|
26
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.4M
|
+$2.87M
|
+98,798
|
+16%
|
|
|
27
|
Seaside Wealth Management
Carlsbad,
California
|
$19.9M
|
+$703K
|
+24,222
|
+4%
|
|
|
28
|
Truepoint Inc
Cincinnati,
Ohio
|
$19.4M
|
-$524K
|
-18,065
|
-3%
|
|
|
29
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$19.2M
|
+$2.38M
|
+81,953
|
+14%
|
|
|
30
|
Safeguard Investment Advisory Group
Corona,
California
|
$19.1M
|
+$2.26M
|
+77,895
|
+13%
|
|
|
31
|
Hassell Wealth Management
Houma,
Louisiana
|
$18.9M
|
+$1.28M
|
+44,010
|
+8%
|
|
|
32
|
Retirement Solution
Redmond,
Washington
|
$18.4M
|
+$165K
|
+5,673
|
+0.9%
|
|
|
33
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$18.1M
|
+$2.2M
|
+75,654
|
+14%
|
|
|
34
|
|
$17.7M
|
+$1.65M
|
+56,730
|
+10%
|
|
|
35
|
BetterWealth
San Jose,
California
|
$17.6M
|
+$398K
|
+13,715
|
+2%
|
|
|
36
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$17.3M
|
+$1.44M
|
+49,544
|
+9%
|
|
|
37
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$16M
|
+$464K
|
+15,997
|
+3%
|
|
|
38
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$16M
|
+$1.83M
|
+63,157
|
+13%
|
|
|
39
|
Zhang Financial
Portage,
Michigan
|
$15.5M
|
+$1.52M
|
+52,526
|
+11%
|
|
|
40
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$15.1M
|
+$1.23M
|
+42,458
|
+9%
|
|
|
41
|
|
$15.1M
|
+$1.87M
|
+64,340
|
+14%
|
|
|
42
|
Integris Wealth Management
Monterey,
California
|
$14.8M
|
-$1.43M
|
-49,314
|
-9%
|
|
|
43
|
NewEdge Advisors
New Orleans,
Louisiana
|
$14.8M
|
-$3.21M
|
-110,455
|
-18%
|
|
|
44
|
Private Wealth Management Group
Princeton,
New Jersey
|
$14.8M
|
-$2.61M
|
-89,815
|
-15%
|
|
|
45
|
Geneos Wealth Management
Englewood,
Colorado
|
$14.5M
|
+$98.4K
|
+3,391
|
+0.7%
|
|
|
46
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.7M
|
+$3.21M
|
+110,580
|
+30%
|
|
|
47
|
Creative Planning
Overland Park,
Kansas
|
$13.1M
|
+$866K
|
+29,855
|
+7%
|
|
|
48
|
Waterway Wealth Management
The Woodlands,
Texas
|
$12.9M
|
-$629K
|
-21,678
|
-5%
|
|
|
49
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$12.3M
|
+$904K
|
+31,162
|
+8%
|
|
|
50
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$11.6M
|
+$11.7M
|
+402,274
|
New
|
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