|
51
|
BFSG LLC
Irvine,
California
|
$8.8M
|
+$283K
|
+9,974
|
+3%
|
|
|
52
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$8.74M
|
+$1.99M
|
+70,364
|
+30%
|
|
|
53
|
Peak Financial Management
Wellesley,
Massachusetts
|
$8.47M
|
+$214K
|
+7,554
|
+3%
|
|
|
54
|
SVB Investment Services
Salt Lake City,
Utah
|
$8.4M
|
+$8.41M
|
+296,836
|
New
|
|
|
55
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$8.36M
|
+$675K
|
+23,832
|
+9%
|
|
|
56
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.3M
|
+$787K
|
+27,772
|
+10%
|
|
|
57
|
Matrix Trust Company
Denver,
Colorado
|
$8.16M
|
-$266K
|
-9,370
|
-3%
|
|
|
58
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$8.11M
|
+$12.4K
|
+438
|
+0.2%
|
|
|
59
|
HighTower Advisors
Chicago,
Illinois
|
$7.92M
|
+$244K
|
+8,624
|
+3%
|
|
|
60
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.86M
|
-$381K
|
-13,444
|
-5%
|
|
|
61
|
PFS Investments
Duluth,
Georgia
|
$7.74M
|
+$77.5K
|
+2,736
|
+1%
|
|
|
62
|
Asset Management Group
Stamford,
Connecticut
|
$7.73M
|
+$2.63M
|
+92,700
|
+51%
|
|
|
63
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$7.72M
|
+$218K
|
+7,678
|
+3%
|
|
|
64
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$7.56M
|
-$7.49M
|
-264,230
|
-50%
|
|
|
65
|
Knowledge Leaders Capital
Denver,
Colorado
|
$7.46M
|
+$7.47M
|
+263,578
|
New
|
|
|
66
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$6.99M
|
+$6.57M
|
+231,940
|
+1,560%
|
|
|
67
|
Financial Life Advisors
San Antonio,
Texas
|
$6.92M
|
+$104K
|
+3,656
|
+2%
|
|
|
68
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$6.6M
|
+$7.35M
|
+259,238
|
+645%
|
|
|
69
|
Lee Financial
Dallas,
Texas
|
$6.45M
|
-$146K
|
-5,160
|
-2%
|
|
|
70
|
Avior Wealth Management
Omaha,
Nebraska
|
$6.14M
|
+$820K
|
+28,924
|
+15%
|
|
|
71
|
SeaCrest Wealth Management
Purchase,
New York
|
$6.11M
|
+$345K
|
+12,178
|
+6%
|
|
|
72
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$6.02M
|
-$665K
|
-23,460
|
-10%
|
|
|
73
|
Charles Schwab Trust
Henderson,
Nevada
|
$5.92M
|
+$988K
|
+34,860
|
+20%
|
|
|
74
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.88M
|
+$244K
|
+8,622
|
+4%
|
|
|
75
|
MML Investors Services
Springfield,
Massachusetts
|
$5.54M
|
+$1.18M
|
+41,562
|
+27%
|
|
