|
1
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$58.6M
|
+$23.2M
|
+882,723
|
+57%
|
|
|
2
|
Pathstone Family Office
Englewood,
New Jersey
|
$40.4M
|
+$44M
|
+1,675,300
|
New
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$30.7M
|
-$2.25M
|
-85,514
|
-6%
|
|
|
4
|
Evoke Wealth
Los Angeles,
California
|
$26.7M
|
+$3.44M
|
+131,091
|
+13%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$22.1M
|
+$22.4M
|
+854,774
|
+1,455%
|
|
|
6
|
Sequoia Financial Advisors
Akron,
Ohio
|
$20.9M
|
+$8.68M
|
+330,604
|
+62%
|
|
|
7
|
Spinnaker Investment Group
Newport Beach,
California
|
$20.5M
|
+$184K
|
+7,019
|
+0.8%
|
|
|
8
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$20.1M
|
+$11.6M
|
+442,320
|
+114%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$19.4M
|
+$10.6M
|
+405,400
|
+102%
|
|
|
10
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$17.7M
|
+$5.62M
|
+214,227
|
+41%
|
|
|
11
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$17.2M
|
-$5.32M
|
-202,815
|
-22%
|
|
|
12
|
Chico Wealth RIA
Chico,
California
|
$16.8M
|
-$825K
|
-31,431
|
-4%
|
|
|
13
|
CVA Family Office
Denver,
Colorado
|
$16M
|
+$11.4M
|
+433,056
|
+188%
|
|
|
14
|
Mather Group
Chicago,
Illinois
|
$15.8M
|
+$3.77M
|
+143,474
|
+28%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$15.5M
|
+$9.22M
|
+351,259
|
+121%
|
|
|
16
|
RVW Wealth
Los Angeles,
California
|
$14M
|
+$4.5M
|
+171,551
|
+42%
|
|
|
17
|
AWM Capital
Phoenix,
Arizona
|
$11.7M
|
+$1.77M
|
+67,394
|
+16%
|
|
|
18
|
Mission Wealth Management
Santa Barbara,
California
|
$10.6M
|
+$4.28M
|
+163,069
|
+59%
|
|
|
19
|
SC&H Financial Advisors
Sparks,
Maryland
|
$10.3M
|
+$4.63M
|
+176,463
|
+70%
|
|
|
20
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$10.1M
|
+$1.31M
|
+49,994
|
+14%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.77M
|
+$2.79M
|
+106,307
|
+36%
|
|
|
22
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.33M
|
+$2.72M
|
+103,596
|
+37%
|
|
|
23
|
|
$9.13M
|
-$116K
|
-4,405
|
-1%
|
|
|
24
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$9.12M
|
+$8M
|
+304,899
|
+418%
|
|
|
25
|
Allworth Financial
Folsom,
California
|
$8.73M
|
+$7.96M
|
+303,002
|
+518%
|
|
