|
26
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.8M
|
+$2.58M
|
+35,633
|
+31%
|
|
|
27
|
Wavelength Capital Management
Westport,
Connecticut
|
$10.7M
|
+$174K
|
+2,408
|
+2%
|
|
|
28
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.5M
|
+$2.76M
|
+38,127
|
+34%
|
|
|
29
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$10.4M
|
+$2.28M
|
+31,448
|
+27%
|
|
|
30
|
Fairview Capital Investment Management
Greenbrae,
California
|
$10M
|
-$3.27M
|
-45,217
|
-24%
|
|
|
31
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$8.77M
|
+$565K
|
+7,795
|
+7%
|
|
|
32
|
Creative Planning
Overland Park,
Kansas
|
$8.71M
|
+$8.72M
|
+120,431
|
+2,805%
|
|
|
33
|
Systelligence LLC
Bloomington,
Minnesota
|
$8.52M
|
+$1.68M
|
+23,203
|
+23%
|
|
|
34
|
Highland Private Wealth Management
Bellevue,
Washington
|
$8.35M
|
+$4.38M
|
+60,541
|
+103%
|
|
|
35
|
|
$8.31M
|
+$3.88M
|
+53,578
|
+82%
|
|
|
36
|
McIlrath & Eck
Arlington,
Washington
|
$8.29M
|
+$829K
|
+11,441
|
+11%
|
|
|
37
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$8.04M
|
+$2.18M
|
+30,093
|
+35%
|
|
|
38
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$7.76M
|
+$393K
|
+5,431
|
+5%
|
|
|
39
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.6M
|
-$398K
|
-5,492
|
-5%
|
|
|
40
|
Global Endowment Management
Charlotte,
North Carolina
|
$7.26M
|
–
|
–
|
–
|
|
|
41
|
Coastline Trust
Providence,
Rhode Island
|
$7.2M
|
-$4.39M
|
-60,637
|
-37%
|
|
|
42
|
UBS Group
Zurich,
Switzerland
|
$6.96M
|
-$1.14M
|
-15,781
|
-14%
|
|
|
43
|
Running Point Capital Advisors
El Segundo,
California
|
$6.79M
|
-$1.25M
|
-17,194
|
-15%
|
|
|
44
|
|
$6.45M
|
-$22.1M
|
-305,801
|
-77%
|
|
|
45
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$6.41M
|
+$413K
|
+5,709
|
+7%
|
|
|
46
|
American Trust
Lexington,
Kentucky
|
$6.31M
|
+$3.26M
|
+45,043
|
+99%
|
|
|
47
|
FDx Advisors
Chicago,
Illinois
|
$6.29M
|
+$6.52M
|
+90,013
|
New
|
|
|
48
|
Modera Wealth Management
Westwood,
New Jersey
|
$5.86M
|
+$3M
|
+41,427
|
+97%
|
|
|
49
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$5.86M
|
+$1.52M
|
+20,973
|
+33%
|
|
|
50
|
Avidian Wealth Enterprises
Houston,
Texas
|
$5.75M
|
-$544K
|
-7,511
|
-8%
|
|
