|
26
|
AssetMark Inc
Concord,
California
|
$32.9M
|
-$3.99M
|
-138,768
|
-11%
|
|
|
27
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$32.2M
|
-$1.26M
|
-43,807
|
-4%
|
|
|
28
|
Park Avenue Securities
New York
|
$30.1M
|
+$1.36M
|
+47,282
|
+5%
|
|
|
29
|
Renaissance Technologies
New York
|
$28.3M
|
-$5.31M
|
-184,372
|
-16%
|
|
|
30
|
Portland Global Advisors
Portland,
Maine
|
$27.2M
|
+$2.61M
|
+90,560
|
+11%
|
|
|
31
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$26.6M
|
+$1.89M
|
+65,649
|
+8%
|
|
|
32
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$22.8M
|
+$373K
|
+12,979
|
+2%
|
|
|
33
|
Merit Financial Group
Alpharetta,
Georgia
|
$22.8M
|
+$8.95M
|
+311,095
|
+65%
|
|
|
34
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$22.7M
|
+$22.6M
|
+786,174
|
New
|
|
|
35
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$21.7M
|
-$1.39M
|
-48,435
|
-6%
|
|
|
36
|
Nelson Capital Management
Menlo Park,
California
|
$20.9M
|
+$1.45M
|
+50,421
|
+7%
|
|
|
37
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$20.9M
|
+$146K
|
+5,078
|
+0.7%
|
|
|
38
|
Willow Creek Wealth Management
Sebastopol,
California
|
$18.3M
|
-$457K
|
-15,869
|
-2%
|
|
|
39
|
L.J. Altfest & Co
New York
|
$18.3M
|
+$261K
|
+9,085
|
+1%
|
|
|
40
|
Madison Asset Management
Madison,
Wisconsin
|
$17.7M
|
-$2.64M
|
-91,856
|
-13%
|
|
|
41
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$16.5M
|
+$431K
|
+14,992
|
+3%
|
|
|
42
|
AE Wealth Management
Topeka,
Kansas
|
$15.9M
|
-$360K
|
-12,500
|
-2%
|
|
|
43
|
|
$15.3M
|
+$3.03M
|
+105,280
|
+25%
|
|
|
44
|
Trilogy Capital
Irvine,
California
|
$14.9M
|
+$10M
|
+347,897
|
+207%
|
|
|
45
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$14.3M
|
+$2.19M
|
+76,154
|
+18%
|
|
|
46
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13.6M
|
-$733K
|
-25,474
|
-5%
|
|
|
47
|
One Day In July LLC
Burlington,
Vermont
|
$13.6M
|
+$4.07M
|
+141,373
|
+43%
|
|
|
48
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$13.5M
|
-$713K
|
-24,773
|
-5%
|
|
|
49
|
First Trust Bank
Nassau,
Bahamas
|
$12.9M
|
–
|
–
|
–
|
|
|
50
|
Better Money Decisions
Santa Fe,
New Mexico
|
$11.8M
|
+$685K
|
+23,801
|
+6%
|
|
