|
26
|
Root Financial Partners
Encinitas,
California
|
$79M
|
+$22.7M
|
+569,857
|
+43%
|
|
|
27
|
Pathstone Holdings
Englewood,
New Jersey
|
$77.1M
|
+$2.32M
|
+58,236
|
+3%
|
|
|
28
|
Vise Technologies
New York
|
$77M
|
+$32.6M
|
+818,159
|
+80%
|
|
|
29
|
Raymond James Financial
St Petersburg,
Florida
|
$72.8M
|
+$3.21M
|
+80,536
|
+5%
|
|
|
30
|
Planning Center Inc
Moline,
Illinois
|
$69.8M
|
+$835K
|
+20,923
|
+1%
|
|
|
31
|
High Probability Advisors
Pittsford,
New York
|
$67.2M
|
+$3.69M
|
+92,595
|
+6%
|
|
|
32
|
Bank of America
Charlotte,
North Carolina
|
$62.6M
|
+$2.93M
|
+73,517
|
+5%
|
|
|
33
|
Bouchey Financial Group
Troy,
New York
|
$58.2M
|
-$30.6M
|
-767,643
|
-36%
|
|
|
34
|
Clearstead Advisors
Cleveland,
Ohio
|
$56.9M
|
-$53.9M
|
-1,351,541
|
-50%
|
|
|
35
|
Satovsky Asset Management
New York
|
$56.1M
|
+$1.32M
|
+33,045
|
+3%
|
|
|
36
|
Retirement Solution
Redmond,
Washington
|
$55M
|
+$237K
|
+5,943
|
+0.5%
|
|
|
37
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$54.7M
|
-$31.1K
|
-780
|
-0.1%
|
|
|
38
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$53.7M
|
+$3.44M
|
+86,170
|
+7%
|
|
|
39
|
Symmetry Partners
Glastonbury,
Connecticut
|
$52.7M
|
-$1.05M
|
-26,299
|
-2%
|
|
|
40
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$51.6M
|
+$477K
|
+11,958
|
+1%
|
|
|
41
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$50.8M
|
+$1.16M
|
+29,005
|
+2%
|
|
|
42
|
Burton Enright Welch
Walnut Creek,
California
|
$49.9M
|
+$3.25M
|
+81,552
|
+7%
|
|
|
43
|
Meredith Wealth Planning
Maryville,
Illinois
|
$49.6M
|
-$413K
|
-10,356
|
-0.9%
|
|
|
44
|
Catalyst Capital Advisors
Huntington,
New York
|
$48.9M
|
–
|
–
|
–
|
|
|
45
|
Millburn Ridgefield Corp
New York
|
$48.9M
|
–
|
–
|
–
|
|
|
46
|
Greenspring Advisors
Towson,
Maryland
|
$48.9M
|
+$1.02M
|
+25,445
|
+2%
|
|
|
47
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$48.7M
|
-$3.28M
|
-82,246
|
-7%
|
|
|
48
|
Safeguard Investment Advisory Group
Corona,
California
|
$48.6M
|
-$2.64M
|
-66,211
|
-5%
|
|
|
49
|
Harbour Investments
Madison,
Wisconsin
|
$47.6M
|
+$1.8M
|
+45,097
|
+4%
|
|
|
50
|
Freedom Investment Management
Hartford,
Connecticut
|
$46.9M
|
-$2.47M
|
-61,856
|
-5%
|
|
