|
26
|
Morton Capital Management
Calabasas,
California
|
$41.3M
|
+$1.63M
|
+78,282
|
+4%
|
|
|
27
|
Asset Dedication LLC
San Francisco,
California
|
$40M
|
+$4.1M
|
+197,450
|
+12%
|
|
|
28
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$38.6M
|
+$34.1M
|
+1,641,847
|
New
|
|
|
29
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$38.1M
|
+$1.17M
|
+56,208
|
+3%
|
|
|
30
|
New Capital Management
Houston,
Texas
|
$37.7M
|
+$10.9M
|
+524,481
|
+43%
|
|
|
31
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$35.2M
|
-$2.91M
|
-139,890
|
-8%
|
|
|
32
|
Osaic Holdings
Scottsdale,
Arizona
|
$34.9M
|
+$14.1M
|
+678,111
|
+72%
|
|
|
33
|
Forum Financial Management
Lombard,
Illinois
|
$34.5M
|
+$1.26M
|
+60,507
|
+4%
|
|
|
34
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$34M
|
-$2.17M
|
-104,516
|
-6%
|
|
|
35
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$32.5M
|
-$42.1M
|
-2,026,462
|
-57%
|
|
|
36
|
Cardiff Park Advisors
Carlsbad,
California
|
$30M
|
-$1.65M
|
-79,321
|
-5%
|
|
|
37
|
First Ascent Asset Management
Denver,
Colorado
|
$29.1M
|
+$2.79M
|
+134,156
|
+11%
|
|
|
38
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$29.1M
|
+$759K
|
+36,486
|
+3%
|
|
|
39
|
Mercer Global Advisors
Denver,
Colorado
|
$28.9M
|
-$1.4M
|
-67,503
|
-5%
|
|
|
40
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$28.4M
|
+$27.3M
|
+1,315,330
|
New
|
|
|
41
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$27.9M
|
-$1.44M
|
-69,286
|
-5%
|
|
|
42
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$27M
|
-$184K
|
-8,872
|
-0.7%
|
|
|
43
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.5M
|
+$7.11M
|
+341,844
|
+43%
|
|
|
44
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$24.4M
|
+$23.5M
|
+1,129,036
|
New
|
|
|
45
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$24.3M
|
+$498K
|
+23,961
|
+2%
|
|
|
46
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$23.1M
|
-$947K
|
-45,538
|
-4%
|
|
|
47
|
Altiora Financial Group
Lebanon,
Ohio
|
$22.5M
|
+$21.7M
|
+1,043,336
|
New
|
|
|
48
|
Symmetry Partners
Glastonbury,
Connecticut
|
$22.2M
|
+$35.7K
|
+1,717
|
+0.2%
|
|
|
49
|
M Holdings Securities
Portland,
Oregon
|
$22.2M
|
+$1.88M
|
+90,310
|
+10%
|
|
|
50
|
Glassman Wealth Services
Vienna,
Virginia
|
$21M
|
+$6.55M
|
+314,841
|
+48%
|
|
