|
1
|
Cable Hill Partners
Portland,
Oregon
|
$75.5M
|
+$84.3M
|
+3,502,294
|
New
|
|
|
2
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$58.7M
|
+$7.09M
|
+294,415
|
+12%
|
|
|
3
|
Pathstone Family Office
Englewood,
New Jersey
|
$33.7M
|
-$2.76M
|
-114,759
|
-7%
|
|
|
4
|
Dowling & Yahnke
San Diego,
California
|
$32.8M
|
+$30.3M
|
+1,259,366
|
+482%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$27.2M
|
+$8.39M
|
+348,334
|
+38%
|
|
|
6
|
Evoke Wealth
Los Angeles,
California
|
$27.1M
|
+$3.64M
|
+151,234
|
+14%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$23.7M
|
-$4.18M
|
-173,401
|
-14%
|
|
|
8
|
Spinnaker Investment Group
Newport Beach,
California
|
$21.8M
|
+$3.9M
|
+161,873
|
+19%
|
|
|
9
|
Sequoia Financial Advisors
Akron,
Ohio
|
$20.8M
|
+$2.39M
|
+99,310
|
+11%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$20.7M
|
+$3.75M
|
+155,717
|
+19%
|
|
|
11
|
Chico Wealth RIA
Chico,
California
|
$19.9M
|
+$5.47M
|
+227,046
|
+33%
|
|
|
12
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$19.3M
|
+$3.89M
|
+161,552
|
+22%
|
|
|
13
|
RVW Wealth
Los Angeles,
California
|
$18.5M
|
+$6.69M
|
+277,725
|
+48%
|
|
|
14
|
Mather Group
Chicago,
Illinois
|
$18.3M
|
+$4.67M
|
+194,062
|
+30%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$17.8M
|
+$4.42M
|
+183,574
|
+29%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.5M
|
+$9.76M
|
+405,375
|
+100%
|
|
|
17
|
Mission Wealth Management
Santa Barbara,
California
|
$13.1M
|
+$3.98M
|
+165,350
|
+38%
|
|
|
18
|
AWM Capital
Phoenix,
Arizona
|
$12.8M
|
+$522K
|
+21,694
|
+4%
|
|
|
19
|
Old Mission Capital
Chicago,
Illinois
|
$12.2M
|
+$9.84M
|
+408,763
|
+258%
|
|
|
20
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$11.6M
|
+$4.71M
|
+195,619
|
+57%
|
|
|
21
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$10.8M
|
-$5.16M
|
-214,118
|
-30%
|
|
|
22
|
Physician Wealth Advisors
Midvale,
Utah
|
$9.63M
|
+$2.86M
|
+118,796
|
+39%
|
|
|
23
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$9.41M
|
+$1.4M
|
+58,218
|
+15%
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.37M
|
+$1.15M
|
+47,868
|
+12%
|
|
|
25
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$9.16M
|
+$2.94M
|
+122,269
|
+40%
|
|
