|
26
|
UBS Group
Zurich,
Switzerland
|
$38.3M
|
-$22.3K
|
-771
|
-0.1%
|
|
|
27
|
Spinnaker Investment Group
Newport Beach,
California
|
$36.6M
|
+$1.23M
|
+42,461
|
+4%
|
|
|
28
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$35.3M
|
+$21.6M
|
+747,269
|
+178%
|
|
|
29
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$33.7M
|
+$1.67M
|
+57,638
|
+5%
|
|
|
30
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$33.5M
|
+$708K
|
+24,445
|
+2%
|
|
|
31
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$32.5M
|
+$1.33M
|
+46,001
|
+4%
|
|
|
32
|
Mission Wealth Management
Santa Barbara,
California
|
$31.9M
|
+$3.74M
|
+129,082
|
+14%
|
|
|
33
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$29.3M
|
-$164K
|
-5,679
|
-0.6%
|
|
|
34
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$29.1M
|
+$3.07M
|
+106,105
|
+12%
|
|
|
35
|
Mather Group
Chicago,
Illinois
|
$28.5M
|
-$59.7K
|
-2,060
|
-0.2%
|
|
|
36
|
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
|
$26.5M
|
+$8.81M
|
+304,290
|
+53%
|
|
|
37
|
Chico Wealth RIA
Chico,
California
|
$25.6M
|
+$1.14M
|
+39,419
|
+5%
|
|
|
38
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.4M
|
+$3.53M
|
+121,953
|
+17%
|
|
|
39
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$25.1M
|
+$1.42M
|
+48,868
|
+6%
|
|
|
40
|
|
$25M
|
-$66.8K
|
-2,308
|
-0.3%
|
|
|
41
|
Larson Financial Group
St Louis,
Missouri
|
$24.4M
|
-$1.45M
|
-50,195
|
-6%
|
|
|
42
|
Pure Financial Advisors
San Diego,
California
|
$24.4M
|
+$3.95M
|
+136,323
|
+20%
|
|
|
43
|
Pioneer Wealth Management Group
Austin,
Texas
|
$24.3M
|
+$3.24M
|
+111,871
|
+16%
|
|
|
44
|
MAI Capital Management
Independence,
Ohio
|
$24.2M
|
+$10.7M
|
+369,624
|
+86%
|
|
|
45
|
LRI Investments
Palm Beach Gardens,
Florida
|
$24.2M
|
+$23.2M
|
+799,709
|
New
|
|
|
46
|
Brighton Jones LLC
Seattle,
Washington
|
$23.7M
|
+$1.85M
|
+63,744
|
+9%
|
|
|
47
|
Creative Planning
Overland Park,
Kansas
|
$22.1M
|
-$745K
|
-25,721
|
-3%
|
|
|
48
|
NewEdge Advisors
New Orleans,
Louisiana
|
$22M
|
+$6.84M
|
+236,070
|
+48%
|
|
|
49
|
Monument Group Wealth Advisors
Concord,
Massachusetts
|
$21.7M
|
+$2.28M
|
+78,809
|
+12%
|
|
|
50
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$21.3M
|
+$551K
|
+19,013
|
+3%
|
|
