|
51
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$16.2M
|
+$193K
|
+4,839
|
+1%
|
|
|
52
|
Focus Partners Wealth
Boston,
Massachusetts
|
$15.5M
|
+$2.87M
|
+71,810
|
+24%
|
|
|
53
|
Heritage Wealth Architects
Mendota Heights,
Minnesota
|
$14.5M
|
+$169K
|
+4,226
|
+1%
|
|
|
54
|
Steward Partners Investment Advisory
New York
|
$14.5M
|
-$158K
|
-3,965
|
-1%
|
|
|
55
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$14.2M
|
+$981K
|
+24,561
|
+8%
|
|
|
56
|
Ted Buchan & Co
San Diego,
California
|
$14.1M
|
+$360K
|
+9,010
|
+3%
|
|
|
57
|
World Investment Advisors
Santa Barbara,
California
|
$14M
|
+$1.79M
|
+44,740
|
+16%
|
|
|
58
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$13.8M
|
-$160K
|
-3,997
|
-1%
|
|
|
59
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$13.5M
|
-$249K
|
-6,227
|
-2%
|
|
|
60
|
NFP Retirement Inc
Aliso Viejo,
California
|
$13.2M
|
-$42.8K
|
-1,071
|
-0.3%
|
|
|
61
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$12.9M
|
+$260K
|
+6,509
|
+2%
|
|
|
62
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$12.9M
|
+$377K
|
+9,437
|
+3%
|
|
|
63
|
Glenmede Investment Management
Philadelphia,
Pennsylvania
|
$12.9M
|
+$12.2M
|
+304,284
|
New
|
|
|
64
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$12M
|
-$261K
|
-6,545
|
-2%
|
|
|
65
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$11.4M
|
+$1.05M
|
+26,195
|
+11%
|
|
|
66
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$10.7M
|
-$2.04M
|
-51,062
|
-17%
|
|
|
67
|
Osborne Partners Capital Management
San Francisco,
California
|
$10.7M
|
-$381K
|
-9,540
|
-4%
|
|
|
68
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$10.1M
|
-$398K
|
-9,959
|
-4%
|
|
|
69
|
Essex Financial Services
Essex,
Connecticut
|
$9.75M
|
+$1.06M
|
+26,439
|
+13%
|
|
|
70
|
IEQ Capital
Foster City,
California
|
$9.37M
|
+$3.24K
|
+81
|
+0%
|
|
|
71
|
Wealthspire Advisors (New York)
New York
|
$9.33M
|
-$46.3K
|
-1,158
|
-0.5%
|
|
|
72
|
Avantax Advisory Services
Dallas,
Texas
|
$9.15M
|
-$134K
|
-3,365
|
-2%
|
|
|
73
|
Trinity Legacy Partners
Houston,
Texas
|
$9.11M
|
+$82.2K
|
+2,057
|
+1%
|
|
|
74
|
Arlington Financial Advisors
Santa Barbara,
California
|
$8.48M
|
-$130K
|
-3,254
|
-2%
|
|
|
75
|
Creative Planning
Overland Park,
Kansas
|
$8.39M
|
-$109K
|
-2,732
|
-1%
|
|
