|
51
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.9M
|
-$2.1M
|
-67,498
|
-14%
|
|
|
52
|
Envision Financial Planning
Memphis,
Tennessee
|
$12.9M
|
+$13.4M
|
+429,490
|
New
|
|
|
53
|
Zhang Financial
Portage,
Michigan
|
$12.5M
|
-$34.2K
|
-1,098
|
-0.3%
|
|
|
54
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$12.5M
|
+$6.1M
|
+196,021
|
+89%
|
|
|
55
|
Savant Capital
Rockford,
Illinois
|
$12.1M
|
+$2.25M
|
+72,364
|
+22%
|
|
|
56
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$11.6M
|
+$339K
|
+10,881
|
+3%
|
|
|
57
|
Plancorp LLC
Saint Louis,
Missouri
|
$11.4M
|
-$38.1K
|
-1,225
|
-0.3%
|
|
|
58
|
Austin Wealth Management
Austin,
Texas
|
$11.2M
|
+$11M
|
+354,682
|
New
|
|
|
59
|
Advisornet Financial
Minnetonka,
Minnesota
|
$11M
|
-$269K
|
-8,644
|
-2%
|
|
|
60
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$10.5M
|
+$207K
|
+6,652
|
+2%
|
|
|
61
|
Physician Wealth Advisors
Midvale,
Utah
|
$10.5M
|
+$1.33M
|
+42,576
|
+14%
|
|
|
62
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.4M
|
+$8.36M
|
+268,554
|
+344%
|
|
|
63
|
WealthSource Partners
San Luis Obispo,
California
|
$10.3M
|
-$823K
|
-26,428
|
-7%
|
|
|
64
|
Tortoise Investment Management
White Plains,
New York
|
$10.3M
|
-$276K
|
-8,865
|
-3%
|
|
|
65
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$10.1M
|
+$3.17M
|
+101,718
|
+43%
|
|
|
66
|
Creative Planning
Overland Park,
Kansas
|
$9.67M
|
-$240K
|
-7,717
|
-2%
|
|
|
67
|
Pathstone Family Office
Englewood,
New Jersey
|
$9.6M
|
+$9.15M
|
+293,790
|
+114%
|
|
|
68
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.34M
|
-$408K
|
-13,115
|
-4%
|
|
|
69
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$9.27M
|
+$201K
|
+6,440
|
+2%
|
|
|
70
|
FinDec Wealth Services
Stockton,
California
|
$9.26M
|
+$207K
|
+6,651
|
+2%
|
|
|
71
|
Willow Creek Wealth Management
Sebastopol,
California
|
$9.25M
|
+$1.73M
|
+55,609
|
+22%
|
|
|
72
|
Advisory Alpha
Holland,
Michigan
|
$9.15M
|
+$535K
|
+17,170
|
+6%
|
|
|
73
|
VeraBank
Henderson,
Texas
|
$9.14M
|
+$992K
|
+31,854
|
+12%
|
|
|
74
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$9.13M
|
+$33.5K
|
+1,075
|
+0.4%
|
|
|
75
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$8.8M
|
+$675K
|
+21,682
|
+8%
|
|
