|
26
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$48.9M
|
+$43.7M
|
+933,811
|
New
|
|
|
27
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$47.5M
|
-$1.96M
|
-42,022
|
-4%
|
|
|
28
|
Bayshore Asset Management
Coral Gables,
Florida
|
$46.8M
|
-$159K
|
-3,409
|
-0.4%
|
|
|
29
|
Modera Wealth Management
Westwood,
New Jersey
|
$46.5M
|
-$1.1M
|
-23,573
|
-3%
|
|
|
30
|
Bank of America
Charlotte,
North Carolina
|
$46M
|
+$5.72M
|
+122,330
|
+16%
|
|
|
31
|
Merriman Wealth Management
Seattle,
Washington
|
$45.2M
|
-$2.14M
|
-45,700
|
-5%
|
|
|
32
|
ML&R Wealth Management
Austin,
Texas
|
$45.1M
|
+$1.46M
|
+31,233
|
+4%
|
|
|
33
|
Empirical Wealth Management
Seattle,
Washington
|
$44.4M
|
+$682K
|
+14,586
|
+2%
|
|
|
34
|
Capital Performance Advisors
Walnut Creek,
California
|
$43.3M
|
-$31.1K
|
-666
|
-0.1%
|
|
|
35
|
Carlson Capital Management
Northfield,
Minnesota
|
$41.1M
|
+$202K
|
+4,316
|
+0.6%
|
|
|
36
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$37M
|
+$881K
|
+18,851
|
+3%
|
|
|
37
|
Sequoia Financial Advisors
Akron,
Ohio
|
$36.8M
|
+$1.22M
|
+26,137
|
+4%
|
|
|
38
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$36.4M
|
+$2.51M
|
+53,682
|
+8%
|
|
|
39
|
LPL Financial
San Diego,
California
|
$34.5M
|
-$488K
|
-10,435
|
-2%
|
|
|
40
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$34.2M
|
-$219K
|
-4,685
|
-0.7%
|
|
|
41
|
Sensible Money
Scottsdale,
Arizona
|
$33.6M
|
+$1.01M
|
+21,499
|
+3%
|
|
|
42
|
KEB Asset Management
Springfield,
Illinois
|
$33M
|
-$180K
|
-3,852
|
-0.6%
|
|
|
43
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$33M
|
-$1.26M
|
-27,009
|
-4%
|
|
|
44
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$32.4M
|
+$623K
|
+13,319
|
+2%
|
|
|
45
|
Joel Isaacson & Co
New York
|
$31.4M
|
+$927K
|
+19,832
|
+3%
|
|
|
46
|
HighTower Advisors
Chicago,
Illinois
|
$29.4M
|
-$78K
|
-1,669
|
-0.3%
|
|
|
47
|
Efficient Frontier Advisors
Eastford,
Connecticut
|
$29.2M
|
+$26.1M
|
+557,867
|
New
|
|
|
48
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$28.9M
|
-$441K
|
-9,436
|
-2%
|
|
|
49
|
TFC Financial Management
Boston,
Massachusetts
|
$28.4M
|
-$243K
|
-5,198
|
-0.9%
|
|
|
50
|
TCI Wealth Advisors
Tucson,
Arizona
|
$28.2M
|
-$611K
|
-13,078
|
-2%
|
|
