|
26
|
Adero Partners
Pleasanton,
California
|
$26M
|
+$1.02M
|
+19,841
|
+4%
|
|
|
27
|
Modera Wealth Management
Westwood,
New Jersey
|
$25.4M
|
+$1.91M
|
+37,048
|
+8%
|
|
|
28
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$24.9M
|
+$2.94M
|
+57,079
|
+13%
|
|
|
29
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$24.9M
|
-$878K
|
-17,063
|
-3%
|
|
|
30
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$23.4M
|
+$4.45M
|
+86,498
|
+23%
|
|
|
31
|
LPL Financial
San Diego,
California
|
$21M
|
+$7M
|
+136,038
|
+50%
|
|
|
32
|
Pure Financial Advisors
San Diego,
California
|
$20.9M
|
+$3.14M
|
+60,902
|
+17%
|
|
|
33
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.9M
|
+$20M
|
+387,740
|
+1,829%
|
|
|
34
|
Sequoia Financial Advisors
Akron,
Ohio
|
$17.7M
|
+$540K
|
+10,484
|
+3%
|
|
|
35
|
McLean Asset Management
Tysons,
Virginia
|
$17.5M
|
-$837K
|
-16,254
|
-5%
|
|
|
36
|
Austin Asset Management
Austin,
Texas
|
$16.2M
|
–
|
–
|
–
|
|
|
37
|
Tillman Hartley LLC
Denver,
Colorado
|
$16M
|
+$16.1M
|
+311,873
|
New
|
|
|
38
|
Planning Center Inc
Moline,
Illinois
|
$15.9M
|
+$7.42M
|
+144,081
|
+86%
|
|
|
39
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$15.3M
|
+$2.23M
|
+43,346
|
+19%
|
|
|
40
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$14.9M
|
-$351K
|
-6,825
|
-2%
|
|
|
41
|
Empirical Wealth Management
Seattle,
Washington
|
$14M
|
-$67K
|
-1,301
|
-0.5%
|
|
|
42
|
UBS Group
Zurich,
Switzerland
|
$13.9M
|
+$10.3M
|
+200,148
|
+276%
|
|
|
43
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$13.9M
|
+$13.1M
|
+254,012
|
New
|
|
|
44
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$13.8M
|
-$553K
|
-10,745
|
-4%
|
|
|
45
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$13.8M
|
-$197K
|
-3,833
|
-1%
|
|
|
46
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$13.6M
|
-$12.6K
|
-244
|
-0.1%
|
|
|
47
|
Builder Investment Group
Atlanta,
Georgia
|
$13.3M
|
+$13.4M
|
+260,237
|
New
|
|
|
48
|
Advisornet Financial
Minnetonka,
Minnesota
|
$13.1M
|
-$1.25M
|
-24,361
|
-9%
|
|
|
49
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$13M
|
+$13.1M
|
+254,357
|
New
|
|
|
50
|
|
$13M
|
+$12.3M
|
+239,623
|
+1,648%
|
|
