|
51
|
Prosperity Planning
Kansas City,
Missouri
|
$13.6M
|
–
|
–
|
–
|
|
|
52
|
TCI Wealth Advisors
Tucson,
Arizona
|
$13M
|
-$1.66M
|
-71,488
|
-11%
|
|
|
53
|
IFG Advisory
Atlanta,
Georgia
|
$13M
|
+$14.1M
|
+607,685
|
New
|
|
|
54
|
HighTower Advisors
Chicago,
Illinois
|
$12.6M
|
-$288K
|
-12,359
|
-2%
|
|
|
55
|
Shearwater Capital
Denver,
Colorado
|
$12.1M
|
+$544K
|
+23,384
|
+4%
|
|
|
56
|
Mather Group
Chicago,
Illinois
|
$11.7M
|
+$2.47M
|
+105,993
|
+24%
|
|
|
57
|
Andrews Lucia Wealth Management
Danville,
California
|
$11.5M
|
+$1.42K
|
+61
|
+0%
|
|
|
58
|
MML Investors Services
Springfield,
Massachusetts
|
$10.6M
|
-$7.39M
|
-317,445
|
-39%
|
|
|
59
|
American Investment Services
Great Barrington,
Massachusetts
|
$10.6M
|
-$997K
|
-42,863
|
-8%
|
|
|
60
|
EP Wealth Advisors
Torrance,
California
|
$10.3M
|
-$929K
|
-39,919
|
-8%
|
|
|
61
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$10.1M
|
+$194K
|
+8,331
|
+2%
|
|
|
62
|
Cherrydale Wealth Management
Hoboken,
New Jersey
|
$9.81M
|
-$921K
|
-39,571
|
-8%
|
|
|
63
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$9.49M
|
-$3.68M
|
-158,284
|
-27%
|
|
|
64
|
Truepoint Inc
Cincinnati,
Ohio
|
$9.41M
|
+$10.2M
|
+438,870
|
New
|
|
|
65
|
Hemington Wealth Management
Falls Church,
Virginia
|
$9.4M
|
-$117K
|
-5,043
|
-1%
|
|
|
66
|
Soundmark Wealth Management
Kirkland,
Washington
|
$9.28M
|
+$127K
|
+5,454
|
+1%
|
|
|
67
|
|
$8.94M
|
+$8.94M
|
+384,219
|
+1,175%
|
|
|
68
|
Glassman Wealth Services
Vienna,
Virginia
|
$8.9M
|
+$9.66M
|
+414,980
|
New
|
|
|
69
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$8.62M
|
-$128K
|
-5,504
|
-1%
|
|
|
70
|
RFG Advisory
Birmingham,
Alabama
|
$8.36M
|
+$1.78M
|
+76,306
|
+25%
|
|
|
71
|
Modera Wealth Management
Westwood,
New Jersey
|
$8.34M
|
-$529K
|
-22,728
|
-6%
|
|
|
72
|
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
|
$8.03M
|
-$59.6K
|
-2,562
|
-0.7%
|
|
|
73
|
Claris Advisors
St. Louis,
Missouri
|
$7.43M
|
+$310K
|
+13,312
|
+4%
|
|
|
74
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$7.06M
|
+$7.66M
|
+329,133
|
New
|
|
|
75
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$6.83M
|
+$2.61M
|
+112,259
|
+54%
|
|
