|
26
|
TFO Wealth Partners
Maumee,
Ohio
|
$20.6M
|
-$400K
|
-9,022
|
-2%
|
|
|
27
|
Joel Isaacson & Co
New York
|
$20M
|
+$680K
|
+15,343
|
+4%
|
|
|
28
|
Radnor Financial Advisors
Wayne,
Pennsylvania
|
$18.5M
|
-$117K
|
-2,631
|
-0.6%
|
|
|
29
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$17.9M
|
-$121K
|
-2,729
|
-0.7%
|
|
|
30
|
Adero Partners
Pleasanton,
California
|
$17.8M
|
-$1.41M
|
-31,725
|
-7%
|
|
|
31
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$16.7M
|
+$16.7M
|
+376,074
|
New
|
|
|
32
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$16.4M
|
+$340K
|
+7,660
|
+2%
|
|
|
33
|
McLean Asset Management
Tysons,
Virginia
|
$14M
|
+$15K
|
+339
|
+0.1%
|
|
|
34
|
LPL Financial
San Diego,
California
|
$12.6M
|
+$260K
|
+5,869
|
+2%
|
|
|
35
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$12.2M
|
-$163K
|
-3,673
|
-1%
|
|
|
36
|
Allworth Financial
Folsom,
California
|
$11.9M
|
+$1.5M
|
+33,791
|
+14%
|
|
|
37
|
Apella Capital
West Hartford,
Connecticut
|
$11.3M
|
-$30.3K
|
-683
|
-0.3%
|
|
|
38
|
Larson Financial Group
St Louis,
Missouri
|
$9.58M
|
+$376K
|
+8,485
|
+4%
|
|
|
39
|
Intersect Capital
San Ramon,
California
|
$9.34M
|
-$1.08M
|
-24,424
|
-10%
|
|
|
40
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.85M
|
+$532K
|
+12,005
|
+6%
|
|
|
41
|
Aspiriant LLC
Los Angeles,
California
|
$8.79M
|
-$316K
|
-7,126
|
-3%
|
|
|
42
|
American Investment Services
Great Barrington,
Massachusetts
|
$8.73M
|
+$700K
|
+15,786
|
+9%
|
|
|
43
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.52M
|
+$2.05M
|
+46,252
|
+32%
|
|
|
44
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$7.5M
|
+$343K
|
+7,728
|
+5%
|
|
|
45
|
Symmetry Partners
Glastonbury,
Connecticut
|
$7.41M
|
+$417K
|
+9,400
|
+6%
|
|
|
46
|
AssetMark Inc
Concord,
California
|
$7.18M
|
+$499K
|
+11,252
|
+7%
|
|
|
47
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$6.6M
|
-$30.9K
|
-698
|
-0.5%
|
|
|
48
|
Mason Investment Advisory Services
Reston,
Virginia
|
$6.36M
|
-$2.97K
|
-67
|
-0%
|
|
|
49
|
1900 Wealth Management
San Antonio,
Texas
|
$6.34M
|
-$2.93K
|
-66
|
-0%
|
|
|
50
|
Lutz Financial Services
Omaha,
Nebraska
|
$6.25M
|
-$7.4K
|
-167
|
-0.1%
|
|
