|
26
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$20M
|
+$1.79M
|
+35,104
|
+9%
|
|
|
27
|
Dowling & Yahnke
San Diego,
California
|
$19.4M
|
-$156K
|
-3,048
|
-0.7%
|
|
|
28
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$18.9M
|
+$4.09M
|
+80,153
|
+25%
|
|
|
29
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.2M
|
-$2.34M
|
-45,800
|
-11%
|
|
|
30
|
McLean Asset Management
Tysons,
Virginia
|
$17.2M
|
+$232K
|
+4,533
|
+1%
|
|
|
31
|
Austin Asset Management
Austin,
Texas
|
$16.2M
|
+$218K
|
+4,272
|
+1%
|
|
|
32
|
Pure Financial Advisors
San Diego,
California
|
$16.2M
|
+$4.6M
|
+90,063
|
+35%
|
|
|
33
|
Sequoia Financial Advisors
Akron,
Ohio
|
$15.6M
|
-$302K
|
-5,921
|
-2%
|
|
|
34
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$13.8M
|
-$199K
|
-3,887
|
-1%
|
|
|
35
|
Advisornet Financial
Minnetonka,
Minnesota
|
$13.1M
|
+$5.23M
|
+102,332
|
+57%
|
|
|
36
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$13M
|
+$628K
|
+12,299
|
+5%
|
|
|
37
|
Empirical Wealth Management
Seattle,
Washington
|
$12.8M
|
+$86.3K
|
+1,689
|
+0.6%
|
|
|
38
|
LPL Financial
San Diego,
California
|
$12.8M
|
+$1.38M
|
+26,946
|
+11%
|
|
|
39
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$12.7M
|
+$348K
|
+6,810
|
+3%
|
|
|
40
|
Carlson Capital Management
Northfield,
Minnesota
|
$12.7M
|
-$1.11M
|
-21,636
|
-7%
|
|
|
41
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$12.3M
|
+$110K
|
+2,150
|
+0.8%
|
|
|
42
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$11.6M
|
+$1.5M
|
+29,294
|
+15%
|
|
|
43
|
EP Wealth Advisors
Torrance,
California
|
$10.5M
|
-$83.8K
|
-1,640
|
-0.7%
|
|
|
44
|
Lutz Financial Services
Omaha,
Nebraska
|
$10.4M
|
-$124K
|
-2,436
|
-1%
|
|
|
45
|
Avantax Advisory Services
Dallas,
Texas
|
$10.2M
|
+$463K
|
+9,067
|
+4%
|
|
|
46
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.2M
|
+$369K
|
+7,228
|
+3%
|
|
|
47
|
Beacon Pointe Advisors
Newport Beach,
California
|
$9.19M
|
+$918K
|
+17,980
|
+10%
|
|
|
48
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$8.62M
|
-$1.17M
|
-22,946
|
-11%
|
|
|
49
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$8.32M
|
+$8.95M
|
+175,109
|
New
|
|
|
50
|
Planning Center Inc
Moline,
Illinois
|
$8.02M
|
+$379K
|
+7,419
|
+5%
|
|
