|
51
|
Brio Consultants
San Francisco,
California
|
$22.5M
|
+$3.97M
|
+133,137
|
+22%
|
|
|
52
|
Financial Strategies Group
Okemos,
Michigan
|
$21.8M
|
+$1.53M
|
+51,247
|
+8%
|
|
|
53
|
Wealthquest
Cincinnati,
Ohio
|
$21.8M
|
+$2.96M
|
+99,247
|
+16%
|
|
|
54
|
United Capital Financial Advisors
Irving,
Texas
|
$20.7M
|
-$6.8K
|
-228
|
-0%
|
|
|
55
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$20.4M
|
-$5.82M
|
-194,995
|
-22%
|
|
|
56
|
Clear Creek Financial Management
Silverdale,
Washington
|
$18.5M
|
+$16M
|
+535,702
|
+659%
|
|
|
57
|
WrapManager Inc
Mill Valley,
California
|
$18.3M
|
+$498K
|
+16,682
|
+3%
|
|
|
58
|
SigFig Wealth Management
San Francisco,
California
|
$18.1M
|
+$2.53M
|
+84,843
|
+16%
|
|
|
59
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$17.5M
|
+$3.11M
|
+104,301
|
+22%
|
|
|
60
|
PFS Investments
Duluth,
Georgia
|
$17.2M
|
-$352K
|
-11,803
|
-2%
|
|
|
61
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$17M
|
+$3.47M
|
+116,306
|
+26%
|
|
|
62
|
|
$16.5M
|
-$2.19M
|
-73,438
|
-12%
|
|
|
63
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$16.3M
|
+$1.58M
|
+52,981
|
+11%
|
|
|
64
|
Alexandria Capital
Arlington,
Virginia
|
$16M
|
+$2.27M
|
+76,146
|
+17%
|
|
|
65
|
Bank of America
Charlotte,
North Carolina
|
$16M
|
+$1.32M
|
+44,352
|
+9%
|
|
|
66
|
Weitzel Financial Services
Dubuque,
Iowa
|
$15.6M
|
+$701K
|
+23,502
|
+5%
|
|
|
67
|
Citadel Advisors
Miami,
Florida
|
$15.4M
|
-$8.96M
|
-300,488
|
-37%
|
|
|
68
|
Affinia Financial Group
Burlington,
Massachusetts
|
$15.3M
|
-$2.39M
|
-80,081
|
-14%
|
|
|
69
|
|
$14.7M
|
+$5.56M
|
+186,470
|
+61%
|
|
|
70
|
WealthPLAN Partners
Omaha,
Nebraska
|
$14.3M
|
+$854K
|
+28,626
|
+6%
|
|
|
71
|
|
$14.1M
|
+$12.1M
|
+403,985
|
+612%
|
|
|
72
|
JT Stratford LLC
Gainesville,
Georgia
|
$13.1M
|
+$251K
|
+8,403
|
+2%
|
|
|
73
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$13M
|
-$11.5M
|
-386,065
|
-47%
|
|
|
74
|
UBS Group
Zurich,
Switzerland
|
$12.7M
|
-$1.41M
|
-47,138
|
-10%
|
|
|
75
|
Golden State Wealth Management
Santa Ana,
California
|
$12.7M
|
+$1.97M
|
+65,913
|
+19%
|
|
