|
26
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$18.9M
|
+$3.21M
|
+61,836
|
+19%
|
|
|
27
|
McLean Asset Management
Tysons,
Virginia
|
$16.9M
|
+$18.3M
|
+353,076
|
New
|
|
|
28
|
Austin Asset Management
Austin,
Texas
|
$16.6M
|
+$227K
|
+4,385
|
+1%
|
|
|
29
|
Sequoia Financial Advisors
Akron,
Ohio
|
$16.4M
|
-$38K
|
-732
|
-0.2%
|
|
|
30
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$15.7M
|
+$9.05M
|
+174,616
|
+115%
|
|
|
31
|
Bank of America
Charlotte,
North Carolina
|
$14.6M
|
+$2.89M
|
+55,752
|
+22%
|
|
|
32
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$14.5M
|
+$192K
|
+3,710
|
+1%
|
|
|
33
|
Carlson Capital Management
Northfield,
Minnesota
|
$14.1M
|
-$3.85M
|
-74,298
|
-20%
|
|
|
34
|
Empirical Wealth Management
Seattle,
Washington
|
$13.2M
|
-$516K
|
-9,943
|
-4%
|
|
|
35
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$12.9M
|
+$510K
|
+9,830
|
+4%
|
|
|
36
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$12.8M
|
+$492K
|
+9,484
|
+4%
|
|
|
37
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$12.6M
|
+$13.7M
|
+263,313
|
New
|
|
|
38
|
Pure Financial Advisors
San Diego,
California
|
$12.4M
|
+$1.39M
|
+26,834
|
+12%
|
|
|
39
|
LPL Financial
San Diego,
California
|
$11.9M
|
+$12.8M
|
+247,249
|
New
|
|
|
40
|
EP Wealth Advisors
Torrance,
California
|
$10.9M
|
-$516K
|
-9,960
|
-4%
|
|
|
41
|
Lutz Financial Services
Omaha,
Nebraska
|
$10.9M
|
-$131K
|
-2,535
|
-1%
|
|
|
42
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$10.4M
|
+$5.15M
|
+99,397
|
+85%
|
|
|
43
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$10.3M
|
+$1.43M
|
+27,593
|
+17%
|
|
|
44
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.2M
|
+$603K
|
+11,635
|
+6%
|
|
|
45
|
Avantax Advisory Services
Dallas,
Texas
|
$10.1M
|
+$5.79M
|
+111,668
|
+112%
|
|
|
46
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$9.99M
|
-$4.45M
|
-85,861
|
-29%
|
|
|
47
|
Beacon Pointe Advisors
Newport Beach,
California
|
$8.62M
|
+$621K
|
+11,969
|
+7%
|
|
|
48
|
Advisornet Financial
Minnetonka,
Minnesota
|
$8.56M
|
-$3.48M
|
-67,029
|
-27%
|
|
|
49
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$8.37M
|
+$9.04M
|
+174,324
|
New
|
|
|
50
|
American Investment Services
Great Barrington,
Massachusetts
|
$8M
|
+$771K
|
+14,865
|
+10%
|
|
