|
26
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$9.35M
|
+$2.33M
|
+40,476
|
+33%
|
|
|
27
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$9.22M
|
+$374K
|
+6,486
|
+5%
|
|
|
28
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$9.08M
|
+$885K
|
+15,346
|
+11%
|
|
|
29
|
American Investment Services
Great Barrington,
Massachusetts
|
$8.34M
|
+$593K
|
+10,281
|
+8%
|
|
|
30
|
TFO Wealth Partners
Maumee,
Ohio
|
$7.9M
|
-$35K
|
-607
|
-0.4%
|
|
|
31
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$7.52M
|
-$1.33M
|
-23,117
|
-15%
|
|
|
32
|
CPWM LLC
Seattle,
Washington
|
$7.52M
|
+$59.1K
|
+1,024
|
+0.8%
|
|
|
33
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.16M
|
+$439K
|
+7,603
|
+6%
|
|
|
34
|
Comerica Securities
Detroit,
Michigan
|
$6.9M
|
+$6.92M
|
+119,998
|
New
|
|
|
35
|
Allworth Financial
Folsom,
California
|
$6.53M
|
-$105K
|
-1,828
|
-2%
|
|
|
36
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$6.42M
|
-$69.3K
|
-1,202
|
-1%
|
|
|
37
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$6.42M
|
+$473K
|
+8,192
|
+8%
|
|
|
38
|
Colorado Capital Management
Boulder,
Colorado
|
$5.9M
|
+$236K
|
+4,095
|
+4%
|
|
|
39
|
United Capital Financial Advisors
Irving,
Texas
|
$5.86M
|
-$438K
|
-7,596
|
-7%
|
|
|
40
|
Aspiriant LLC
Los Angeles,
California
|
$5.83M
|
-$330K
|
-5,721
|
-5%
|
|
|
41
|
Managed Account Services
Coconut Grove,
Florida
|
$5.82M
|
-$449K
|
-7,776
|
-7%
|
|
|
42
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$5.82M
|
-$24.8K
|
-430
|
-0.4%
|
|
|
43
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$5.79M
|
+$1.74M
|
+30,133
|
+43%
|
|
|
44
|
Beacon Pointe Advisors
Newport Beach,
California
|
$5.67M
|
+$3.52M
|
+61,044
|
+162%
|
|
|
45
|
Larson Financial Group
St Louis,
Missouri
|
$5.67M
|
+$570K
|
+9,877
|
+11%
|
|
|
46
|
Whittier Trust
South Pasadena,
California
|
$5.52M
|
+$4.46M
|
+77,368
|
+414%
|
|
|
47
|
Truist Financial
Charlotte,
North Carolina
|
$5.51M
|
-$270K
|
-4,681
|
-5%
|
|
|
48
|
Soundmark Wealth Management
Kirkland,
Washington
|
$5.25M
|
+$42.2K
|
+731
|
+0.8%
|
|
|
49
|
HighTower Advisors
Chicago,
Illinois
|
$4.75M
|
+$514K
|
+8,904
|
+12%
|
|
|
50
|
Financial Counselors Inc
Overland Park,
Kansas
|
$4.6M
|
+$4.61M
|
+79,941
|
New
|
|
