|
26
|
Private Ocean
San Rafael,
California
|
$14.8M
|
-$1.35M
|
-47,807
|
-8%
|
|
|
27
|
AWM Capital
Phoenix,
Arizona
|
$14.8M
|
+$163K
|
+5,770
|
+1%
|
|
|
28
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$14.5M
|
+$4.21M
|
+148,870
|
+42%
|
|
|
29
|
Shira Ridge Wealth Management
Larkspur,
California
|
$14.4M
|
+$66.8K
|
+2,364
|
+0.5%
|
|
|
30
|
TCP Asset Management
Columbus,
Ohio
|
$14.3M
|
+$3.16M
|
+111,929
|
+29%
|
|
|
31
|
Sterling Financial Group
Pasadena,
California
|
$14.2M
|
–
|
–
|
–
|
|
|
32
|
SC&H Financial Advisors
Sparks,
Maryland
|
$14.1M
|
+$1.99M
|
+70,276
|
+17%
|
|
|
33
|
Arista Wealth Management
Las Vegas,
Nevada
|
$14.1M
|
+$10.4M
|
+367,037
|
+297%
|
|
|
34
|
ACT Advisors
Asheville,
North Carolina
|
$13M
|
+$3.22M
|
+114,070
|
+34%
|
|
|
35
|
Zhang Financial
Portage,
Michigan
|
$12.7M
|
-$201K
|
-7,119
|
-2%
|
|
|
36
|
Brighton Jones LLC
Seattle,
Washington
|
$12.6M
|
+$4.24M
|
+150,125
|
+52%
|
|
|
37
|
Bank of America
Charlotte,
North Carolina
|
$12.3M
|
+$7.59M
|
+268,392
|
+168%
|
|
|
38
|
Liberty Wealth Management
Oakland,
California
|
$12.3M
|
+$12M
|
+424,171
|
New
|
|
|
39
|
Mariner
Overland Park,
Kansas
|
$12.2M
|
+$2.8M
|
+99,144
|
+31%
|
|
|
40
|
Perigon Wealth Management
San Francisco,
California
|
$11.6M
|
+$1.36M
|
+48,060
|
+14%
|
|
|
41
|
Rappaport Reiches Capital Management
Skokie`,
Illinois
|
$11.5M
|
+$2.62M
|
+92,766
|
+30%
|
|
|
42
|
Plancorp LLC
Saint Louis,
Missouri
|
$11M
|
-$115K
|
-4,068
|
-1%
|
|
|
43
|
WealthSource Partners
San Luis Obispo,
California
|
$10.9M
|
-$5.77K
|
-204
|
-0.1%
|
|
|
44
|
Advisornet Financial
Minnetonka,
Minnesota
|
$10.9M
|
+$65.6K
|
+2,320
|
+0.6%
|
|
|
45
|
Pioneer Wealth Management Group
Austin,
Texas
|
$10.6M
|
+$1.01M
|
+35,666
|
+11%
|
|
|
46
|
Retirement Solution
Redmond,
Washington
|
$10.4M
|
-$99.1M
|
-3,503,726
|
-91%
|
|
|
47
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.4M
|
-$347K
|
-12,286
|
-3%
|
|
|
48
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$9.97M
|
-$84.9K
|
-3,004
|
-0.9%
|
|
|
49
|
Tortoise Investment Management
White Plains,
New York
|
$9.93M
|
+$278K
|
+9,832
|
+3%
|
|
|
50
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$9.91M
|
+$2.13M
|
+75,283
|
+28%
|
|
