|
51
|
Private Ocean
San Rafael,
California
|
$18.4M
|
-$1.33M
|
-38,366
|
-7%
|
|
|
52
|
Kure Advisory
Plymouth,
Minnesota
|
$18.3M
|
+$746K
|
+21,543
|
+4%
|
|
|
53
|
AssetMark Inc
Concord,
California
|
$18.3M
|
-$551K
|
-15,913
|
-3%
|
|
|
54
|
Bank of America
Charlotte,
North Carolina
|
$18.3M
|
+$1.08M
|
+31,281
|
+7%
|
|
|
55
|
Quantum Financial Advisors
El Segundo,
California
|
$18.3M
|
+$13.9M
|
+400,119
|
+402%
|
|
|
56
|
Mission Wealth Management
Santa Barbara,
California
|
$18.2M
|
+$1.86M
|
+53,584
|
+12%
|
|
|
57
|
LPL Financial
San Diego,
California
|
$17.8M
|
+$8.58M
|
+247,872
|
+103%
|
|
|
58
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$17.4M
|
+$1.7M
|
+49,209
|
+12%
|
|
|
59
|
Heritage Investment Group
Pompano Beach,
Florida
|
$17M
|
+$461K
|
+13,323
|
+3%
|
|
|
60
|
Morling Financial Advisors
Fremont,
California
|
$17M
|
+$14.4M
|
+417,092
|
+888%
|
|
|
61
|
Plancorp LLC
Saint Louis,
Missouri
|
$16.4M
|
+$1.77M
|
+51,094
|
+13%
|
|
|
62
|
VeraBank
Henderson,
Texas
|
$16.2M
|
+$1.43M
|
+41,349
|
+10%
|
|
|
63
|
Envision Financial Planning
Memphis,
Tennessee
|
$15.7M
|
+$356K
|
+10,284
|
+2%
|
|
|
64
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.4M
|
+$361K
|
+10,419
|
+3%
|
|
|
65
|
Zhang Financial
Portage,
Michigan
|
$15M
|
+$105K
|
+3,042
|
+0.7%
|
|
|
66
|
Pathstone Holdings
Englewood,
New Jersey
|
$14.6M
|
+$289K
|
+8,349
|
+2%
|
|
|
67
|
IFP Advisors
Tampa,
Florida
|
$14.5M
|
+$1.63M
|
+47,032
|
+13%
|
|
|
68
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$13.8M
|
+$4.16M
|
+120,175
|
+47%
|
|
|
69
|
Tortoise Investment Management
White Plains,
New York
|
$13.4M
|
+$639K
|
+18,454
|
+5%
|
|
|
70
|
Physician Wealth Advisors
Midvale,
Utah
|
$13.1M
|
+$491K
|
+14,192
|
+4%
|
|
|
71
|
Perigon Wealth Management
San Francisco,
California
|
$13.1M
|
-$5.58M
|
-161,114
|
-31%
|
|
|
72
|
Advisornet Financial
Minnetonka,
Minnesota
|
$13.1M
|
-$612K
|
-17,676
|
-5%
|
|
|
73
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$12.5M
|
+$947K
|
+27,343
|
+9%
|
|
|
74
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$12.4M
|
+$1.14M
|
+32,853
|
+11%
|
|
|
75
|
Advisory Alpha
Holland,
Michigan
|
$12.3M
|
+$931K
|
+26,875
|
+9%
|
|
