|
26
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$32.3M
|
+$6.66M
|
+313,774
|
+22%
|
|
|
27
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$31.7M
|
-$1.02M
|
-48,179
|
-3%
|
|
|
28
|
Asset Dedication LLC
San Francisco,
California
|
$31.2M
|
+$7M
|
+329,734
|
+25%
|
|
|
29
|
Forum Financial Management
Lombard,
Illinois
|
$29M
|
+$2.67M
|
+125,849
|
+9%
|
|
|
30
|
Planning Center Inc
Moline,
Illinois
|
$28.3M
|
+$2.82M
|
+132,569
|
+10%
|
|
|
31
|
Cardiff Park Advisors
Carlsbad,
California
|
$27.7M
|
-$327K
|
-15,401
|
-1%
|
|
|
32
|
Mercer Global Advisors
Denver,
Colorado
|
$26.6M
|
+$1M
|
+47,099
|
+3%
|
|
|
33
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$25.7M
|
+$1.34M
|
+62,950
|
+5%
|
|
|
34
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$24.8M
|
+$703K
|
+33,100
|
+3%
|
|
|
35
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$23.8M
|
-$1.03M
|
-48,344
|
-4%
|
|
|
36
|
New Capital Management
Houston,
Texas
|
$23.1M
|
+$5.18M
|
+243,918
|
+25%
|
|
|
37
|
First Ascent Asset Management
Denver,
Colorado
|
$22.9M
|
+$1.86M
|
+87,655
|
+8%
|
|
|
38
|
Private Advisor Group
Morristown,
New Jersey
|
$22.7M
|
-$1.36M
|
-64,140
|
-5%
|
|
|
39
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$21.1M
|
+$2.48M
|
+116,758
|
+12%
|
|
|
40
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$20.8M
|
-$1.29M
|
-60,627
|
-5%
|
|
|
41
|
Apella Capital
West Hartford,
Connecticut
|
$20.3M
|
-$109K
|
-5,138
|
-0.5%
|
|
|
42
|
Symmetry Partners
Glastonbury,
Connecticut
|
$19.4M
|
-$255K
|
-11,989
|
-1%
|
|
|
43
|
Comerica Securities
Detroit,
Michigan
|
$19.1M
|
-$3.15M
|
-148,337
|
-13%
|
|
|
44
|
Vance Wealth
Santa Clarita,
California
|
$18.1M
|
+$530K
|
+24,963
|
+3%
|
|
|
45
|
Osaic Holdings
Scottsdale,
Arizona
|
$17.7M
|
+$659K
|
+31,033
|
+3%
|
|
|
46
|
M Holdings Securities
Portland,
Oregon
|
$17.7M
|
-$1M
|
-47,099
|
-5%
|
|
|
47
|
BetterWealth
San Jose,
California
|
$15.4M
|
+$180K
|
+8,455
|
+1%
|
|
|
48
|
Kestra Advisory Services
Austin,
Texas
|
$15M
|
+$3.19M
|
+150,166
|
+23%
|
|
|
49
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.9M
|
+$1.75M
|
+82,623
|
+12%
|
|
|
50
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$13.9M
|
-$1.52M
|
-71,583
|
-9%
|
|
