|
26
|
Planning Center Inc
Moline,
Illinois
|
$64.9M
|
+$277K
|
+7,556
|
+0.4%
|
|
|
27
|
Pathstone Holdings
Englewood,
New Jersey
|
$64.2M
|
+$2.63M
|
+71,609
|
+4%
|
|
|
28
|
HB Wealth Management
Atlanta,
Georgia
|
$57.9M
|
+$24.5M
|
+667,899
|
+77%
|
|
|
29
|
High Probability Advisors
Pittsford,
New York
|
$56.1M
|
+$1.66M
|
+45,291
|
+3%
|
|
|
30
|
Freedom Investment Management
Hartford,
Connecticut
|
$55M
|
-$4.78M
|
-130,246
|
-8%
|
|
|
31
|
Bank of America
Charlotte,
North Carolina
|
$50.2M
|
+$8.31M
|
+226,712
|
+21%
|
|
|
32
|
Safeguard Investment Advisory Group
Corona,
California
|
$50M
|
-$3.28M
|
-89,386
|
-6%
|
|
|
33
|
Efficient Advisors
Mason,
Ohio
|
$49.9M
|
+$2.1M
|
+57,208
|
+5%
|
|
|
34
|
Clarius Group LLC
Seattle,
Washington
|
$49M
|
+$7.99M
|
+218,016
|
+20%
|
|
|
35
|
Retirement Solution
Redmond,
Washington
|
$48.5M
|
-$221K
|
-6,014
|
-0.5%
|
|
|
36
|
Satovsky Asset Management
New York
|
$47.6M
|
-$754K
|
-20,564
|
-2%
|
|
|
37
|
Mariner
Overland Park,
Kansas
|
$47.3M
|
-$4.46M
|
-121,714
|
-9%
|
|
|
38
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$46.2M
|
+$5.25M
|
+143,228
|
+13%
|
|
|
39
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$45.7M
|
+$248K
|
+6,751
|
+0.5%
|
|
|
40
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$44.7M
|
-$38.1M
|
-1,038,542
|
-47%
|
|
|
41
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$44M
|
-$416K
|
-11,346
|
-1%
|
|
|
42
|
Wealthstream Advisors
New York
|
$41.6M
|
+$1.48M
|
+40,321
|
+4%
|
|
|
43
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$41.5M
|
-$4M
|
-109,162
|
-9%
|
|
|
44
|
|
$41.5M
|
-$18.2M
|
-495,650
|
-31%
|
|
|
45
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$40.8M
|
+$777K
|
+21,193
|
+2%
|
|
|
46
|
Beacon Pointe Advisors
Newport Beach,
California
|
$39.2M
|
+$4.82M
|
+131,587
|
+15%
|
|
|
47
|
Burton Enright Welch
Walnut Creek,
California
|
$39.1M
|
+$1.64M
|
+44,798
|
+5%
|
|
|
48
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$37.9M
|
+$1.2M
|
+32,861
|
+3%
|
|
|
49
|
Timonier Family Office
Winston Salem,
North Carolina
|
$37.9M
|
+$3.46M
|
+94,272
|
+10%
|
|
|
50
|
Catalyst Capital Advisors
Huntington,
New York
|
$37.2M
|
-$2.64M
|
-72,119
|
-7%
|
|
