|
51
|
Sequoia Financial Advisors
Akron,
Ohio
|
$17.9M
|
-$528K
|
-16,079
|
-3%
|
|
|
52
|
Bayshore Asset Management
Coral Gables,
Florida
|
$17.6M
|
-$184K
|
-5,605
|
-1%
|
|
|
53
|
Total Wealth Planning
Cincinnati,
Ohio
|
$16.5M
|
+$2.67M
|
+81,446
|
+19%
|
|
|
54
|
Beacon Pointe Advisors
Newport Beach,
California
|
$16.5M
|
+$2.39M
|
+72,652
|
+17%
|
|
|
55
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$16.3M
|
+$976K
|
+29,717
|
+6%
|
|
|
56
|
Forum Financial Management
Lombard,
Illinois
|
$15.6M
|
-$1.38M
|
-41,945
|
-8%
|
|
|
57
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$14.3M
|
+$1.02M
|
+30,969
|
+8%
|
|
|
58
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$14.1M
|
-$226K
|
-6,889
|
-2%
|
|
|
59
|
Bank of America
Charlotte,
North Carolina
|
$14.1M
|
-$17.1M
|
-521,524
|
-55%
|
|
|
60
|
Pathstone Family Office
Englewood,
New Jersey
|
$13.8M
|
+$2.84M
|
+86,428
|
+26%
|
|
|
61
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$13.7M
|
+$271K
|
+8,265
|
+2%
|
|
|
62
|
McLean Asset Management
Tysons,
Virginia
|
$13.5M
|
-$165K
|
-5,013
|
-1%
|
|
|
63
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$13.2M
|
+$255K
|
+7,779
|
+2%
|
|
|
64
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$13.1M
|
+$32.8K
|
+999
|
+0.3%
|
|
|
65
|
First Command Bank
Fort Worth,
Texas
|
$12.7M
|
+$12.7M
|
+387,622
|
New
|
|
|
66
|
First Command Financial Services
Fort Worth,
Texas
|
$12.7M
|
+$12.7M
|
+387,622
|
New
|
|
|
67
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$12.4M
|
+$521K
|
+15,861
|
+4%
|
|
|
68
|
Fortress Wealth Management
Culver City,
California
|
$12.3M
|
+$1.29M
|
+39,130
|
+12%
|
|
|
69
|
Shearwater Capital
Denver,
Colorado
|
$12.1M
|
-$183K
|
-5,576
|
-1%
|
|
|
70
|
Bridgeworth
Birmingham,
Alabama
|
$11.9M
|
+$3.95M
|
+120,351
|
+50%
|
|
|
71
|
Rather & Kittrell
Knoxville,
Tennessee
|
$11.7M
|
-$253K
|
-7,711
|
-2%
|
|
|
72
|
Rockefeller Capital Management
New York
|
$11.7M
|
+$1.19M
|
+36,225
|
+11%
|
|
|
73
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$11.6M
|
-$29.4K
|
-895
|
-0.3%
|
|
|
74
|
|
$11.5M
|
+$5.37M
|
+163,461
|
+88%
|
|
|
75
|
Claris Advisors
St. Louis,
Missouri
|
$11.2M
|
+$183K
|
+5,574
|
+2%
|
|
