|
26
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$26.9M
|
+$1.31M
|
+24,120
|
+5%
|
|
|
27
|
Heritage Investment Group
Pompano Beach,
Florida
|
$26.8M
|
-$456K
|
-8,417
|
-2%
|
|
|
28
|
Pure Financial Advisors
San Diego,
California
|
$26.7M
|
+$5.22M
|
+96,474
|
+24%
|
|
|
29
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$25.1M
|
-$567K
|
-10,464
|
-2%
|
|
|
30
|
Sequoia Financial Advisors
Akron,
Ohio
|
$23M
|
+$4.88M
|
+90,128
|
+26%
|
|
|
31
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.8M
|
+$1.24M
|
+22,962
|
+6%
|
|
|
32
|
Austin Asset Management
Austin,
Texas
|
$22.5M
|
+$4.21M
|
+77,760
|
+22%
|
|
|
33
|
LPL Financial
San Diego,
California
|
$21.1M
|
-$537K
|
-9,919
|
-2%
|
|
|
34
|
Modera Wealth Management
Westwood,
New Jersey
|
$19.2M
|
-$7.15M
|
-131,979
|
-27%
|
|
|
35
|
UBS Group
Zurich,
Switzerland
|
$17.2M
|
+$2.89M
|
+53,401
|
+20%
|
|
|
36
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$17M
|
+$3.23M
|
+59,688
|
+22%
|
|
|
37
|
Tillman Hartley LLC
Denver,
Colorado
|
$16.8M
|
+$418K
|
+7,711
|
+2%
|
|
|
38
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$16.1M
|
+$2.93M
|
+54,131
|
+21%
|
|
|
39
|
Planning Center Inc
Moline,
Illinois
|
$15.8M
|
-$607K
|
-11,212
|
-4%
|
|
|
40
|
McLean Asset Management
Tysons,
Virginia
|
$15.5M
|
-$2.61M
|
-48,114
|
-14%
|
|
|
41
|
Empirical Wealth Management
Seattle,
Washington
|
$15.3M
|
+$842K
|
+15,543
|
+6%
|
|
|
42
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$15.1M
|
-$190K
|
-3,508
|
-1%
|
|
|
43
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$14.3M
|
+$94.8K
|
+1,751
|
+0.6%
|
|
|
44
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$14.2M
|
+$33.8K
|
+624
|
+0.2%
|
|
|
45
|
Builder Investment Group
Atlanta,
Georgia
|
$14M
|
+$287K
|
+5,295
|
+2%
|
|
|
46
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$14M
|
+$2.7M
|
+49,817
|
+23%
|
|
|
47
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$13.8M
|
+$429K
|
+7,924
|
+3%
|
|
|
48
|
Advisornet Financial
Minnetonka,
Minnesota
|
$13.6M
|
+$71K
|
+1,312
|
+0.5%
|
|
|
49
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.5M
|
+$1.22M
|
+22,567
|
+10%
|
|
|
50
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$13.3M
|
+$1.34M
|
+24,813
|
+11%
|
|
