|
26
|
Creative Planning
Overland Park,
Kansas
|
$40.6M
|
+$2.05M
|
+19,103
|
+6%
|
|
|
27
|
Wells Fargo
San Francisco,
California
|
$40.1M
|
+$2.49M
|
+23,133
|
+7%
|
|
|
28
|
Efficient Advisors
Mason,
Ohio
|
$36.8M
|
-$2.86M
|
-26,600
|
-8%
|
|
|
29
|
Osaic Holdings
Scottsdale,
Arizona
|
$36M
|
-$3.18M
|
-29,636
|
-9%
|
|
|
30
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$33.1M
|
+$2.45M
|
+22,816
|
+9%
|
|
|
31
|
Fusion Family Wealth
Woodbury,
New York
|
$31.7M
|
-$2.97M
|
-27,590
|
-9%
|
|
|
32
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$30.9M
|
+$1.01M
|
+9,404
|
+4%
|
|
|
33
|
Bank of America
Charlotte,
North Carolina
|
$30.7M
|
-$2.52M
|
-23,461
|
-8%
|
|
|
34
|
Apella Capital
West Hartford,
Connecticut
|
$29.4M
|
-$106K
|
-983
|
-0.4%
|
|
|
35
|
|
$28.3M
|
+$1.47M
|
+13,683
|
+6%
|
|
|
36
|
Empirical Wealth Management
Seattle,
Washington
|
$25.6M
|
-$349K
|
-3,252
|
-1%
|
|
|
37
|
PrairieView Partners
St. Paul,
Minnesota
|
$25M
|
+$829K
|
+7,713
|
+4%
|
|
|
38
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$24.1M
|
+$1.36M
|
+12,644
|
+6%
|
|
|
39
|
HighTower Advisors
Chicago,
Illinois
|
$22.6M
|
+$1.65M
|
+15,308
|
+8%
|
|
|
40
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$22.5M
|
+$1.16M
|
+10,831
|
+6%
|
|
|
41
|
Pathstone Holdings
Englewood,
New Jersey
|
$22.1M
|
+$20.6M
|
+191,849
|
New
|
|
|
42
|
Falcon Wealth Planning
Ontario,
California
|
$21.6M
|
-$1.09M
|
-10,125
|
-5%
|
|
|
43
|
|
$21.6M
|
+$26.6M
|
+247,124
|
+170%
|
|
|
44
|
|
$20.7M
|
-$459K
|
-4,271
|
-2%
|
|
|
45
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$19.9M
|
+$178K
|
+1,652
|
+1%
|
|
|
46
|
Vontobel Holding
Zurich,
Switzerland
|
$19M
|
–
|
–
|
–
|
|
|
47
|
25 LLC
St. Louis,
Missouri
|
$18.2M
|
+$904K
|
+8,415
|
+6%
|
|
|
48
|
Mather Group
Chicago,
Illinois
|
$17M
|
-$1.81M
|
-16,798
|
-10%
|
|
|
49
|
Sparta 24 Ltd
Tirat Hacarmel,
Israel
|
$16M
|
+$9.99M
|
+92,969
|
+203%
|
|
|
50
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.4M
|
+$1.08M
|
+10,077
|
+8%
|
|
