|
51
|
Partners in Financial Planning
Salem,
Virginia
|
$15.3M
|
+$103K
|
+725
|
+0.7%
|
|
|
52
|
RWA Wealth Partners
Newton,
Massachusetts
|
$14M
|
+$10.3M
|
+72,154
|
+281%
|
|
|
53
|
Aspiriant LLC
Los Angeles,
California
|
$13.4M
|
-$1.86M
|
-13,051
|
-12%
|
|
|
54
|
IMA Advisory Services
Denver,
Colorado
|
$12.6M
|
-$230K
|
-1,616
|
-2%
|
|
|
55
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.6M
|
-$9.54M
|
-67,012
|
-43%
|
|
|
56
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$12.4M
|
+$12.3M
|
+86,551
|
New
|
|
|
57
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$12.3M
|
+$607K
|
+4,262
|
+5%
|
|
|
58
|
Coldstream Capital Management
Bellevue,
Washington
|
$12.1M
|
-$318K
|
-2,234
|
-3%
|
|
|
59
|
Modera Wealth Management
Westwood,
New Jersey
|
$12.1M
|
+$126K
|
+887
|
+1%
|
|
|
60
|
Family CFO
Los Altos,
California
|
$12M
|
-$284K
|
-1,996
|
-2%
|
|
|
61
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$12M
|
+$2.66M
|
+18,664
|
+29%
|
|
|
62
|
Lido Advisors
Los Angeles,
California
|
$12M
|
+$11.9M
|
+83,604
|
New
|
|
|
63
|
Beacon Pointe Advisors
Newport Beach,
California
|
$11.3M
|
+$8.64M
|
+60,663
|
+340%
|
|
|
64
|
Strategic Financial Planning
Plano,
Texas
|
$11.2M
|
+$170K
|
+1,193
|
+2%
|
|
|
65
|
25 LLC
St. Louis,
Missouri
|
$11M
|
-$17.9M
|
-125,383
|
-62%
|
|
|
66
|
Ameriprise
Minneapolis,
Minnesota
|
$10.9M
|
-$1.2M
|
-8,392
|
-10%
|
|
|
67
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$10.8M
|
+$614K
|
+4,313
|
+6%
|
|
|
68
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$10.8M
|
-$477K
|
-3,351
|
-4%
|
|
|
69
|
Causeway Capital Management
Los Angeles,
California
|
$10.5M
|
-$2.46M
|
-17,297
|
-19%
|
|
|
70
|
Fidelity Investments
Boston,
Massachusetts
|
$10.4M
|
-$40.8M
|
-286,207
|
-80%
|
|
|
71
|
IFG Advisors
St. Louis,
Missouri
|
$10.2M
|
+$44.3K
|
+311
|
+0.4%
|
|
|
72
|
Valmark Advisers
Akron,
Ohio
|
$10.2M
|
+$152K
|
+1,067
|
+2%
|
|
|
73
|
Grove Street Fiduciary
Peterborough,
New Hampshire
|
$9.95M
|
-$431K
|
-3,027
|
-4%
|
|
|
74
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$9.79M
|
-$147K
|
-1,030
|
-1%
|
|
|
75
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$9.77M
|
+$530K
|
+3,724
|
+6%
|
|
