|
26
|
JBJ Investment Partners
Charleston,
South Carolina
|
$10.8M
|
+$1.81M
|
+81,214
|
+20%
|
|
|
27
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$10.7M
|
+$104K
|
+4,668
|
+1%
|
|
|
28
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$10.3M
|
+$265K
|
+11,874
|
+3%
|
|
|
29
|
Matrix Trust Company
Denver,
Colorado
|
$9.45M
|
+$9.49M
|
+425,286
|
New
|
|
|
30
|
|
$9.21M
|
-$261K
|
-11,688
|
-3%
|
|
|
31
|
Cypress Capital
Franklin,
Tennessee
|
$9.19M
|
-$2.29M
|
-102,482
|
-20%
|
|
|
32
|
Wealthfront Advisers
Palo Alto,
California
|
$8.9M
|
-$130K
|
-5,804
|
-1%
|
|
|
33
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$8.64M
|
-$18K
|
-806
|
-0.2%
|
|
|
34
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$8.62M
|
-$2.28K
|
-102
|
-0%
|
|
|
35
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$8.48M
|
+$141K
|
+6,302
|
+2%
|
|
|
36
|
CreativeOne Wealth
Overland Park,
Kansas
|
$8.46M
|
+$388K
|
+17,398
|
+5%
|
|
|
37
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$8.37M
|
+$807K
|
+36,166
|
+11%
|
|
|
38
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$8.36M
|
-$324K
|
-14,526
|
-4%
|
|
|
39
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.13M
|
+$4.91K
|
+220
|
+0.1%
|
|
|
40
|
Evensky & Katz
Coral Gables,
Florida
|
$8.06M
|
-$267K
|
-11,954
|
-3%
|
|
|
41
|
Truepoint Inc
Cincinnati,
Ohio
|
$7.85M
|
-$218K
|
-9,786
|
-3%
|
|
|
42
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$7.61M
|
+$24.1K
|
+1,080
|
+0.3%
|
|
|
43
|
Moneywise Inc
Forest,
Virginia
|
$7.48M
|
-$428K
|
-19,162
|
-5%
|
|
|
44
|
Premise Capital
Naperville,
Illinois
|
$7.24M
|
-$4.43M
|
-198,378
|
-35%
|
|
|
45
|
JMG Financial Group
Downers Grove,
Illinois
|
$7.14M
|
+$118K
|
+5,276
|
+2%
|
|
|
46
|
Bangor Savings Bank
Bangor,
Maine
|
$7.06M
|
+$224K
|
+10,032
|
+3%
|
|
|
47
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.93M
|
+$164K
|
+7,344
|
+2%
|
|
|
48
|
Omega Financial Group
Santa Barbara,
California
|
$6.21M
|
+$530K
|
+23,766
|
+9%
|
|
|
49
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$6.19M
|
+$124K
|
+5,564
|
+2%
|
|
|
50
|
Krilogy Financial
St. Louis,
Missouri
|
$6.11M
|
+$251K
|
+11,252
|
+4%
|
|
