|
26
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$24.1M
|
+$23M
|
+635,340
|
New
|
|
|
27
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$23.9M
|
-$386K
|
-10,655
|
-2%
|
|
|
28
|
Index Fund Advisors
Irvine,
California
|
$22.2M
|
+$948K
|
+26,126
|
+5%
|
|
|
29
|
NorthAvenue LLC
Columbus,
Ohio
|
$20.7M
|
+$19.7M
|
+544,353
|
New
|
|
|
30
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$20M
|
+$877K
|
+24,177
|
+5%
|
|
|
31
|
Modera Wealth Management
Westwood,
New Jersey
|
$19.9M
|
-$1.1M
|
-30,265
|
-5%
|
|
|
32
|
Rather & Kittrell
Knoxville,
Tennessee
|
$19.4M
|
+$397K
|
+10,937
|
+2%
|
|
|
33
|
|
$19M
|
+$3.42M
|
+94,334
|
+23%
|
|
|
34
|
Sequoia Financial Advisors
Akron,
Ohio
|
$18.9M
|
+$978K
|
+26,955
|
+6%
|
|
|
35
|
Capital Performance Advisors
Walnut Creek,
California
|
$18.5M
|
+$16.3M
|
+450,225
|
+1,223%
|
|
|
36
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$18.4M
|
+$1.42M
|
+39,045
|
+9%
|
|
|
37
|
Financial Harvest
Winter Park,
Florida
|
$18.4M
|
+$817K
|
+22,517
|
+5%
|
|
|
38
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$18.3M
|
+$17.4M
|
+480,429
|
New
|
|
|
39
|
Miramar Fiduciary Corp
Reno,
Nevada
|
$17.9M
|
-$634K
|
-17,481
|
-4%
|
|
|
40
|
Quantum Financial Advisors
El Segundo,
California
|
$17.7M
|
-$355K
|
-9,801
|
-2%
|
|
|
41
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$16.8M
|
+$14.7K
|
+404
|
+0.1%
|
|
|
42
|
MB Generational Wealth
Spokane,
Washington
|
$16.6M
|
+$592K
|
+16,321
|
+4%
|
|
|
43
|
von Borstel & Associates
The Dalles,
Oregon
|
$16.3M
|
+$80.2K
|
+2,210
|
+0.5%
|
|
|
44
|
LRI Investments
Palm Beach Gardens,
Florida
|
$16.1M
|
-$469K
|
-12,921
|
-3%
|
|
|
45
|
KEB Asset Management
Springfield,
Illinois
|
$15.6M
|
+$91.4K
|
+2,520
|
+0.6%
|
|
|
46
|
William Mack & Associates
Troy,
Michigan
|
$15.2M
|
+$5.24M
|
+144,573
|
+57%
|
|
|
47
|
Beacon Pointe Advisors
Newport Beach,
California
|
$14.7M
|
+$974K
|
+26,844
|
+7%
|
|
|
48
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$14.2M
|
-$84.3K
|
-2,325
|
-0.6%
|
|
|
49
|
Seaside Wealth Management
Carlsbad,
California
|
$13.9M
|
-$156K
|
-4,290
|
-1%
|
|
|
50
|
|
$13.7M
|
+$720K
|
+19,865
|
+6%
|
|
