|
26
|
|
$18.5M
|
+$7.87M
|
+255,869
|
+84%
|
|
|
27
|
Modera Wealth Management
Westwood,
New Jersey
|
$18.4M
|
+$15.5M
|
+502,874
|
+895%
|
|
|
28
|
Quantum Financial Advisors
El Segundo,
California
|
$17.6M
|
-$426K
|
-13,851
|
-3%
|
|
|
29
|
Miramar Fiduciary Corp
Reno,
Nevada
|
$16.8M
|
–
|
–
|
–
|
|
|
30
|
Index Fund Advisors
Irvine,
California
|
$16.6M
|
+$325K
|
+10,557
|
+2%
|
|
|
31
|
Bank of America
Charlotte,
North Carolina
|
$16.4M
|
+$3.3M
|
+107,148
|
+27%
|
|
|
32
|
Rather & Kittrell
Knoxville,
Tennessee
|
$15.5M
|
+$75.4K
|
+2,451
|
+0.5%
|
|
|
33
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$15.5M
|
+$1.51M
|
+49,219
|
+12%
|
|
|
34
|
Sequoia Financial Advisors
Akron,
Ohio
|
$14.9M
|
+$3.3M
|
+107,262
|
+31%
|
|
|
35
|
Financial Harvest
Winter Park,
Florida
|
$14.7M
|
+$13.8M
|
+448,041
|
New
|
|
|
36
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.6M
|
+$824K
|
+26,764
|
+6%
|
|
|
37
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$14.6M
|
+$68.8K
|
+2,237
|
+0.5%
|
|
|
38
|
LRI Investments
Palm Beach Gardens,
Florida
|
$14.5M
|
-$167K
|
-5,437
|
-1%
|
|
|
39
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$14.3M
|
-$939K
|
-30,496
|
-7%
|
|
|
40
|
von Borstel & Associates
The Dalles,
Oregon
|
$13.9M
|
-$648K
|
-21,040
|
-5%
|
|
|
41
|
KEB Asset Management
Springfield,
Illinois
|
$13.5M
|
-$671K
|
-21,807
|
-5%
|
|
|
42
|
Pathstone Holdings
Englewood,
New Jersey
|
$13.1M
|
-$395K
|
-12,835
|
-3%
|
|
|
43
|
AlphaCore Capital
La Jolla,
California
|
$13M
|
+$12.1M
|
+392,837
|
+14,070%
|
|
|
44
|
Seaside Wealth Management
Carlsbad,
California
|
$12.2M
|
+$207K
|
+6,712
|
+2%
|
|
|
45
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$12.1M
|
+$665K
|
+21,596
|
+6%
|
|
|
46
|
Abacus Wealth Partners
Santa Monica,
California
|
$11.7M
|
-$21.8M
|
-708,844
|
-67%
|
|
|
47
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$11.3M
|
+$1.33M
|
+43,346
|
+14%
|
|
|
48
|
Cardiff Park Advisors
Carlsbad,
California
|
$11.3M
|
+$288K
|
+9,343
|
+3%
|
|
|
49
|
Beacon Pointe Advisors
Newport Beach,
California
|
$10.9M
|
-$317K
|
-10,284
|
-3%
|
|
|
50
|
Sensible Money
Scottsdale,
Arizona
|
$10.9M
|
+$27.5K
|
+892
|
+0.3%
|
|
