|
26
|
Tanglewood Wealth Management
Houston,
Texas
|
$20.4M
|
+$1.83M
|
+96,309
|
+10%
|
|
|
27
|
UBS Group
Zurich,
Switzerland
|
$20.1M
|
+$510K
|
+26,871
|
+3%
|
|
|
28
|
Creative Planning
Overland Park,
Kansas
|
$18.8M
|
-$291K
|
-15,339
|
-2%
|
|
|
29
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$17M
|
+$754K
|
+39,732
|
+5%
|
|
|
30
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$16.9M
|
+$621K
|
+32,724
|
+4%
|
|
|
31
|
Kestra Advisory Services
Austin,
Texas
|
$16.9M
|
+$3.77M
|
+198,420
|
+30%
|
|
|
32
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$16.1M
|
-$586K
|
-30,876
|
-4%
|
|
|
33
|
Systelligence LLC
Bloomington,
Minnesota
|
$15.9M
|
-$1.79M
|
-94,461
|
-10%
|
|
|
34
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$15.7M
|
+$635K
|
+33,435
|
+4%
|
|
|
35
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$15M
|
+$603K
|
+31,779
|
+4%
|
|
|
36
|
Bartlett & Co
Cincinnati,
Ohio
|
$15M
|
+$603K
|
+31,779
|
+4%
|
|
|
37
|
Cabot Wealth Management
Salem,
Massachusetts
|
$14.2M
|
+$1.24M
|
+65,121
|
+10%
|
|
|
38
|
Firestone Capital Management
Coral Gables,
Florida
|
$13.6M
|
+$1.22M
|
+64,236
|
+10%
|
|
|
39
|
|
$13.2M
|
-$221K
|
-11,619
|
-2%
|
|
|
40
|
Northland Capital Management
Virginia,
Minnesota
|
$13.2M
|
+$12.8M
|
+674,022
|
New
|
|
|
41
|
Cobblestone Capital Advisors
Rochester,
New York
|
$12.4M
|
-$208K
|
-10,932
|
-2%
|
|
|
42
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$11.9M
|
-$249K
|
-13,098
|
-2%
|
|
|
43
|
Prairiewood Capital
Fargo,
North Dakota
|
$11.8M
|
+$367K
|
+19,320
|
+3%
|
|
|
44
|
Opes Wealth Management
Menlo Park,
California
|
$11.7M
|
-$976K
|
-51,402
|
-8%
|
|
|
45
|
White Pine Investment Company
Livonia,
Michigan
|
$11.3M
|
-$75K
|
-3,951
|
-0.7%
|
|
|
46
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$11.3M
|
+$1.03M
|
+54,261
|
+10%
|
|
|
47
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$10.4M
|
+$123K
|
+6,477
|
+1%
|
|
|
48
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.87M
|
+$877K
|
+46,200
|
+10%
|
|
|
49
|
RHS Financial
San Francisco,
California
|
$8.99M
|
+$2.76M
|
+145,134
|
+46%
|
|
|
50
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$8.95M
|
+$697K
|
+36,690
|
+9%
|
|
