|
26
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$10.6M
|
+$233K
|
+10,998
|
+2%
|
|
|
27
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$10M
|
+$64.7K
|
+3,050
|
+0.7%
|
|
|
28
|
|
$9.46M
|
+$6.07M
|
+285,890
|
+204%
|
|
|
29
|
Wealthfront Advisers
Palo Alto,
California
|
$9.03M
|
-$399K
|
-18,788
|
-4%
|
|
|
30
|
JBJ Investment Partners
Charleston,
South Carolina
|
$9M
|
+$8.6M
|
+405,182
|
New
|
|
|
31
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$8.66M
|
-$57.6K
|
-2,712
|
-0.7%
|
|
|
32
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$8.66M
|
-$622K
|
-29,296
|
-7%
|
|
|
33
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$8.62M
|
+$114K
|
+5,366
|
+1%
|
|
|
34
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$8.41M
|
+$89.2K
|
+4,202
|
+1%
|
|
|
35
|
Evensky & Katz
Coral Gables,
Florida
|
$8.32M
|
-$154K
|
-7,262
|
-2%
|
|
|
36
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.13M
|
+$68.2K
|
+3,212
|
+0.9%
|
|
|
37
|
CreativeOne Wealth
Overland Park,
Kansas
|
$8.07M
|
-$327K
|
-15,424
|
-4%
|
|
|
38
|
Truepoint Inc
Cincinnati,
Ohio
|
$8.06M
|
-$368K
|
-17,316
|
-5%
|
|
|
39
|
Morningstar Investment Management
Chicago,
Illinois
|
$8.01M
|
+$3.31M
|
+155,874
|
+76%
|
|
|
40
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$7.58M
|
+$533K
|
+25,126
|
+8%
|
|
|
41
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$7.56M
|
+$267K
|
+12,576
|
+4%
|
|
|
42
|
Piershale Financial Group
Barrington,
Illinois
|
$7.09M
|
+$6.77M
|
+319,146
|
New
|
|
|
43
|
JMG Financial Group
Downers Grove,
Illinois
|
$7.02M
|
+$48.4K
|
+2,280
|
+0.7%
|
|
|
44
|
Bangor Savings Bank
Bangor,
Maine
|
$6.84M
|
+$241K
|
+11,362
|
+4%
|
|
|
45
|
Moneywise Inc
Forest,
Virginia
|
$6.81M
|
+$121K
|
+5,694
|
+2%
|
|
|
46
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.77M
|
+$4.75K
|
+224
|
+0.1%
|
|
|
47
|
Gemmer Asset Management
Walnut Creek,
California
|
$6.26M
|
+$71.2K
|
+3,356
|
+1%
|
|
|
48
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$6.07M
|
+$1.59M
|
+75,124
|
+38%
|
|
|
49
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$6.03M
|
+$108K
|
+5,082
|
+2%
|
|
|
50
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$6.03M
|
+$243K
|
+11,434
|
+4%
|
|
