|
26
|
SkyOak Wealth
Southfield,
Michigan
|
$8.08M
|
+$7.78M
|
+122,973
|
New
|
|
|
27
|
GHP Investment Advisors
Denver,
Colorado
|
$8.06M
|
+$1.49M
|
+23,508
|
+24%
|
|
|
28
|
Advisor Group
Phoenix,
Arizona
|
$7.5M
|
+$889K
|
+14,045
|
+14%
|
|
|
29
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$7.4M
|
+$2.06M
|
+32,559
|
+40%
|
|
|
30
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$6.99M
|
-$181K
|
-2,856
|
-3%
|
|
|
31
|
Evensky & Katz
Coral Gables,
Florida
|
$6.97M
|
-$1.15M
|
-18,126
|
-15%
|
|
|
32
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.9M
|
-$308M
|
-4,868,580
|
-98%
|
|
|
33
|
Klingman & Associates
New York
|
$6.89M
|
+$238K
|
+3,760
|
+4%
|
|
|
34
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$6.77M
|
-$87.8K
|
-1,387
|
-1%
|
|
|
35
|
Derby & Company
Newton,
Massachusetts
|
$6.73M
|
+$174K
|
+2,751
|
+3%
|
|
|
36
|
First National Trust
Hermitage,
Pennsylvania
|
$6.67M
|
+$321K
|
+5,074
|
+5%
|
|
|
37
|
Wells Fargo
San Francisco,
California
|
$6.47M
|
+$216K
|
+3,411
|
+4%
|
|
|
38
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$6.2M
|
+$416K
|
+6,577
|
+7%
|
|
|
39
|
Waller Financial Planning Group
Columbus,
Ohio
|
$5.97M
|
+$129K
|
+2,042
|
+2%
|
|
|
40
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$5.94M
|
-$64.1K
|
-1,012
|
-1%
|
|
|
41
|
Retirement Group
San Diego,
California
|
$5.84M
|
+$5.63M
|
+88,873
|
New
|
|
|
42
|
First American Trust
Santa Ana,
California
|
$5.73M
|
+$1.15M
|
+18,176
|
+26%
|
|
|
43
|
Focus Financial Network
Minneapolis,
Minnesota
|
$5.7M
|
+$295K
|
+4,658
|
+6%
|
|
|
44
|
Quest Capital Management
Dallas,
Texas
|
$5.7M
|
+$2.59M
|
+40,864
|
+89%
|
|
|
45
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$5.58M
|
-$886
|
-14
|
-0%
|
|
|
46
|
L.J. Altfest & Co
New York
|
$5.49M
|
-$48.3K
|
-763
|
-0.9%
|
|
|
47
|
INVST
Indianapolis,
Indiana
|
$5.19M
|
+$1.74M
|
+27,544
|
+54%
|
|
|
48
|
Mariner
Overland Park,
Kansas
|
$5.17M
|
+$30.8K
|
+487
|
+0.6%
|
|
|
49
|
Lutz Financial Services
Omaha,
Nebraska
|
$5.14M
|
+$503K
|
+7,954
|
+11%
|
|
|
50
|
Modera Wealth Management
Westwood,
New Jersey
|
$5.12M
|
-$39.2K
|
-619
|
-0.8%
|
|
