|
26
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$33.3M
|
+$526K
|
+20,760
|
+2%
|
|
|
27
|
Advisornet Financial
Minnetonka,
Minnesota
|
$32.5M
|
+$15.3M
|
+604,988
|
+87%
|
|
|
28
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$30M
|
+$840K
|
+33,187
|
+3%
|
|
|
29
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$28.8M
|
+$640K
|
+25,286
|
+2%
|
|
|
30
|
First Ascent Asset Management
Denver,
Colorado
|
$26.6M
|
+$3.24M
|
+127,835
|
+14%
|
|
|
31
|
Forum Financial Management
Lombard,
Illinois
|
$26.4M
|
+$12.8M
|
+503,806
|
+91%
|
|
|
32
|
Symmetry Partners
Glastonbury,
Connecticut
|
$26.1M
|
+$66.7K
|
+2,633
|
+0.3%
|
|
|
33
|
Asset Dedication LLC
San Francisco,
California
|
$25.2M
|
+$4.56M
|
+180,110
|
+22%
|
|
|
34
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$24.8M
|
+$209K
|
+8,256
|
+0.8%
|
|
|
35
|
M Holdings Securities
Portland,
Oregon
|
$24.7M
|
+$25.1M
|
+990,451
|
New
|
|
|
36
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$21M
|
+$4.08M
|
+161,056
|
+24%
|
|
|
37
|
MML Investors Services
Springfield,
Massachusetts
|
$20.3M
|
+$916K
|
+36,150
|
+5%
|
|
|
38
|
TCI Wealth Advisors
Tucson,
Arizona
|
$17M
|
+$709K
|
+28,004
|
+4%
|
|
|
39
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.3M
|
-$77.1K
|
-3,043
|
-0.5%
|
|
|
40
|
Kestra Advisory Services
Austin,
Texas
|
$15.6M
|
+$1.07M
|
+42,123
|
+7%
|
|
|
41
|
Prosperity Planning
Kansas City,
Missouri
|
$15.4M
|
–
|
–
|
–
|
|
|
42
|
Mariner
Overland Park,
Kansas
|
$15.3M
|
+$7.52M
|
+297,007
|
+94%
|
|
|
43
|
HighTower Advisors
Chicago,
Illinois
|
$15M
|
-$280K
|
-11,062
|
-2%
|
|
|
44
|
Shearwater Capital
Denver,
Colorado
|
$13.4M
|
+$477K
|
+18,832
|
+4%
|
|
|
45
|
American Investment Services
Great Barrington,
Massachusetts
|
$13.4M
|
-$60.7K
|
-2,395
|
-0.4%
|
|
|
46
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$13.3M
|
-$780K
|
-30,809
|
-5%
|
|
|
47
|
EP Wealth Advisors
Torrance,
California
|
$13M
|
+$13.2M
|
+522,468
|
New
|
|
|
48
|
Cherrydale Wealth Management
Hoboken,
New Jersey
|
$12.4M
|
+$902K
|
+35,617
|
+8%
|
|
|
49
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$12.3M
|
+$10.2M
|
+401,049
|
+436%
|
|
|
50
|
Andrews Lucia Wealth Management
Danville,
California
|
$12.1M
|
–
|
–
|
–
|
|
