|
1
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$50.1M
|
+$42M
|
+1,425,887
|
+532%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$37.8M
|
+$32.2M
|
+1,092,986
|
+592%
|
|
|
3
|
Eaton Vance Management
Boston,
Massachusetts
|
$34.5M
|
+$31.8M
|
+1,080,100
|
+1,223%
|
|
|
4
|
Evoke Wealth
Los Angeles,
California
|
$24.4M
|
+$3M
|
+102,015
|
+14%
|
|
|
5
|
Spinnaker Investment Group
Newport Beach,
California
|
$23.8M
|
+$23.9M
|
+810,479
|
New
|
|
|
6
|
Mather Group
Chicago,
Illinois
|
$16.1M
|
+$6.9M
|
+234,386
|
+76%
|
|
|
7
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$14.1M
|
+$11.8M
|
+402,080
|
+539%
|
|
|
8
|
Sequoia Financial Advisors
Akron,
Ohio
|
$13M
|
+$13M
|
+441,006
|
New
|
|
|
9
|
Waypoint Wealth Partners
Mill Valley,
California
|
$12.8M
|
+$12.7M
|
+432,300
|
New
|
|
|
10
|
Northland Capital Management
Virginia,
Minnesota
|
$11.3M
|
+$11.2M
|
+381,636
|
New
|
|
|
11
|
|
$11.1M
|
+$3.28M
|
+111,285
|
+42%
|
|
|
12
|
Crown Wealth Group
Charlotte,
North Carolina
|
$10.6M
|
+$10.5M
|
+357,190
|
New
|
|
|
13
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$10M
|
-$199K
|
-6,760
|
-2%
|
|
|
14
|
RVW Wealth
Los Angeles,
California
|
$9.12M
|
+$7.82M
|
+265,416
|
+619%
|
|
|
15
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$8.63M
|
+$1.59M
|
+54,026
|
+23%
|
|
|
16
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$8.4M
|
+$8.37M
|
+284,215
|
New
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.95M
|
+$463K
|
+15,730
|
+6%
|
|
|
18
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$7.32M
|
+$7.29M
|
+247,536
|
New
|
|
|
19
|
MJP Associates
Farmington,
Connecticut
|
$7.13M
|
+$150K
|
+5,103
|
+2%
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$6.91M
|
+$267K
|
+9,075
|
+4%
|
|
|
21
|
McIlrath & Eck
Arlington,
Washington
|
$6.72M
|
+$2.87M
|
+97,512
|
+75%
|
|
|
22
|
Arete Wealth Advisors
Chicago,
Illinois
|
$5.81M
|
+$204K
|
+6,911
|
+4%
|
|
|
23
|
Adams Chetwood Wealth Management
Durham,
North Carolina
|
$5.57M
|
+$748K
|
+25,408
|
+16%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.68M
|
+$709K
|
+24,075
|
+18%
|
|
|
25
|
Burton Enright Welch
Walnut Creek,
California
|
$4.65M
|
+$4.63M
|
+157,248
|
New
|
|
