Mellon
New York
|
$6.56M
|
+$71.5K
|
+1,527
|
+1%
|
|
|
34
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$6.23M
|
+$320K
|
+6,830
|
+6%
|
|
|
35
|
Cypress Point Wealth Management
Dallas,
Texas
|
$6.05M
|
+$3.06M
|
+65,258
|
+106%
|
|
|
36
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.01M
|
+$309K
|
+6,600
|
+6%
|
|
|
37
|
Marathon Strategic Advisors
Pittsburgh,
Pennsylvania
|
$5.9M
|
+$116K
|
+2,483
|
+2%
|
|
|
38
|
Traveka Wealth
Los Altos,
California
|
$5.8M
|
-$214K
|
-4,571
|
-4%
|
|
|
39
|
HighTower Advisors
Chicago,
Illinois
|
$5.79M
|
+$709K
|
+15,148
|
+14%
|
|
|
40
|
Wells Fargo
San Francisco,
California
|
$5.53M
|
-$49.1K
|
-1,048
|
-0.9%
|
|
|
41
|
Asset Management One
Tokyo,
Japan
|
$5.44M
|
+$5.33M
|
+113,850
|
New
|
|
|
42
|
Strategic Financial Planning
Plano,
Texas
|
$5.33M
|
-$67.9K
|
-1,449
|
-1%
|
|
|
43
|
Avior Wealth Management
Omaha,
Nebraska
|
$5.25M
|
+$415K
|
+8,858
|
+9%
|
|
|
44
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$5.09M
|
+$2.48K
|
+53
|
+0%
|
|
|
45
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.02M
|
+$112K
|
+2,401
|
+2%
|
|
|
46
|
Upper Left Wealth Management
Tampa,
Florida
|
$5.01M
|
-$38.8K
|
-829
|
-0.8%
|
|
|
47
|
Vista Capital Partners
Portland,
Oregon
|
$4.63M
|
-$314K
|
-6,696
|
-6%
|
|
|
48
|
US Bancorp
Minneapolis,
Minnesota
|
$4.53M
|
+$698K
|
+14,907
|
+19%
|
|
|
49
|
Marotta Asset Management
Charlottesville,
Virginia
|
$4.48M
|
-$106K
|
-2,257
|
-2%
|
|
|
50
|
Arvest Investments
Lowell,
Arkansas
|
$4.39M
|
+$408K
|
+8,707
|
+10%
|
|
