|
26
|
WealthPLAN Partners
Omaha,
Nebraska
|
$10.1M
|
+$518K
|
+18,633
|
+5%
|
|
|
27
|
Willow Creek Wealth Management
Sebastopol,
California
|
$10.1M
|
-$125K
|
-4,487
|
-1%
|
|
|
28
|
SigFig Wealth Management
San Francisco,
California
|
$9.88M
|
+$33.1K
|
+1,188
|
+0.3%
|
|
|
29
|
Global Financial Private Capital
Sarasota,
Florida
|
$9.14M
|
-$793K
|
-28,487
|
-8%
|
|
|
30
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$8.7M
|
+$34.1K
|
+1,227
|
+0.4%
|
|
|
31
|
Advisornet Financial
Minnetonka,
Minnesota
|
$7.28M
|
+$409K
|
+14,698
|
+6%
|
|
|
32
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$7.25M
|
+$60.2K
|
+2,164
|
+0.8%
|
|
|
33
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$7.05M
|
+$573K
|
+20,601
|
+9%
|
|
|
34
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$6.81M
|
+$11.8K
|
+423
|
+0.2%
|
|
|
35
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$6.08M
|
+$922K
|
+33,133
|
+18%
|
|
|
36
|
Larson Financial Group
St Louis,
Missouri
|
$5.54M
|
-$61.9K
|
-2,223
|
-1%
|
|
|
37
|
Continuum Advisory
Eagle,
Idaho
|
$5.12M
|
+$822K
|
+29,542
|
+19%
|
|
|
38
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.03M
|
+$388K
|
+13,950
|
+8%
|
|
|
39
|
UBS Group
Zurich,
Switzerland
|
$4.36M
|
+$6.51K
|
+234
|
+0.1%
|
|
|
40
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$4.34M
|
+$733K
|
+26,335
|
+20%
|
|
|
41
|
|
$3.82M
|
+$167K
|
+5,996
|
+5%
|
|
|
42
|
Sand Hill Global Advisors
Palo Alto,
California
|
$3.61M
|
-$1.71M
|
-61,570
|
-32%
|
|
|
43
|
WealthSource Partners
San Luis Obispo,
California
|
$3.5M
|
+$45.1K
|
+1,621
|
+1%
|
|
|
44
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$3.5M
|
-$199K
|
-7,158
|
-5%
|
|
|
45
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.4M
|
-$1.06M
|
-38,269
|
-24%
|
|
|
46
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$3.16M
|
-$207K
|
-7,425
|
-6%
|
|
|
47
|
Watermark Asset Management
San Ramon,
California
|
$3.16M
|
+$46.2K
|
+1,662
|
+1%
|
|
|
48
|
Darwin Wealth Management
Tampa,
Florida
|
$3.15M
|
+$3.16M
|
+113,667
|
New
|
|
|
49
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$3.02M
|
+$164K
|
+5,884
|
+6%
|
|
|
50
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$2.77M
|
+$2.79M
|
+100,118
|
New
|
|
