|
51
|
WealthSource Partners
San Luis Obispo,
California
|
$11.5M
|
-$277K
|
-9,463
|
-2%
|
|
|
52
|
Tortoise Investment Management
White Plains,
New York
|
$10.9M
|
+$189K
|
+6,451
|
+2%
|
|
|
53
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$10.7M
|
-$48.7K
|
-1,661
|
-0.5%
|
|
|
54
|
Creative Planning
Overland Park,
Kansas
|
$10.2M
|
+$355K
|
+12,116
|
+4%
|
|
|
55
|
Savant Capital
Rockford,
Illinois
|
$10.2M
|
+$1.6M
|
+54,604
|
+20%
|
|
|
56
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.1M
|
-$1.09M
|
-37,014
|
-10%
|
|
|
57
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$9.81M
|
+$204K
|
+6,951
|
+2%
|
|
|
58
|
Retirement Solution
Redmond,
Washington
|
$9.66M
|
-$1.5M
|
-51,033
|
-14%
|
|
|
59
|
Physician Wealth Advisors
Midvale,
Utah
|
$9.42M
|
+$105K
|
+3,576
|
+1%
|
|
|
60
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$9.41M
|
+$161K
|
+5,506
|
+2%
|
|
|
61
|
FinDec Wealth Services
Stockton,
California
|
$9.38M
|
+$82.6K
|
+2,818
|
+0.9%
|
|
|
62
|
Mercer Global Advisors
Denver,
Colorado
|
$9.34M
|
+$1.25M
|
+42,545
|
+16%
|
|
|
63
|
Advisory Alpha
Holland,
Michigan
|
$8.94M
|
+$440K
|
+15,001
|
+5%
|
|
|
64
|
Financial Connections Group
Corte Madera,
California
|
$8.79M
|
+$65.4K
|
+2,229
|
+0.8%
|
|
|
65
|
VeraBank
Henderson,
Texas
|
$8.47M
|
+$5.97M
|
+203,564
|
+292%
|
|
|
66
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$8.43M
|
+$1.05M
|
+35,803
|
+15%
|
|
|
67
|
IFP Advisors
Tampa,
Florida
|
$8.35M
|
+$493K
|
+16,811
|
+7%
|
|
|
68
|
WMS Partners
Towson,
Maryland
|
$8.08M
|
-$936K
|
-31,935
|
-11%
|
|
|
69
|
Pathstone Family Office
Englewood,
New Jersey
|
$8.01M
|
+$5.93M
|
+202,246
|
+360%
|
|
|
70
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$7.99M
|
+$911K
|
+31,079
|
+14%
|
|
|
71
|
CVA Family Office
Denver,
Colorado
|
$7.93M
|
+$107K
|
+3,664
|
+1%
|
|
|
72
|
Willow Creek Wealth Management
Sebastopol,
California
|
$7.84M
|
-$70K
|
-2,388
|
-0.9%
|
|
|
73
|
MAI Capital Management
Independence,
Ohio
|
$7.78M
|
+$2M
|
+68,337
|
+37%
|
|
|
74
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$7.3M
|
+$941K
|
+32,099
|
+16%
|
|
|
75
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$7.26M
|
-$261K
|
-8,889
|
-4%
|
|
