|
26
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$39.9M
|
+$2.25M
|
+51,266
|
+6%
|
|
|
27
|
Bayshore Asset Management
Coral Gables,
Florida
|
$38M
|
+$730K
|
+16,625
|
+2%
|
|
|
28
|
Capital Performance Advisors
Walnut Creek,
California
|
$36M
|
+$479K
|
+10,906
|
+1%
|
|
|
29
|
ML&R Wealth Management
Austin,
Texas
|
$33.9M
|
+$448K
|
+10,202
|
+1%
|
|
|
30
|
Empirical Wealth Management
Seattle,
Washington
|
$33.1M
|
-$841K
|
-19,157
|
-2%
|
|
|
31
|
Allworth Financial
Folsom,
California
|
$31.9M
|
+$5.72M
|
+130,118
|
+22%
|
|
|
32
|
Carlson Capital Management
Northfield,
Minnesota
|
$31.4M
|
-$3.07M
|
-69,942
|
-9%
|
|
|
33
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$31.3M
|
-$372K
|
-8,474
|
-1%
|
|
|
34
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$31.2M
|
-$953K
|
-21,695
|
-3%
|
|
|
35
|
Kraft Asset Management
Nashville,
Tennessee
|
$28.4M
|
+$161K
|
+3,675
|
+0.6%
|
|
|
36
|
Meritas Wealth Management
Larkspur,
California
|
$27.9M
|
+$27.8M
|
+633,882
|
New
|
|
|
37
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$27.1M
|
+$356K
|
+8,096
|
+1%
|
|
|
38
|
Choreo LLC
Rockford,
Illinois
|
$27.1M
|
-$932K
|
-21,224
|
-3%
|
|
|
39
|
KEB Asset Management
Springfield,
Illinois
|
$26.8M
|
-$31.5K
|
-717
|
-0.1%
|
|
|
40
|
TFC Financial Management
Boston,
Massachusetts
|
$26.4M
|
-$498K
|
-11,346
|
-2%
|
|
|
41
|
TCI Wealth Advisors
Tucson,
Arizona
|
$25.7M
|
-$1.04M
|
-23,645
|
-4%
|
|
|
42
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$25.5M
|
+$2.81M
|
+63,908
|
+12%
|
|
|
43
|
|
$24.9M
|
-$22.1M
|
-502,965
|
-89%
|
|
|
44
|
Foster Group
West Des Moines,
Iowa
|
$24.8M
|
-$1.42M
|
-32,333
|
-5%
|
|
|
45
|
Sequoia Financial Advisors
Akron,
Ohio
|
$22.8M
|
+$4.68M
|
+106,600
|
+26%
|
|
|
46
|
Sensible Money
Scottsdale,
Arizona
|
$22M
|
+$22M
|
+499,814
|
New
|
|
|
47
|
Joel Isaacson & Co
New York
|
$21.6M
|
+$1.86M
|
+42,404
|
+9%
|
|
|
48
|
Pure Financial Advisors
San Diego,
California
|
$21.2M
|
+$7.37M
|
+167,775
|
+53%
|
|
|
49
|
RW Investment Management
Eagle,
Idaho
|
$20.6M
|
+$20.6M
|
+468,493
|
New
|
|
|
50
|
LPL Financial
San Diego,
California
|
$20.4M
|
+$5.48M
|
+124,693
|
+37%
|
|
