|
51
|
Kure Advisory
Plymouth,
Minnesota
|
$16M
|
+$34.4K
|
+1,109
|
+0.2%
|
|
|
52
|
Bank of America
Charlotte,
North Carolina
|
$15.6M
|
+$279K
|
+8,982
|
+2%
|
|
|
53
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$15.4M
|
+$14.4M
|
+464,649
|
New
|
|
|
54
|
Heritage Investment Group
Pompano Beach,
Florida
|
$15M
|
+$592K
|
+19,084
|
+4%
|
|
|
55
|
Mission Wealth Management
Santa Barbara,
California
|
$14.7M
|
+$332K
|
+10,682
|
+2%
|
|
|
56
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$14.2M
|
+$1.29M
|
+41,464
|
+11%
|
|
|
57
|
Envision Financial Planning
Memphis,
Tennessee
|
$14M
|
-$276K
|
-8,885
|
-2%
|
|
|
58
|
Fonville Wealth Management
Richmond,
Virginia
|
$14M
|
+$13M
|
+420,309
|
New
|
|
|
59
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.7M
|
-$618K
|
-19,895
|
-5%
|
|
|
60
|
Zhang Financial
Portage,
Michigan
|
$13.6M
|
-$272K
|
-8,749
|
-2%
|
|
|
61
|
VeraBank
Henderson,
Texas
|
$13.4M
|
+$3.02M
|
+97,223
|
+32%
|
|
|
62
|
Plancorp LLC
Saint Louis,
Missouri
|
$13.2M
|
+$528K
|
+17,011
|
+4%
|
|
|
63
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13M
|
-$725K
|
-23,343
|
-6%
|
|
|
64
|
Pathstone Holdings
Englewood,
New Jersey
|
$13M
|
+$12.1M
|
+389,919
|
New
|
|
|
65
|
Advisornet Financial
Minnetonka,
Minnesota
|
$12.5M
|
+$261K
|
+8,398
|
+2%
|
|
|
66
|
Physician Wealth Advisors
Midvale,
Utah
|
$12.2M
|
+$453K
|
+14,609
|
+4%
|
|
|
67
|
IFP Advisors
Tampa,
Florida
|
$11.6M
|
+$3M
|
+96,562
|
+38%
|
|
|
68
|
Tortoise Investment Management
White Plains,
New York
|
$11.5M
|
+$135K
|
+4,343
|
+1%
|
|
|
69
|
FinDec Wealth Services
Stockton,
California
|
$11.2M
|
+$898K
|
+28,920
|
+9%
|
|
|
70
|
WealthSource Partners
San Luis Obispo,
California
|
$11.2M
|
-$219K
|
-7,063
|
-2%
|
|
|
71
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$11.2M
|
-$491K
|
-15,812
|
-4%
|
|
|
72
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$10.6M
|
-$44.8K
|
-1,443
|
-0.5%
|
|
|
73
|
Willow Creek Wealth Management
Sebastopol,
California
|
$10.6M
|
+$315K
|
+10,160
|
+3%
|
|
|
74
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$10.5M
|
+$2.69M
|
+86,531
|
+38%
|
|
|
75
|
Advisory Alpha
Holland,
Michigan
|
$10.3M
|
+$152K
|
+4,885
|
+2%
|
|
