|
26
|
D.A. Davidson & Co
Great Falls,
Montana
|
$54M
|
+$555K
|
+23,743
|
+1%
|
|
|
27
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$53.9M
|
+$7.67M
|
+328,040
|
+16%
|
|
|
28
|
Cobblestone Capital Advisors
Rochester,
New York
|
$51.9M
|
-$476K
|
-20,373
|
-0.9%
|
|
|
29
|
Core Wealth Management
Jupiter,
Florida
|
$46.6M
|
+$1.12M
|
+47,732
|
+2%
|
|
|
30
|
New Capital Management
Houston,
Texas
|
$45.4M
|
+$47.1M
|
+2,015,355
|
New
|
|
|
31
|
Morton Capital Management
Calabasas,
California
|
$42.9M
|
+$1.48M
|
+63,235
|
+3%
|
|
|
32
|
Greenspring Advisors
Towson,
Maryland
|
$42.8M
|
-$306K
|
-13,077
|
-0.7%
|
|
|
33
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$42.5M
|
+$9.26K
|
+396
|
+0%
|
|
|
34
|
Osaic Holdings
Scottsdale,
Arizona
|
$38.1M
|
+$4.33M
|
+185,051
|
+12%
|
|
|
35
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$36.9M
|
-$543K
|
-23,217
|
-1%
|
|
|
36
|
Forum Financial Management
Lombard,
Illinois
|
$34.6M
|
+$139K
|
+5,955
|
+0.4%
|
|
|
37
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$34.5M
|
-$836K
|
-35,747
|
-2%
|
|
|
38
|
First Ascent Asset Management
Denver,
Colorado
|
$32M
|
+$1.31M
|
+56,010
|
+4%
|
|
|
39
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$30.7M
|
+$2.54M
|
+108,631
|
+9%
|
|
|
40
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$30M
|
+$1.18M
|
+50,499
|
+4%
|
|
|
41
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$29.9M
|
+$581K
|
+24,831
|
+2%
|
|
|
42
|
Cardiff Park Advisors
Carlsbad,
California
|
$29.1M
|
-$631K
|
-26,995
|
-2%
|
|
|
43
|
Mercer Global Advisors
Denver,
Colorado
|
$28.2M
|
-$267K
|
-11,428
|
-0.9%
|
|
|
44
|
Glassman Wealth Services
Vienna,
Virginia
|
$26.7M
|
+$1.26M
|
+53,763
|
+5%
|
|
|
45
|
Creative Capital Management Investments
San Diego,
California
|
$25.9M
|
+$3.18M
|
+135,853
|
+13%
|
|
|
46
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$25.6M
|
+$933K
|
+39,880
|
+4%
|
|
|
47
|
Vance Wealth
Santa Clarita,
California
|
$25M
|
+$2.41M
|
+103,091
|
+10%
|
|
|
48
|
HighTower Advisors
Chicago,
Illinois
|
$24.8M
|
-$109K
|
-4,662
|
-0.4%
|
|
|
49
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$24.3M
|
-$378K
|
-16,174
|
-1%
|
|
|
50
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$23.4M
|
-$1.45M
|
-62,197
|
-6%
|
|
