|
26
|
|
$30.5M
|
-$20.6M
|
-767,072
|
-41%
|
|
|
27
|
Miramar Fiduciary Corp
Reno,
Nevada
|
$30.5M
|
–
|
–
|
–
|
|
|
28
|
Envestnet Asset Management
Chicago,
Illinois
|
$29.1M
|
+$11.5M
|
+426,881
|
+70%
|
|
|
29
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$28.2M
|
+$957K
|
+35,638
|
+4%
|
|
|
30
|
Burton Enright Welch
Walnut Creek,
California
|
$27.7M
|
+$1.59M
|
+59,353
|
+6%
|
|
|
31
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$27.6M
|
+$3.84M
|
+143,005
|
+17%
|
|
|
32
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$27.3M
|
+$1.24M
|
+46,345
|
+5%
|
|
|
33
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$27.2M
|
+$782K
|
+29,113
|
+3%
|
|
|
34
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$26.5M
|
+$10.8M
|
+402,055
|
+75%
|
|
|
35
|
Kooman & Associates
Altoona,
Pennsylvania
|
$25.2M
|
+$1.21M
|
+45,194
|
+5%
|
|
|
36
|
Your Advocates Ltd
Houston,
Texas
|
$24M
|
+$748K
|
+27,855
|
+3%
|
|
|
37
|
Seaside Wealth Management
Carlsbad,
California
|
$22.8M
|
+$955K
|
+35,571
|
+5%
|
|
|
38
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$22.4M
|
+$1.05M
|
+38,997
|
+5%
|
|
|
39
|
|
$21.4M
|
+$1.57M
|
+58,442
|
+8%
|
|
|
40
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$21.3M
|
+$143K
|
+5,340
|
+0.7%
|
|
|
41
|
Rather & Kittrell
Knoxville,
Tennessee
|
$20.4M
|
+$1.63M
|
+60,826
|
+9%
|
|
|
42
|
Brighton Jones LLC
Seattle,
Washington
|
$19.9M
|
+$489K
|
+18,219
|
+3%
|
|
|
43
|
Willow Creek Wealth Management
Sebastopol,
California
|
$19.3M
|
+$1.5M
|
+55,721
|
+9%
|
|
|
44
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$19.2M
|
+$1.85M
|
+68,780
|
+11%
|
|
|
45
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$19.1M
|
-$174K
|
-6,492
|
-0.9%
|
|
|
46
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$18.9M
|
+$75.3K
|
+2,804
|
+0.4%
|
|
|
47
|
Stratos Investment Management
Beachwood,
Ohio
|
$18.3M
|
+$2.61M
|
+97,396
|
+18%
|
|
|
48
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$17.6M
|
-$922K
|
-34,346
|
-5%
|
|
|
49
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$17.4M
|
+$2.15M
|
+80,116
|
+15%
|
|
|
50
|
RS Crum Inc
Newport Beach,
California
|
$17M
|
+$1.35M
|
+50,142
|
+9%
|
|
