|
51
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$11M
|
+$115K
|
+4,418
|
+1%
|
|
|
52
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$10.9M
|
+$773K
|
+29,722
|
+8%
|
|
|
53
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$9.97M
|
+$776K
|
+29,848
|
+9%
|
|
|
54
|
VERITY Wealth Advisors
Sausalito,
United States
|
$9.79M
|
+$3.8M
|
+146,294
|
+66%
|
|
|
55
|
BSW Wealth Partners
Boulder,
Colorado
|
$9.21M
|
+$926K
|
+35,616
|
+11%
|
|
|
56
|
AJ Wealth Strategies
New York
|
$8.98M
|
+$1.69M
|
+64,998
|
+24%
|
|
|
57
|
Evensky & Katz
Coral Gables,
Florida
|
$8.66M
|
+$243K
|
+9,334
|
+3%
|
|
|
58
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$8.41M
|
+$5M
|
+192,296
|
+154%
|
|
|
59
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$8.35M
|
+$50.2K
|
+1,930
|
+0.6%
|
|
|
60
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$8.28M
|
+$76.4K
|
+2,938
|
+0.9%
|
|
|
61
|
LPL Financial
San Diego,
California
|
$8.08M
|
-$1.29M
|
-49,616
|
-14%
|
|
|
62
|
Omega Financial Group
Santa Barbara,
California
|
$7.67M
|
+$314K
|
+12,070
|
+4%
|
|
|
63
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$7.42M
|
-$72.6K
|
-2,792
|
-1%
|
|
|
64
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$7.24M
|
-$466K
|
-17,904
|
-6%
|
|
|
65
|
Secrest Blakey & Associates
Raleigh,
North Carolina
|
$7.13M
|
+$404K
|
+15,522
|
+6%
|
|
|
66
|
JMG Financial Group
Downers Grove,
Illinois
|
$7.07M
|
-$710K
|
-27,290
|
-9%
|
|
|
67
|
|
$7.02M
|
-$1.72M
|
-66,132
|
-20%
|
|
|
68
|
Burleson & Co
Petaluma,
California
|
$6.91M
|
-$873K
|
-33,584
|
-11%
|
|
|
69
|
FAS Wealth Partners
Leawood,
Kansas
|
$6.87M
|
-$928K
|
-35,686
|
-12%
|
|
|
70
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6.6M
|
+$697K
|
+26,786
|
+12%
|
|
|
71
|
Advisor Group
Phoenix,
Arizona
|
$6.28M
|
+$402K
|
+15,458
|
+7%
|
|
|
72
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$6.06M
|
-$870K
|
-33,444
|
-13%
|
|
|
73
|
Roundview Capital
Princeton,
New Jersey
|
$5.93M
|
+$1.05M
|
+40,456
|
+22%
|
|
|
74
|
Financial Advocates Investment Management
Olympia,
Washington
|
$5.77M
|
+$4.15M
|
+159,412
|
+273%
|
|
|
75
|
Bigelow Investment Advisors
Portland,
Maine
|
$5.6M
|
+$147K
|
+5,670
|
+3%
|
|
