|
1
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$43.5M
|
-$4.26M
|
-149,369
|
-9%
|
|
|
2
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$38.2M
|
+$2.28M
|
+80,174
|
+6%
|
|
|
3
|
Eaton Vance Management
Boston,
Massachusetts
|
$34.7M
|
+$1.84M
|
+64,576
|
+6%
|
|
|
4
|
Evoke Wealth
Los Angeles,
California
|
$27.4M
|
+$4.21M
|
+147,853
|
+18%
|
|
|
5
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$25.8M
|
+$12.5M
|
+438,467
|
+92%
|
|
|
6
|
Spinnaker Investment Group
Newport Beach,
California
|
$24.1M
|
+$845K
|
+29,670
|
+4%
|
|
|
7
|
Chico Wealth RIA
Chico,
California
|
$20.5M
|
+$20.8M
|
+728,788
|
New
|
|
|
8
|
Sequoia Financial Advisors
Akron,
Ohio
|
$15M
|
+$2.65M
|
+93,060
|
+21%
|
|
|
9
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$14.6M
|
+$11.2M
|
+392,289
|
+307%
|
|
|
10
|
Mather Group
Chicago,
Illinois
|
$14.3M
|
-$965K
|
-33,879
|
-6%
|
|
|
11
|
AWM Capital
Phoenix,
Arizona
|
$11.8M
|
+$8.33M
|
+292,369
|
+231%
|
|
|
12
|
RVW Wealth
Los Angeles,
California
|
$11.4M
|
+$2.8M
|
+98,415
|
+32%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$11.2M
|
+$9.09M
|
+318,960
|
+404%
|
|
|
14
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$11M
|
+$11.1M
|
+389,032
|
New
|
|
|
15
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$10.9M
|
+$3.99M
|
+140,069
|
+57%
|
|
|
16
|
|
$10.8M
|
+$187K
|
+6,570
|
+2%
|
|
|
17
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$10.6M
|
+$7.19M
|
+252,348
|
+201%
|
|
|
18
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$10.4M
|
+$2.19M
|
+76,870
|
+26%
|
|
|
19
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$10.4M
|
+$2.39M
|
+83,831
|
+29%
|
|
|
20
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$9.55M
|
+$1.14K
|
+40
|
+0%
|
|
|
21
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$9.31M
|
+$9.43M
|
+330,882
|
New
|
|
|
22
|
Northland Capital Management
Virginia,
Minnesota
|
$8.96M
|
-$1.8M
|
-63,208
|
-17%
|
|
|
23
|
Waypoint Wealth Partners
Mill Valley,
California
|
$8.49M
|
-$3.72M
|
-130,700
|
-30%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.4M
|
+$850K
|
+29,832
|
+11%
|
|
|
25
|
Mercer Global Advisors
Denver,
Colorado
|
$8.18M
|
+$1.63M
|
+57,074
|
+24%
|
|
