|
26
|
AWM Capital
Phoenix,
Arizona
|
$230M
|
+$14.1M
|
+330,122
|
+7%
|
|
|
27
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$224M
|
+$221K
|
+5,164
|
+0.1%
|
|
|
28
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$219M
|
+$1.14M
|
+26,682
|
+0.5%
|
|
|
29
|
GeoWealth Management
Chicago,
Illinois
|
$217M
|
-$2.52M
|
-59,012
|
-1%
|
|
|
30
|
Modera Wealth Management
Westwood,
New Jersey
|
$213M
|
-$871K
|
-20,365
|
-0.4%
|
|
|
31
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$200M
|
+$20.1M
|
+469,207
|
+12%
|
|
|
32
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$198M
|
+$2.24M
|
+52,341
|
+1%
|
|
|
33
|
Asset Dedication LLC
San Francisco,
California
|
$198M
|
+$280K
|
+6,539
|
+0.1%
|
|
|
34
|
|
$196M
|
-$1.41M
|
-32,849
|
-0.7%
|
|
|
35
|
Osaic Holdings
Scottsdale,
Arizona
|
$192M
|
+$87.6M
|
+2,047,997
|
+90%
|
|
|
36
|
Stratos Investment Management
Beachwood,
Ohio
|
$188M
|
+$2.86M
|
+66,954
|
+2%
|
|
|
37
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$188M
|
+$9.12M
|
+213,234
|
+5%
|
|
|
38
|
Park Avenue Securities
New York
|
$186M
|
+$15M
|
+350,588
|
+9%
|
|
|
39
|
Pure Financial Advisors
San Diego,
California
|
$182M
|
-$3.54M
|
-82,840
|
-2%
|
|
|
40
|
DecisionPoint Financial
Mesa,
Arizona
|
$180M
|
+$11.5M
|
+269,833
|
+7%
|
|
|
41
|
Austin Asset Management
Austin,
Texas
|
$178M
|
-$1.44M
|
-33,761
|
-0.8%
|
|
|
42
|
Evanson Financial
Mclean,
Virginia
|
$176M
|
+$170M
|
+3,978,431
|
New
|
|
|
43
|
Burton Enright Welch
Walnut Creek,
California
|
$176M
|
+$9.95M
|
+232,530
|
+6%
|
|
|
44
|
Corient Private Wealth
Miami,
Florida
|
$175M
|
-$11.5M
|
-269,885
|
-6%
|
|
|
45
|
Rockbridge Investment Management
Syracuse,
New York
|
$170M
|
+$1.16M
|
+27,177
|
+0.7%
|
|
|
46
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$170M
|
+$1.66M
|
+38,758
|
+1%
|
|
|
47
|
Onyx Financial Advisors
Idaho Falls,
Idaho
|
$168M
|
+$4.61M
|
+107,747
|
+3%
|
|
|
48
|
Triune Financial Partners
Overland Park,
Kansas
|
$167M
|
+$3.86M
|
+90,262
|
+2%
|
|
|
49
|
United Wealth Management
Charlottesville,
Virginia
|
$167M
|
+$531K
|
+12,404
|
+0.3%
|
|
|
50
|
Cardiff Park Advisors
Carlsbad,
California
|
$167M
|
-$3.15M
|
-73,556
|
-2%
|
|
