|
51
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$23.7M
|
+$7.37M
|
+284,000
|
+45%
|
|
|
52
|
Creative Planning
Overland Park,
Kansas
|
$23.3M
|
-$2.13M
|
-82,002
|
-8%
|
|
|
53
|
Navalign LLC
Encino,
California
|
$22.4M
|
+$3.17M
|
+122,150
|
+17%
|
|
|
54
|
Willow Creek Wealth Management
Sebastopol,
California
|
$21.1M
|
+$2.55M
|
+98,250
|
+14%
|
|
|
55
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$20.7M
|
+$1.2M
|
+46,110
|
+6%
|
|
|
56
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$19.7M
|
+$525K
|
+20,232
|
+3%
|
|
|
57
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$19.6M
|
+$1.26M
|
+48,478
|
+7%
|
|
|
58
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$18.1M
|
+$6.48M
|
+249,662
|
+56%
|
|
|
59
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$17.9M
|
+$899K
|
+34,644
|
+5%
|
|
|
60
|
L.J. Altfest & Co
New York
|
$17.8M
|
+$5.35M
|
+206,272
|
+43%
|
|
|
61
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$17.7M
|
–
|
–
|
–
|
|
|
62
|
Foster & Motley
Cincinnati,
Ohio
|
$17.5M
|
+$2.01M
|
+77,456
|
+13%
|
|
|
63
|
Avior Wealth Management
Omaha,
Nebraska
|
$17.5M
|
+$1.16M
|
+44,620
|
+7%
|
|
|
64
|
Financial Engines Advisors
Santa Clara,
California
|
$16.7M
|
-$384K
|
-14,816
|
-2%
|
|
|
65
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$16.6M
|
+$8.11M
|
+312,596
|
+97%
|
|
|
66
|
Robinswood Financial
Kirkland,
Washington
|
$16.4M
|
-$77.2K
|
-2,974
|
-0.5%
|
|
|
67
|
Principal Financial Group
Des Moines,
Iowa
|
$16M
|
+$1.54M
|
+59,500
|
+11%
|
|
|
68
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$15.7M
|
+$12.6M
|
+486,080
|
+417%
|
|
|
69
|
Asset Management Group
Stamford,
Connecticut
|
$15M
|
-$106K
|
-4,100
|
-0.7%
|
|
|
70
|
Steward Partners Investment Advisory
New York
|
$14.3M
|
+$2.2M
|
+84,714
|
+18%
|
|
|
71
|
Morningstar Investment Services
Chicago,
Illinois
|
$14.1M
|
-$14.1M
|
-545,312
|
-50%
|
|
|
72
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.6M
|
+$812K
|
+31,296
|
+6%
|
|
|
73
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$13M
|
+$36.4K
|
+1,402
|
+0.3%
|
|
|
74
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$12.5M
|
-$1.44M
|
-55,668
|
-10%
|
|
|
75
|
Peak Financial Management
Wellesley,
Massachusetts
|
$12.3M
|
+$201K
|
+7,742
|
+2%
|
|
