|
26
|
RVW Wealth
Los Angeles,
California
|
$23.6M
|
+$1.23M
|
+51,233
|
+6%
|
|
|
27
|
Root Financial Partners
Encinitas,
California
|
$22.1M
|
+$3.43M
|
+143,010
|
+19%
|
|
|
28
|
West Financial Advisors
Des Moines,
Iowa
|
$21.6M
|
+$323K
|
+13,492
|
+2%
|
|
|
29
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$21.3M
|
+$2.96M
|
+123,437
|
+17%
|
|
|
30
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$20.5M
|
+$123K
|
+5,116
|
+0.6%
|
|
|
31
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.3M
|
+$2.28M
|
+95,199
|
+13%
|
|
|
32
|
RAM Investment Partners
Bellevue,
Washington
|
$20M
|
+$1.22M
|
+50,778
|
+7%
|
|
|
33
|
|
$19.2M
|
+$659K
|
+27,499
|
+4%
|
|
|
34
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$18.6M
|
-$12.5M
|
-523,543
|
-41%
|
|
|
35
|
Aveo Capital Partners
Englewood,
Colorado
|
$18.6M
|
+$638K
|
+26,614
|
+4%
|
|
|
36
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$18.4M
|
+$1.31M
|
+54,533
|
+8%
|
|
|
37
|
WPWealth
Fort Worth,
Texas
|
$17.7M
|
+$1.56M
|
+65,128
|
+10%
|
|
|
38
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$16.6M
|
+$64.6K
|
+2,694
|
+0.4%
|
|
|
39
|
Freedom Investment Management
Hartford,
Connecticut
|
$16.4M
|
-$140K
|
-5,852
|
-0.9%
|
|
|
40
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$16.3M
|
-$384K
|
-16,003
|
-2%
|
|
|
41
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$16M
|
+$137K
|
+5,722
|
+0.9%
|
|
|
42
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$15.4M
|
-$1.4M
|
-58,276
|
-9%
|
|
|
43
|
CPA Asset Management
West Palm Beach,
Florida
|
$15.3M
|
-$58.2K
|
-2,427
|
-0.4%
|
|
|
44
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$13.8M
|
+$677K
|
+28,264
|
+5%
|
|
|
45
|
Balyasny Asset Management
Chicago,
Illinois
|
$13.5M
|
+$8.2M
|
+342,229
|
+166%
|
|
|
46
|
Perigon Wealth Management
San Francisco,
California
|
$13.4M
|
+$2.66M
|
+111,066
|
+26%
|
|
|
47
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$13.4M
|
+$259K
|
+10,819
|
+2%
|
|
|
48
|
Colony Family Offices
Charlotte,
North Carolina
|
$12.9M
|
+$1.08M
|
+45,247
|
+10%
|
|
|
49
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$12.6M
|
+$544K
|
+22,712
|
+5%
|
|
|
50
|
Morling Financial Advisors
Fremont,
California
|
$12.6M
|
+$2.11M
|
+88,139
|
+21%
|
|
