|
26
|
Creative Planning
Overland Park,
Kansas
|
$47.5M
|
-$15.7M
|
-157,309
|
-25%
|
|
|
27
|
Charles Schwab
San Francisco,
California
|
$46.1M
|
-$787K
|
-7,901
|
-2%
|
|
|
28
|
Colony Group
Boston,
Massachusetts
|
$45.8M
|
+$4.09M
|
+41,016
|
+10%
|
|
|
29
|
Montag & Associates
Atlanta,
Georgia
|
$45.2M
|
+$1.21M
|
+12,153
|
+3%
|
|
|
30
|
AJ Wealth Strategies
New York
|
$45.1M
|
-$725K
|
-7,279
|
-2%
|
|
|
31
|
TD Capital Management
Memphis,
Tennessee
|
$44.3M
|
-$1.35M
|
-13,552
|
-3%
|
|
|
32
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$43.7M
|
+$4.26M
|
+42,718
|
+11%
|
|
|
33
|
EQ LLC
Bellevue,
Washington
|
$41.8M
|
+$34.4M
|
+345,065
|
+449%
|
|
|
34
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$39.9M
|
–
|
–
|
–
|
|
|
35
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$39M
|
-$96.4M
|
-967,369
|
-71%
|
|
|
36
|
Hilltop Holdings
Dallas,
Texas
|
$37.7M
|
+$30.5M
|
+306,465
|
+414%
|
|
|
37
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$35.5M
|
+$28.9M
|
+290,027
|
+426%
|
|
|
38
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$34.5M
|
-$13.6M
|
-136,968
|
-28%
|
|
|
39
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$33.7M
|
-$8.89M
|
-89,248
|
-21%
|
|
|
40
|
Avion Wealth
The Woodlands,
Texas
|
$32.7M
|
-$6.31M
|
-63,356
|
-16%
|
|
|
41
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$31.2M
|
-$1.13M
|
-11,366
|
-3%
|
|
|
42
|
Evermay Wealth Management
Arlington,
Virginia
|
$29.6M
|
+$5.51M
|
+55,328
|
+23%
|
|
|
43
|
Mangham Associates
Charlottesville,
Virginia
|
$29.3M
|
+$81K
|
+813
|
+0.3%
|
|
|
44
|
Raymond James & Associates
St Petersburg,
Florida
|
$29.2M
|
-$447K
|
-4,488
|
-2%
|
|
|
45
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$28.7M
|
-$32.5M
|
-326,036
|
-53%
|
|
|
46
|
|
$27.4M
|
-$2.8M
|
-28,116
|
-9%
|
|
|
47
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$27.3M
|
-$1.28M
|
-12,810
|
-4%
|
|
|
48
|
CoreCap Advisors
Southfield,
Michigan
|
$27M
|
+$19.7M
|
+197,407
|
+265%
|
|
|
49
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$26.4M
|
+$683K
|
+6,859
|
+3%
|
|
|
50
|
IFP Advisors
Tampa,
Florida
|
$26.1M
|
–
|
–
|
–
|
|
