|
26
|
Asset Dedication LLC
San Francisco,
California
|
$2.63M
|
+$593K
|
+15,074
|
+29%
|
|
|
27
|
True North Advisors
Dallas,
Texas
|
$2.59M
|
+$240K
|
+6,110
|
+10%
|
|
|
28
|
Sterling Financial Planning
Sparta,
New Jersey
|
$2.59M
|
+$650K
|
+16,515
|
+33%
|
|
|
29
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$2.57M
|
-$8.97K
|
-228
|
-0.3%
|
|
|
30
|
Destiny Wealth Partners
Tavares,
Florida
|
$2.41M
|
+$164K
|
+4,165
|
+7%
|
|
|
31
|
Waterfront Wealth
Overland Park,
Kansas
|
$2.41M
|
-$18.4K
|
-468
|
-0.8%
|
|
|
32
|
Cabot Wealth Management
Salem,
Massachusetts
|
$2.28M
|
+$16.1K
|
+410
|
+0.7%
|
|
|
33
|
Stifel Financial
St. Louis,
Missouri
|
$2.24M
|
+$297K
|
+7,554
|
+15%
|
|
|
34
|
|
$2.08M
|
+$53.5K
|
+1,358
|
+3%
|
|
|
35
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.87M
|
+$139K
|
+3,544
|
+8%
|
|
|
36
|
Opes Wealth Management
Menlo Park,
California
|
$1.8M
|
-$670K
|
-17,020
|
-27%
|
|
|
37
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.73M
|
-$63.6K
|
-1,617
|
-4%
|
|
|
38
|
Northwest Wealth Management
Spencer,
Iowa
|
$1.47M
|
+$7.71K
|
+196
|
+0.5%
|
|
|
39
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$1.46M
|
-$33.7K
|
-856
|
-2%
|
|
|
40
|
Creative Planning
Overland Park,
Kansas
|
$1.37M
|
+$215K
|
+5,466
|
+19%
|
|
|
41
|
Aviance Capital Partners
Naples,
Florida
|
$1.22M
|
-$7.83K
|
-199
|
-0.6%
|
|
|
42
|
Managed Account Services
Coconut Grove,
Florida
|
$1.05M
|
-$27.2K
|
-691
|
-3%
|
|
|
43
|
Capital One Financial
Mclean,
Virginia
|
$1.03M
|
-$75.8K
|
-1,925
|
-7%
|
|
|
44
|
Mercer Global Advisors
Denver,
Colorado
|
$1.02M
|
+$15K
|
+380
|
+1%
|
|
|
45
|
Mariner
Overland Park,
Kansas
|
$976K
|
+$211K
|
+5,351
|
+27%
|
|
|
46
|
GW & Wade
Wellesley,
Massachusetts
|
$910K
|
+$912K
|
+23,177
|
New
|
|
|
47
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$785K
|
-$105K
|
-2,666
|
-12%
|
|
|
48
|
Envestnet Asset Management
Chicago,
Illinois
|
$766K
|
+$10.4K
|
+264
|
+1%
|
|
|
49
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$688K
|
–
|
–
|
–
|
|
|
50
|
Curtis Advisory Group
Santa Barbara,
California
|
$643K
|
+$22.1K
|
+562
|
+4%
|
|
