|
26
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$11.3M
|
-$102K
|
-4,450
|
-0.9%
|
|
|
27
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$10.9M
|
+$10.9K
|
+476
|
+0.1%
|
|
|
28
|
Premise Capital
Naperville,
Illinois
|
$10.1M
|
+$1.47M
|
+64,076
|
+18%
|
|
|
29
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$9.84M
|
+$577K
|
+25,142
|
+7%
|
|
|
30
|
JBJ Investment Partners
Charleston,
South Carolina
|
$9.76M
|
-$1.66M
|
-72,590
|
-15%
|
|
|
31
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$9.68M
|
+$777K
|
+33,878
|
+9%
|
|
|
32
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$9.46M
|
+$281K
|
+12,242
|
+3%
|
|
|
33
|
Wealthfront Advisers
Palo Alto,
California
|
$9.37M
|
-$81.4K
|
-3,550
|
-0.9%
|
|
|
34
|
|
$9.24M
|
-$520K
|
-22,668
|
-5%
|
|
|
35
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.13M
|
+$5.46M
|
+238,062
|
+160%
|
|
|
36
|
Advisor Group
Phoenix,
Arizona
|
$9.1M
|
+$3.99M
|
+174,072
|
+82%
|
|
|
37
|
CreativeOne Wealth
Overland Park,
Kansas
|
$9.1M
|
+$113K
|
+4,948
|
+1%
|
|
|
38
|
Cypress Capital
Franklin,
Tennessee
|
$8.89M
|
-$840K
|
-36,648
|
-9%
|
|
|
39
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$8.82M
|
-$310K
|
-13,514
|
-3%
|
|
|
40
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$8.79M
|
-$43.7K
|
-1,906
|
-0.5%
|
|
|
41
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.46M
|
+$1.07M
|
+46,562
|
+15%
|
|
|
42
|
Evensky & Katz
Coral Gables,
Florida
|
$8.31M
|
-$237K
|
-10,356
|
-3%
|
|
|
43
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$8.28M
|
+$195K
|
+8,494
|
+2%
|
|
|
44
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.22M
|
-$406K
|
-17,696
|
-5%
|
|
|
45
|
Truepoint Inc
Cincinnati,
Ohio
|
$8.08M
|
-$245K
|
-10,686
|
-3%
|
|
|
46
|
Omega Financial Group
Santa Barbara,
California
|
$7.93M
|
+$1.31M
|
+57,180
|
+20%
|
|
|
47
|
Moneywise Inc
Forest,
Virginia
|
$7.78M
|
-$161K
|
-7,024
|
-2%
|
|
|
48
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.66M
|
-$5.38M
|
-234,532
|
-42%
|
|
|
49
|
Bangor Savings Bank
Bangor,
Maine
|
$7.55M
|
+$56.2K
|
+2,450
|
+0.8%
|
|
|
50
|
JMG Financial Group
Downers Grove,
Illinois
|
$7.3M
|
-$270K
|
-11,766
|
-4%
|
|
