|
51
|
Charles Schwab
San Francisco,
California
|
$27.5M
|
-$1.04M
|
-3,743
|
-3%
|
|
|
52
|
One Day In July LLC
Burlington,
Vermont
|
$26.4M
|
+$775K
|
+2,798
|
+3%
|
|
|
53
|
Vision Capital Management
Portland,
Oregon
|
$25.8M
|
-$228K
|
-822
|
-0.8%
|
|
|
54
|
Brickley Wealth Management
San Mateo,
California
|
$25.2M
|
-$40.2K
|
-145
|
-0.1%
|
|
|
55
|
|
$25.1M
|
-$875K
|
-3,158
|
-3%
|
|
|
56
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$23.9M
|
-$518K
|
-1,871
|
-2%
|
|
|
57
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$23.6M
|
-$911K
|
-3,288
|
-3%
|
|
|
58
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$23.6M
|
-$790K
|
-2,852
|
-3%
|
|
|
59
|
Cresset Asset Management
Chicago,
Illinois
|
$22.8M
|
+$512K
|
+1,847
|
+2%
|
|
|
60
|
Natixis Advisors
Boston,
Massachusetts
|
$21.2M
|
+$2.79M
|
+10,079
|
+14%
|
|
|
61
|
Congress Asset Management
Boston,
Massachusetts
|
$21M
|
+$5.09M
|
+18,359
|
+28%
|
|
|
62
|
BHK Investment Advisors
Birmingham,
Alabama
|
$20.8M
|
-$2.48M
|
-8,967
|
-10%
|
|
|
63
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$20.4M
|
+$5.26K
|
+19
|
+0%
|
|
|
64
|
Beacon Pointe Advisors
Newport Beach,
California
|
$19.2M
|
-$78.1K
|
-282
|
-0.4%
|
|
|
65
|
Safeguard Financial
Minocqua,
Wisconsin
|
$18.3M
|
+$1.57M
|
+5,649
|
+8%
|
|
|
66
|
Larson Financial Group
St Louis,
Missouri
|
$18.1M
|
-$1.48M
|
-5,359
|
-7%
|
|
|
67
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$18M
|
-$133K
|
-479
|
-0.7%
|
|
|
68
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$18M
|
-$367K
|
-1,323
|
-2%
|
|
|
69
|
Comerica Bank
Dallas,
Texas
|
$17.8M
|
+$1.67M
|
+6,011
|
+9%
|
|
|
70
|
Kestra Advisory Services
Austin,
Texas
|
$17.7M
|
+$5.13M
|
+18,528
|
+36%
|
|
|
71
|
Partners in Financial Planning
Salem,
Virginia
|
$16.4M
|
+$545K
|
+1,967
|
+3%
|
|
|
72
|
Modera Wealth Management
Westwood,
New Jersey
|
$16.3M
|
-$1.94M
|
-6,983
|
-10%
|
|
|
73
|
Total Wealth Planning
Cincinnati,
Ohio
|
$16.2M
|
+$166K
|
+599
|
+0.9%
|
|
|
74
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$16M
|
+$478K
|
+1,725
|
+3%
|
|
|
75
|
|
$15.8M
|
+$729K
|
+2,630
|
+4%
|
|
