|
26
|
Coastline Trust
Providence,
Rhode Island
|
$12.1M
|
+$1.76M
|
+22,155
|
+17%
|
|
|
27
|
LPL Financial
San Diego,
California
|
$12M
|
-$988K
|
-12,425
|
-7%
|
|
|
28
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.95M
|
+$794K
|
+9,979
|
+8%
|
|
|
29
|
UBS Group
Zurich,
Switzerland
|
$8.54M
|
+$324K
|
+4,074
|
+4%
|
|
|
30
|
Running Point Capital Advisors
El Segundo,
California
|
$8.17M
|
-$200K
|
-2,518
|
-2%
|
|
|
31
|
Verde Capital Management
Clarkston,
Michigan
|
$7.04M
|
-$31K
|
-390
|
-0.4%
|
|
|
32
|
Avidian Wealth Enterprises
Houston,
Texas
|
$5.59M
|
+$3.63M
|
+45,598
|
+172%
|
|
|
33
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$5.56M
|
+$417K
|
+5,247
|
+8%
|
|
|
34
|
Axiom Financial Strategies
New Albany,
Indiana
|
$5.54M
|
+$167K
|
+2,102
|
+3%
|
|
|
35
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.45M
|
+$351K
|
+4,411
|
+7%
|
|
|
36
|
Global Endowment Management
Charlotte,
North Carolina
|
$5.42M
|
-$1.51M
|
-19,000
|
-21%
|
|
|
37
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.41M
|
-$2.12M
|
-26,676
|
-28%
|
|
|
38
|
United Capital Financial Advisors
Irving,
Texas
|
$5.34M
|
-$1.43M
|
-17,966
|
-21%
|
|
|
39
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$5.16M
|
+$451K
|
+5,672
|
+9%
|
|
|
40
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$4.6M
|
–
|
–
|
–
|
|
|
41
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$4.47M
|
+$4.59M
|
+57,658
|
New
|
|
|
42
|
First Mercantile Trust
Cordova,
Tennessee
|
$4.4M
|
+$21.7K
|
+273
|
+0.5%
|
|
|
43
|
Prentice Wealth Management
Rochester,
New York
|
$4.25M
|
+$4.36M
|
+54,784
|
New
|
|
|
44
|
Bridgecreek Investment Management
Tulsa,
Oklahoma
|
$4.21M
|
+$4.32M
|
+54,375
|
New
|
|
|
45
|
Wilshire Advisors
Santa Monica,
California
|
$4.17M
|
+$609K
|
+7,658
|
+17%
|
|
|
46
|
American Portfolios Advisors
Holbrook,
New York
|
$4.04M
|
+$291K
|
+3,663
|
+8%
|
|
|
47
|
Avior Wealth Management
Omaha,
Nebraska
|
$4.04M
|
+$610K
|
+7,675
|
+17%
|
|
|
48
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$4.01M
|
+$1.72M
|
+21,609
|
+72%
|
|
|
49
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.96M
|
+$900K
|
+11,313
|
+28%
|
|
|
50
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$3.88M
|
+$1.64M
|
+20,566
|
+70%
|
|
