|
26
|
EP Wealth Advisors
Torrance,
California
|
$1.06M
|
+$1.06M
|
+46,360
|
New
|
|
|
27
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$1.03M
|
+$18.7K
|
+818
|
+2%
|
|
|
28
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$915K
|
+$39.9K
|
+1,740
|
+5%
|
|
|
29
|
Straight Path Wealth Management
Jenison,
Michigan
|
$858K
|
+$83.5K
|
+3,643
|
+11%
|
|
|
30
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$757K
|
-$76.3K
|
-3,328
|
-9%
|
|
|
31
|
Ironwood Financial
Tucson,
Arizona
|
$749K
|
+$38.9K
|
+1,695
|
+5%
|
|
|
32
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$605K
|
+$62.9K
|
+2,744
|
+12%
|
|
|
33
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$601K
|
+$527
|
+23
|
+0.1%
|
|
|
34
|
WrapManager Inc
Mill Valley,
California
|
$571K
|
+$37.2K
|
+1,625
|
+7%
|
|
|
35
|
Howland Capital Management
Boston,
Massachusetts
|
$567K
|
+$567K
|
+24,730
|
New
|
|
|
36
|
Osaic Holdings
Scottsdale,
Arizona
|
$534K
|
+$268K
|
+11,705
|
+101%
|
|
|
37
|
Summit Wealth Partners
Orlando,
Florida
|
$486K
|
+$11.7K
|
+510
|
+2%
|
|
|
38
|
Sunbelt Securities
Houston,
Texas
|
$445K
|
–
|
–
|
–
|
|
|
39
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$400K
|
+$2.89K
|
+126
|
+0.7%
|
|
|
40
|
Raymond James & Associates
St Petersburg,
Florida
|
$388K
|
-$14.9K
|
-652
|
-4%
|
|
|
41
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$382K
|
+$58.7K
|
+2,562
|
+18%
|
|
|
42
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$377K
|
-$6.6K
|
-288
|
-2%
|
|
|
43
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$323K
|
+$50.7K
|
+2,213
|
+18%
|
|
|
44
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$275K
|
+$275K
|
+12,015
|
New
|
|
|
45
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$268K
|
+$267K
|
+11,666
|
New
|
|
|
46
|
BBJS Financial Advisors
Seattle,
Washington
|
$247K
|
+$46
|
+2
|
+0%
|
|
|
47
|
Windsor Capital Management
Phoenix,
Arizona
|
$247K
|
+$6.49K
|
+283
|
+3%
|
|
|
48
|
HeadInvest LLC
Portland,
Maine
|
$230K
|
–
|
–
|
–
|
|
|
49
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$224K
|
–
|
–
|
–
|
|
|
50
|
MTM Financial Group
Bethlehem,
Pennsylvania
|
$220K
|
+$3.96K
|
+173
|
+2%
|
|
