|
26
|
Heritage Financial Services
Westwood,
Massachusetts
|
$167M
|
-$31.3M
|
-939,636
|
-17%
|
|
|
27
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$165M
|
-$1.47M
|
-44,089
|
-1%
|
|
|
28
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$164M
|
-$331K
|
-9,932
|
-0.2%
|
|
|
29
|
Pure Financial Advisors
San Diego,
California
|
$156M
|
+$92.7K
|
+2,778
|
+0.1%
|
|
|
30
|
Cardiff Park Advisors
Carlsbad,
California
|
$152M
|
-$78.3K
|
-2,348
|
-0.1%
|
|
|
31
|
Austin Asset Management
Austin,
Texas
|
$150M
|
+$6.27M
|
+188,037
|
+5%
|
|
|
32
|
Asset Dedication LLC
San Francisco,
California
|
$150M
|
+$7.26M
|
+217,638
|
+5%
|
|
|
33
|
|
$147M
|
-$4.31M
|
-129,327
|
-3%
|
|
|
34
|
AWM Capital
Phoenix,
Arizona
|
$146M
|
+$43.6M
|
+1,307,094
|
+47%
|
|
|
35
|
TFO Wealth Partners
Maumee,
Ohio
|
$145M
|
-$1.11M
|
-33,379
|
-0.8%
|
|
|
36
|
Evanson Asset Management
Carmel,
California
|
$143M
|
+$3.65M
|
+109,514
|
+3%
|
|
|
37
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$141M
|
-$2.61M
|
-78,107
|
-2%
|
|
|
38
|
Symmetry Partners
Glastonbury,
Connecticut
|
$140M
|
+$8.12M
|
+243,357
|
+7%
|
|
|
39
|
Mariner
Overland Park,
Kansas
|
$134M
|
+$6.54M
|
+195,981
|
+6%
|
|
|
40
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$131M
|
+$2.66M
|
+79,622
|
+2%
|
|
|
41
|
Onyx Financial Advisors
Idaho Falls,
Idaho
|
$129M
|
+$2M
|
+59,993
|
+2%
|
|
|
42
|
Triune Financial Partners
Overland Park,
Kansas
|
$129M
|
-$2.18M
|
-65,466
|
-2%
|
|
|
43
|
Stratos Investment Management
Beachwood,
Ohio
|
$127M
|
+$7.41M
|
+222,115
|
+7%
|
|
|
44
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$126M
|
-$2.93M
|
-87,729
|
-2%
|
|
|
45
|
United Wealth Management
Charlottesville,
Virginia
|
$126M
|
+$2.44M
|
+73,025
|
+2%
|
|
|
46
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$125M
|
+$492K
|
+14,752
|
+0.4%
|
|
|
47
|
von Borstel & Associates
The Dalles,
Oregon
|
$123M
|
+$10.4M
|
+311,718
|
+10%
|
|
|
48
|
NewEdge Advisors
New Orleans,
Louisiana
|
$122M
|
-$16.3M
|
-489,975
|
-13%
|
|
|
49
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$121M
|
+$3.31M
|
+99,260
|
+3%
|
|
|
50
|
DecisionPoint Financial
Mesa,
Arizona
|
$121M
|
+$5.61M
|
+168,254
|
+5%
|
|
