|
26
|
Sequoia Financial Advisors
Akron,
Ohio
|
$18M
|
+$6.47M
|
+253,516
|
+57%
|
|
|
27
|
HighTower Advisors
Chicago,
Illinois
|
$17.3M
|
+$897K
|
+35,150
|
+6%
|
|
|
28
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$16.9M
|
+$383K
|
+14,996
|
+2%
|
|
|
29
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$16.7M
|
-$7.29M
|
-285,910
|
-31%
|
|
|
30
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.3M
|
+$5.05M
|
+197,886
|
+46%
|
|
|
31
|
Total Investment Management
Scottsdale,
Arizona
|
$15.7M
|
-$1.83M
|
-71,776
|
-11%
|
|
|
32
|
Bangor Savings Bank
Bangor,
Maine
|
$15.1M
|
+$2.13M
|
+83,596
|
+17%
|
|
|
33
|
Destination Wealth Management
Walnut Creek,
California
|
$14.8M
|
-$115M
|
-4,517,746
|
-89%
|
|
|
34
|
Planning Alternatives
Birmingham,
Michigan
|
$14.6M
|
+$530K
|
+20,770
|
+4%
|
|
|
35
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$14.2M
|
+$724K
|
+28,376
|
+5%
|
|
|
36
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$14M
|
+$1.04M
|
+40,876
|
+8%
|
|
|
37
|
|
$13.6M
|
+$669K
|
+26,228
|
+5%
|
|
|
38
|
JBJ Investment Partners
Charleston,
South Carolina
|
$13.1M
|
+$12.9M
|
+505,498
|
New
|
|
|
39
|
Opes Wealth Management
Menlo Park,
California
|
$12.9M
|
+$12.7M
|
+496,344
|
New
|
|
|
40
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$12.8M
|
-$158K
|
-6,208
|
-1%
|
|
|
41
|
Pacific Edge Advisors
Corona Del Mar,
California
|
$12M
|
+$1.23M
|
+48,140
|
+12%
|
|
|
42
|
Cobblestone Capital Advisors
Rochester,
New York
|
$11.9M
|
-$4.32M
|
-169,154
|
-27%
|
|
|
43
|
Alesco Advisors
Pittsford,
New York
|
$11.7M
|
+$731K
|
+28,648
|
+7%
|
|
|
44
|
Leavell Investment Management
Mobile,
Alabama
|
$11.3M
|
+$2.32M
|
+90,900
|
+27%
|
|
|
45
|
Friedenthal Financial
Marlton,
New Jersey
|
$10.7M
|
-$528K
|
-20,688
|
-5%
|
|
|
46
|
TD Ameritrade Trust
Denver,
Colorado
|
$10.7M
|
+$1.83M
|
+71,600
|
+21%
|
|
|
47
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$10.6M
|
-$249K
|
-9,742
|
-2%
|
|
|
48
|
SVA Wealth Management
Madison,
Wisconsin
|
$10.3M
|
+$846K
|
+33,150
|
+9%
|
|
|
49
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$9.89M
|
+$9.73M
|
+381,236
|
New
|
|
|
50
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$9.86M
|
+$690K
|
+27,040
|
+8%
|
|
