|
26
|
WealthPLAN Partners
Omaha,
Nebraska
|
$10.1M
|
+$4.05M
|
+143,663
|
+66%
|
|
|
27
|
SigFig Wealth Management
San Francisco,
California
|
$10M
|
+$10M
|
+354,969
|
New
|
|
|
28
|
Global Financial Private Capital
Sarasota,
Florida
|
$9.38M
|
+$8.37M
|
+296,593
|
+813%
|
|
|
29
|
WrapManager Inc
Mill Valley,
California
|
$8.83M
|
+$8.85M
|
+313,673
|
New
|
|
|
30
|
Willow Creek Wealth Management
Sebastopol,
California
|
$7.79M
|
+$7.81M
|
+276,744
|
New
|
|
|
31
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$7.42M
|
+$159K
|
+5,620
|
+2%
|
|
|
32
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$6.75M
|
+$702K
|
+24,896
|
+12%
|
|
|
33
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$6.23M
|
+$5.54M
|
+196,272
|
+785%
|
|
|
34
|
Advisornet Financial
Minnetonka,
Minnesota
|
$6.21M
|
+$6.15M
|
+217,948
|
+8,464%
|
|
|
35
|
Larson Financial Group
St Louis,
Missouri
|
$5.76M
|
+$4.66M
|
+165,261
|
+420%
|
|
|
36
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$5.24M
|
+$951K
|
+33,707
|
+22%
|
|
|
37
|
|
$4.8M
|
+$4.81M
|
+170,408
|
New
|
|
|
38
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.3M
|
+$367K
|
+13,010
|
+9%
|
|
|
39
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$3.93M
|
+$3.94M
|
+139,669
|
New
|
|
|
40
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.87M
|
+$1.77M
|
+62,904
|
+84%
|
|
|
41
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$3.84M
|
+$3.85M
|
+136,459
|
New
|
|
|
42
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$3.72M
|
-$132K
|
-4,682
|
-3%
|
|
|
43
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$3.71M
|
+$956K
|
+33,887
|
+35%
|
|
|
44
|
UBS Group
Zurich,
Switzerland
|
$3.45M
|
-$10.6M
|
-375,120
|
-75%
|
|
|
45
|
|
$3.42M
|
-$266K
|
-9,412
|
-7%
|
|
|
46
|
Lucia Wealth Services
San Diego,
California
|
$3.24M
|
+$1.76M
|
+62,371
|
+118%
|
|
|
47
|
Watermark Asset Management
San Ramon,
California
|
$3.14M
|
+$1.86M
|
+65,853
|
+144%
|
|
|
48
|
Delta Dental Plan of Michigan
Okemos,
Michigan
|
$2.82M
|
-$3.82M
|
-135,334
|
-57%
|
|
|
49
|
Continuum Advisory
Eagle,
Idaho
|
$2.75M
|
+$2.34M
|
+82,990
|
+570%
|
|
|
50
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$2.73M
|
+$357K
|
+12,642
|
+15%
|
|
