|
26
|
Brio Consultants
San Francisco,
California
|
$41.8M
|
+$17.4M
|
+608,729
|
+68%
|
|
|
27
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$41.7M
|
+$42.9M
|
+1,500,000
|
New
|
|
|
28
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$41M
|
-$9.75M
|
-341,256
|
-20%
|
|
|
29
|
Creative Planning
Overland Park,
Kansas
|
$40.4M
|
-$6.98M
|
-244,372
|
-14%
|
|
|
30
|
Waller Financial Planning Group
Columbus,
Ohio
|
$37.8M
|
-$2.5M
|
-87,518
|
-6%
|
|
|
31
|
KWB Wealth
Redlands,
California
|
$37.4M
|
-$126K
|
-4,413
|
-0.3%
|
|
|
32
|
AssetMark Inc
Concord,
California
|
$35.9M
|
-$25.1M
|
-878,434
|
-41%
|
|
|
33
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$35.6M
|
+$1.3M
|
+45,387
|
+4%
|
|
|
34
|
Tobias Financial Advisors
Plantation,
Florida
|
$34.9M
|
+$35.9M
|
+1,256,928
|
New
|
|
|
35
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$34.2M
|
+$998K
|
+34,938
|
+3%
|
|
|
36
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32.6M
|
+$5.44M
|
+190,562
|
+19%
|
|
|
37
|
Good Life Advisors
Reading,
Pennsylvania
|
$32.3M
|
+$6.67M
|
+233,266
|
+25%
|
|
|
38
|
MML Investors Services
Springfield,
Massachusetts
|
$31M
|
+$8.48M
|
+296,752
|
+36%
|
|
|
39
|
Reston Wealth Management
Reston,
Virginia
|
$30.9M
|
+$132K
|
+4,631
|
+0.4%
|
|
|
40
|
Clear Creek Financial Management
Silverdale,
Washington
|
$29.3M
|
+$7.48M
|
+261,716
|
+33%
|
|
|
41
|
Waverly Advisors
Birmingham,
Alabama
|
$28.1M
|
+$1.25M
|
+43,785
|
+5%
|
|
|
42
|
Money Design
Tokyo,
Japan
|
$26.1M
|
+$487K
|
+17,048
|
+2%
|
|
|
43
|
Astoria Strategic Wealth
Conroe,
Texas
|
$25.5M
|
-$462K
|
-16,161
|
-2%
|
|
|
44
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$25.1M
|
+$728K
|
+25,474
|
+3%
|
|
|
45
|
IHT Wealth Management
Chicago,
Illinois
|
$24.8M
|
+$25M
|
+875,812
|
+5,469%
|
|
|
46
|
|
$23.7M
|
+$3.9M
|
+136,472
|
+19%
|
|
|
47
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$22.8M
|
+$671K
|
+23,487
|
+3%
|
|
|
48
|
Wells Fargo
San Francisco,
California
|
$22.1M
|
-$2.29M
|
-80,052
|
-9%
|
|
|
49
|
Park Avenue Securities
New York
|
$22M
|
-$4.14M
|
-145,019
|
-15%
|
|
|
50
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$21.1M
|
+$1.82M
|
+63,673
|
+9%
|
|
