|
26
|
Team Hewins
Redwood City,
California
|
$54.9M
|
-$879K
|
-15,362
|
-2%
|
|
|
27
|
LPL Financial
San Diego,
California
|
$54.8M
|
+$6.76M
|
+118,234
|
+14%
|
|
|
28
|
Bank of America
Charlotte,
North Carolina
|
$53.6M
|
+$2.4M
|
+41,867
|
+5%
|
|
|
29
|
Merriman Wealth Management
Seattle,
Washington
|
$49M
|
-$2.27M
|
-39,598
|
-4%
|
|
|
30
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$48.9M
|
-$990K
|
-17,300
|
-2%
|
|
|
31
|
Empirical Wealth Management
Seattle,
Washington
|
$47.8M
|
+$691K
|
+12,079
|
+1%
|
|
|
32
|
Allworth Financial
Folsom,
California
|
$46.8M
|
+$10.8M
|
+188,665
|
+30%
|
|
|
33
|
Modera Wealth Management
Westwood,
New Jersey
|
$46.6M
|
-$2M
|
-34,993
|
-4%
|
|
|
34
|
Bayshore Asset Management
Coral Gables,
Florida
|
$45.9M
|
-$441K
|
-7,711
|
-0.9%
|
|
|
35
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$44.8M
|
-$216K
|
-3,768
|
-0.5%
|
|
|
36
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$44.7M
|
-$2.9M
|
-50,733
|
-6%
|
|
|
37
|
Capital Performance Advisors
Walnut Creek,
California
|
$44.6M
|
-$144K
|
-2,516
|
-0.3%
|
|
|
38
|
Sequoia Financial Advisors
Akron,
Ohio
|
$44.4M
|
+$824K
|
+14,397
|
+2%
|
|
|
39
|
Sensible Money
Scottsdale,
Arizona
|
$44.1M
|
+$2.47M
|
+43,161
|
+6%
|
|
|
40
|
MBB Public Markets
Chicago,
Illinois
|
$43.1M
|
+$292K
|
+5,103
|
+0.7%
|
|
|
41
|
Elser Financial Planning
Indianapolis,
Indiana
|
$39.3M
|
+$40.4M
|
+706,144
|
New
|
|
|
42
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$38.9M
|
+$5.13M
|
+89,726
|
+15%
|
|
|
43
|
|
$38.6M
|
-$828K
|
-14,467
|
-2%
|
|
|
44
|
Mariner
Overland Park,
Kansas
|
$38.4M
|
+$3.49M
|
+61,015
|
+10%
|
|
|
45
|
Joel Isaacson & Co
New York
|
$37.1M
|
+$516K
|
+9,027
|
+1%
|
|
|
46
|
KEB Asset Management
Springfield,
Illinois
|
$34.8M
|
-$236K
|
-4,124
|
-0.7%
|
|
|
47
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$33M
|
+$8.24M
|
+144,088
|
+32%
|
|
|
48
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$32.6M
|
+$1.08M
|
+18,846
|
+3%
|
|
|
49
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$31.8M
|
-$3.78M
|
-66,153
|
-10%
|
|
|
50
|
Tumwater Wealth Management
Boise,
Idaho
|
$30.7M
|
+$31.6M
|
+551,592
|
New
|
|
