|
26
|
Bank of America
Charlotte,
North Carolina
|
$57M
|
+$7.9M
|
+143,509
|
+15%
|
|
|
27
|
Evanson Asset Management
Carmel,
California
|
$55.9M
|
-$1.2M
|
-21,886
|
-2%
|
|
|
28
|
Sequoia Financial Advisors
Akron,
Ohio
|
$52.2M
|
+$11.9M
|
+216,339
|
+27%
|
|
|
29
|
Team Hewins
Redwood City,
California
|
$50.3M
|
-$497K
|
-9,039
|
-0.9%
|
|
|
30
|
Empirical Wealth Management
Seattle,
Washington
|
$45.7M
|
+$1.65M
|
+30,007
|
+3%
|
|
|
31
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$44.4M
|
-$825K
|
-14,984
|
-2%
|
|
|
32
|
Sensible Money
Scottsdale,
Arizona
|
$43.7M
|
+$3.08M
|
+55,987
|
+7%
|
|
|
33
|
Bayshore Asset Management
Coral Gables,
Florida
|
$43.1M
|
+$690K
|
+12,532
|
+2%
|
|
|
34
|
Modera Wealth Management
Westwood,
New Jersey
|
$41.9M
|
-$1.28M
|
-23,238
|
-3%
|
|
|
35
|
Mariner
Overland Park,
Kansas
|
$41.1M
|
+$5.9M
|
+107,279
|
+16%
|
|
|
36
|
Capital Performance Advisors
Walnut Creek,
California
|
$40.8M
|
-$425K
|
-7,718
|
-1%
|
|
|
37
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$40.4M
|
-$1.15M
|
-20,964
|
-3%
|
|
|
38
|
Allworth Financial
Folsom,
California
|
$40M
|
+$1.65K
|
+30
|
+0%
|
|
|
39
|
Joel Isaacson & Co
New York
|
$35.8M
|
+$1.65M
|
+29,974
|
+5%
|
|
|
40
|
|
$35.6M
|
-$153K
|
-2,776
|
-0.4%
|
|
|
41
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$35.3M
|
-$6.5M
|
-118,206
|
-15%
|
|
|
42
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$34.5M
|
-$1.65M
|
-30,022
|
-4%
|
|
|
43
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$34.3M
|
+$4.1M
|
+74,444
|
+13%
|
|
|
44
|
KEB Asset Management
Springfield,
Illinois
|
$33.1M
|
+$978K
|
+17,764
|
+3%
|
|
|
45
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$32.5M
|
+$2.46M
|
+44,656
|
+8%
|
|
|
46
|
Tumwater Wealth Management
Boise,
Idaho
|
$29M
|
+$668K
|
+12,140
|
+2%
|
|
|
47
|
AssetMark Inc
Concord,
California
|
$28M
|
+$70.9K
|
+1,288
|
+0.2%
|
|
|
48
|
TFC Financial Management
Boston,
Massachusetts
|
$27.2M
|
-$517K
|
-9,386
|
-2%
|
|
|
49
|
EnRich Financial Partners
Madison,
Wisconsin
|
$26.5M
|
+$142K
|
+2,577
|
+0.5%
|
|
|
50
|
First Command Advisory Services
Fort Worth,
Texas
|
$26.1M
|
+$2.78M
|
+50,598
|
+11%
|
|
