|
26
|
Pathstone Holdings
Englewood,
New Jersey
|
$66.1M
|
+$1.44M
|
+37,944
|
+2%
|
|
|
27
|
Planning Center Inc
Moline,
Illinois
|
$61.5M
|
-$3.82M
|
-100,837
|
-6%
|
|
|
28
|
Beacon Pointe Advisors
Newport Beach,
California
|
$60M
|
+$20.5M
|
+541,437
|
+52%
|
|
|
29
|
High Probability Advisors
Pittsford,
New York
|
$57.9M
|
+$1.43M
|
+37,641
|
+3%
|
|
|
30
|
Freedom Investment Management
Hartford,
Connecticut
|
$52.5M
|
-$2.92M
|
-77,203
|
-5%
|
|
|
31
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$51.2M
|
+$4.7M
|
+123,991
|
+10%
|
|
|
32
|
Bank of America
Charlotte,
North Carolina
|
$50.9M
|
+$409K
|
+10,797
|
+0.8%
|
|
|
33
|
Clarius Group LLC
Seattle,
Washington
|
$50.1M
|
+$813K
|
+21,454
|
+2%
|
|
|
34
|
Retirement Solution
Redmond,
Washington
|
$49.4M
|
+$564K
|
+14,883
|
+1%
|
|
|
35
|
Satovsky Asset Management
New York
|
$48.4M
|
+$414K
|
+10,927
|
+0.9%
|
|
|
36
|
Safeguard Investment Advisory Group
Corona,
California
|
$48.2M
|
-$2.08M
|
-54,992
|
-4%
|
|
|
37
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$47.3M
|
+$2.29M
|
+60,450
|
+5%
|
|
|
38
|
Symmetry Partners
Glastonbury,
Connecticut
|
$46.5M
|
+$46.3M
|
+1,221,978
|
New
|
|
|
39
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$46.4M
|
-$774K
|
-20,442
|
-2%
|
|
|
40
|
Mariner
Overland Park,
Kansas
|
$46M
|
-$1.6M
|
-42,360
|
-3%
|
|
|
41
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$45.4M
|
+$1.15M
|
+30,432
|
+3%
|
|
|
42
|
Efficient Advisors
Mason,
Ohio
|
$43M
|
-$7.28M
|
-192,199
|
-15%
|
|
|
43
|
Greenspring Advisors
Towson,
Maryland
|
$42.2M
|
+$42M
|
+1,109,388
|
New
|
|
|
44
|
Root Financial Partners
Encinitas,
California
|
$41.6M
|
+$12M
|
+315,744
|
+41%
|
|
|
45
|
Burton Enright Welch
Walnut Creek,
California
|
$41M
|
+$1.63M
|
+42,917
|
+4%
|
|
|
46
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$41M
|
+$206K
|
+5,427
|
+0.5%
|
|
|
47
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$40M
|
+$3.58M
|
+94,630
|
+10%
|
|
|
48
|
Timonier Family Office
Winston Salem,
North Carolina
|
$40M
|
+$1.82M
|
+48,059
|
+5%
|
|
|
49
|
|
$39.5M
|
-$2.31M
|
-61,001
|
-6%
|
|
|
50
|
Fulton Bank
Lancaster,
Pennsylvania
|
$39.4M
|
+$2.67M
|
+70,373
|
+7%
|
|
