|
51
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20M
|
+$621K
|
+18,649
|
+3%
|
|
|
52
|
Wealth Architects
Mountain View,
California
|
$18.8M
|
+$868K
|
+26,064
|
+5%
|
|
|
53
|
Capital Performance Advisors
Walnut Creek,
California
|
$18.1M
|
+$162K
|
+4,863
|
+0.9%
|
|
|
54
|
Total Wealth Planning
Cincinnati,
Ohio
|
$18.1M
|
+$1.7M
|
+51,158
|
+10%
|
|
|
55
|
Sequoia Financial Advisors
Akron,
Ohio
|
$17.7M
|
-$109K
|
-3,259
|
-0.6%
|
|
|
56
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$16.7M
|
+$558K
|
+16,733
|
+3%
|
|
|
57
|
Bayshore Asset Management
Coral Gables,
Florida
|
$16.6M
|
-$299K
|
-8,976
|
-2%
|
|
|
58
|
Bank of America
Charlotte,
North Carolina
|
$15.5M
|
+$1.57M
|
+47,142
|
+11%
|
|
|
59
|
Forum Financial Management
Lombard,
Illinois
|
$15.3M
|
-$159K
|
-4,766
|
-1%
|
|
|
60
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$15.1M
|
+$876K
|
+26,299
|
+6%
|
|
|
61
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$15M
|
+$1.43M
|
+43,048
|
+10%
|
|
|
62
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$14.7M
|
+$15M
|
+450,821
|
New
|
|
|
63
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$13.8M
|
+$847K
|
+25,416
|
+6%
|
|
|
64
|
McLean Asset Management
Tysons,
Virginia
|
$13.4M
|
-$18.5K
|
-554
|
-0.1%
|
|
|
65
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$13.3M
|
+$222K
|
+6,660
|
+2%
|
|
|
66
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$13.3M
|
-$736K
|
-22,093
|
-5%
|
|
|
67
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$13.2M
|
+$2.47M
|
+73,990
|
+22%
|
|
|
68
|
|
$13.1M
|
+$1.78M
|
+53,308
|
+15%
|
|
|
69
|
Dopkins Wealth Management
Williamsville,
New York
|
$12.8M
|
+$1.72M
|
+51,611
|
+15%
|
|
|
70
|
Trinity Financial Advisors
Columbus,
Ohio
|
$12.8M
|
+$2.26M
|
+67,821
|
+21%
|
|
|
71
|
Bridgeworth
Birmingham,
Alabama
|
$12.8M
|
+$948K
|
+28,465
|
+8%
|
|
|
72
|
Pathstone Family Office
Englewood,
New Jersey
|
$12.5M
|
-$1.21M
|
-36,173
|
-9%
|
|
|
73
|
Fortress Wealth Management
Culver City,
California
|
$12.4M
|
+$188K
|
+5,642
|
+2%
|
|
|
74
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$12.4M
|
+$34.8K
|
+1,045
|
+0.3%
|
|
|
75
|
1900 Wealth Management
San Antonio,
Texas
|
$12.1M
|
+$3.3M
|
+98,976
|
+37%
|
|
