|
26
|
Planning Alternatives
Birmingham,
Michigan
|
$12.5M
|
-$656K
|
-38,001
|
-5%
|
|
|
27
|
JMG Financial Group
Downers Grove,
Illinois
|
$12.2M
|
-$264K
|
-15,297
|
-2%
|
|
|
28
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$12.2M
|
+$11.9M
|
+688,275
|
New
|
|
|
29
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$11.7M
|
+$11.3M
|
+657,576
|
New
|
|
|
30
|
Bogart Wealth LLC
Mclean,
Virginia
|
$11.7M
|
+$314K
|
+18,180
|
+3%
|
|
|
31
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$11.6M
|
+$11.3M
|
+653,904
|
New
|
|
|
32
|
Denver PWM
Denver,
Colorado
|
$11.5M
|
+$234K
|
+13,572
|
+2%
|
|
|
33
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$11.4M
|
-$372K
|
-21,543
|
-3%
|
|
|
34
|
Ameriprise
Minneapolis,
Minnesota
|
$11.4M
|
+$243K
|
+14,082
|
+2%
|
|
|
35
|
Financial Consulate
Hunt Valley,
Maryland
|
$11.3M
|
+$827K
|
+47,895
|
+8%
|
|
|
36
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$11.1M
|
+$730K
|
+42,300
|
+8%
|
|
|
37
|
LPL Financial
San Diego,
California
|
$10.5M
|
+$1.62M
|
+94,143
|
+19%
|
|
|
38
|
Wells Fargo
San Francisco,
California
|
$10.4M
|
+$140K
|
+8,115
|
+1%
|
|
|
39
|
Leavell Investment Management
Mobile,
Alabama
|
$10.4M
|
+$178K
|
+10,332
|
+2%
|
|
|
40
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$10M
|
-$85.2K
|
-4,938
|
-0.9%
|
|
|
41
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$9.81M
|
+$5.72M
|
+331,338
|
+150%
|
|
|
42
|
Harfst & Associates
Sheridan,
Wyoming
|
$9.03M
|
-$640K
|
-37,092
|
-7%
|
|
|
43
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$8.93M
|
+$763K
|
+44,238
|
+10%
|
|
|
44
|
Old Dominion Capital Management
Charlottesville,
Virginia
|
$8.76M
|
+$218K
|
+12,630
|
+3%
|
|
|
45
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$8.71M
|
+$67K
|
+3,882
|
+0.8%
|
|
|
46
|
Summit Financial Strategies
Columbus,
Ohio
|
$8.7M
|
+$483K
|
+28,017
|
+6%
|
|
|
47
|
St. Johns Investment Management
Jacksonville,
Florida
|
$8.6M
|
-$209K
|
-12,090
|
-2%
|
|
|
48
|
United Capital Financial Advisors
Irving,
Texas
|
$8.57M
|
-$87.8K
|
-5,088
|
-1%
|
|
|
49
|
Newport Wealth Strategies
Irvine,
California
|
$8.56M
|
+$8.05M
|
+466,251
|
New
|
|
|
50
|
Gemmer Asset Management
Walnut Creek,
California
|
$8.33M
|
+$191K
|
+11,052
|
+2%
|
|
