|
51
|
Evensky & Katz
Coral Gables,
Florida
|
$15.1M
|
-$4.4M
|
-87,289
|
-23%
|
|
|
52
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$15.1M
|
+$1.11M
|
+21,992
|
+8%
|
|
|
53
|
Insight Wealth Strategies
San Ramon,
California
|
$14.7M
|
+$853K
|
+16,921
|
+6%
|
|
|
54
|
Glovista Investments
Jersey City,
New Jersey
|
$14.6M
|
+$7.41M
|
+147,051
|
+102%
|
|
|
55
|
Capital Planning Advisors
Roseville,
California
|
$14.6M
|
+$570K
|
+11,309
|
+4%
|
|
|
56
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$14.5M
|
+$1.04M
|
+20,651
|
+8%
|
|
|
57
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$13.7M
|
-$5.42M
|
-107,510
|
-28%
|
|
|
58
|
Sand Hill Global Advisors
Palo Alto,
California
|
$13.7M
|
+$5.95M
|
+118,046
|
+77%
|
|
|
59
|
First National Trust
Hermitage,
Pennsylvania
|
$13.2M
|
+$7.54M
|
+149,615
|
+133%
|
|
|
60
|
Albion Financial Group
Salt Lake City,
Utah
|
$12.9M
|
+$700K
|
+13,898
|
+6%
|
|
|
61
|
Stifel Financial
St. Louis,
Missouri
|
$12.4M
|
+$1.88M
|
+37,329
|
+18%
|
|
|
62
|
CWH Capital Management
Spokane,
Washington
|
$12.3M
|
+$874K
|
+17,355
|
+8%
|
|
|
63
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$12.1M
|
+$4.43M
|
+87,885
|
+58%
|
|
|
64
|
Novare Capital Management
Charlotte,
North Carolina
|
$11.7M
|
+$577K
|
+11,445
|
+5%
|
|
|
65
|
Advisor Group
Phoenix,
Arizona
|
$11.7M
|
+$2.95M
|
+58,526
|
+34%
|
|
|
66
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$11.3M
|
+$144K
|
+2,858
|
+1%
|
|
|
67
|
Vickerman & Driscoll Financial Advisors
Spokane,
Washington
|
$11.2M
|
+$257K
|
+5,102
|
+2%
|
|
|
68
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$11.2M
|
-$734K
|
-14,575
|
-6%
|
|
|
69
|
Glassman Wealth Services
Vienna,
Virginia
|
$10.8M
|
+$10.8M
|
+215,000
|
New
|
|
|
70
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$10.5M
|
-$283K
|
-5,621
|
-3%
|
|
|
71
|
Evergreen Capital Management
Bellevue,
Washington
|
$10.5M
|
+$627K
|
+12,450
|
+6%
|
|
|
72
|
Jackson Wealth Management
Lake Mary,
Florida
|
$10.2M
|
-$1.64M
|
-32,456
|
-14%
|
|
|
73
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$10.2M
|
+$373K
|
+7,399
|
+4%
|
|
|
74
|
Abbrea Capital
Greenbrae,
California
|
$10.1M
|
-$875K
|
-17,368
|
-8%
|
|
|
75
|
Pacific Financial Group
Bellevue,
Washington
|
$9.84M
|
–
|
–
|
–
|
|
