|
26
|
Liberty Wealth Management
Oakland,
California
|
$22.4M
|
-$3.47M
|
-137,551
|
-14%
|
|
|
27
|
BetterWealth
San Jose,
California
|
$21.1M
|
+$58K
|
+2,299
|
+0.3%
|
|
|
28
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.8M
|
+$10.8M
|
+426,380
|
+151%
|
|
|
29
|
Retirement Solution
Redmond,
Washington
|
$18.1M
|
+$607K
|
+24,044
|
+4%
|
|
|
30
|
Kooman & Associates
Altoona,
Pennsylvania
|
$16.4M
|
+$1.2M
|
+47,553
|
+8%
|
|
|
31
|
True Wealth Design
Akron,
Ohio
|
$16.3M
|
+$1.47M
|
+58,276
|
+10%
|
|
|
32
|
Sequoia Financial Advisors
Akron,
Ohio
|
$15.9M
|
+$4.8M
|
+190,046
|
+47%
|
|
|
33
|
Allworth Financial
Folsom,
California
|
$14.9M
|
+$2.08M
|
+82,369
|
+17%
|
|
|
34
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$14.4M
|
-$456K
|
-18,068
|
-3%
|
|
|
35
|
Founders Financial Securities
Towson,
Maryland
|
$14.3M
|
+$2.63M
|
+104,102
|
+24%
|
|
|
36
|
Horizon Investments
Charlotte,
North Carolina
|
$14.2M
|
+$2.74M
|
+108,680
|
+25%
|
|
|
37
|
Beacon Pointe Advisors
Newport Beach,
California
|
$14M
|
+$3.74M
|
+148,313
|
+39%
|
|
|
38
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$14M
|
+$11.7M
|
+464,670
|
+745%
|
|
|
39
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$14M
|
+$2.86M
|
+113,305
|
+28%
|
|
|
40
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$13.8M
|
+$2.01M
|
+79,508
|
+18%
|
|
|
41
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.7M
|
-$7.67M
|
-304,049
|
-37%
|
|
|
42
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$10.7M
|
+$1.34M
|
+53,203
|
+15%
|
|
|
43
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$10.6M
|
+$2.82M
|
+111,848
|
+39%
|
|
|
44
|
Pinnacle Associates
New York
|
$9.91M
|
+$1.08M
|
+42,700
|
+13%
|
|
|
45
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$9.91M
|
+$1.08M
|
+42,700
|
+13%
|
|
|
46
|
Aveo Capital Partners
Englewood,
Colorado
|
$9.21M
|
+$702K
|
+27,815
|
+9%
|
|
|
47
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$9.21M
|
+$556K
|
+22,030
|
+7%
|
|
|
48
|
Satovsky Asset Management
New York
|
$9.03M
|
+$1.18M
|
+46,615
|
+16%
|
|
|
49
|
CPA Asset Management
West Palm Beach,
Florida
|
$8.59M
|
+$145K
|
+5,762
|
+2%
|
|
|
50
|
Crown Wealth Group
Charlotte,
North Carolina
|
$8.05M
|
-$6.46M
|
-256,174
|
-46%
|
|
