|
26
|
New Capital Management
Houston,
Texas
|
$51.3M
|
+$1.93M
|
+84,580
|
+4%
|
|
|
27
|
Core Wealth Management
Jupiter,
Florida
|
$50.1M
|
-$313K
|
-13,667
|
-0.7%
|
|
|
28
|
Morton Capital Management
Calabasas,
California
|
$48.5M
|
+$1.78M
|
+77,943
|
+4%
|
|
|
29
|
Greenspring Advisors
Towson,
Maryland
|
$47.8M
|
+$1.33M
|
+58,326
|
+3%
|
|
|
30
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$44.2M
|
-$13.7M
|
-598,018
|
-25%
|
|
|
31
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$42.8M
|
-$3.13M
|
-136,975
|
-7%
|
|
|
32
|
Bank of America
Charlotte,
North Carolina
|
$41.8M
|
+$22.7M
|
+992,734
|
+138%
|
|
|
33
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$39.4M
|
-$589K
|
-25,753
|
-2%
|
|
|
34
|
|
$39.3M
|
-$81.6M
|
-3,569,018
|
-69%
|
|
|
35
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$39.3M
|
+$1.72M
|
+75,144
|
+5%
|
|
|
36
|
Forum Financial Management
Lombard,
Illinois
|
$39M
|
+$1.35M
|
+59,225
|
+4%
|
|
|
37
|
First Ascent Asset Management
Denver,
Colorado
|
$35.6M
|
+$798K
|
+34,892
|
+2%
|
|
|
38
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$34.3M
|
+$897K
|
+39,243
|
+3%
|
|
|
39
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$33.6M
|
+$931K
|
+40,702
|
+3%
|
|
|
40
|
Altiora Financial Group
Lebanon,
Ohio
|
$32.7M
|
+$9.26M
|
+404,884
|
+43%
|
|
|
41
|
Glassman Wealth Services
Vienna,
Virginia
|
$32.7M
|
+$3.46M
|
+151,158
|
+13%
|
|
|
42
|
Cardiff Park Advisors
Carlsbad,
California
|
$31.4M
|
-$149K
|
-6,512
|
-0.5%
|
|
|
43
|
Creative Capital Management Investments
San Diego,
California
|
$30.3M
|
+$2.13M
|
+93,205
|
+8%
|
|
|
44
|
Mercer Global Advisors
Denver,
Colorado
|
$29.9M
|
-$638K
|
-27,913
|
-2%
|
|
|
45
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$29.5M
|
-$2.73M
|
-119,158
|
-9%
|
|
|
46
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27.8M
|
+$3.84M
|
+168,112
|
+17%
|
|
|
47
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$27.3M
|
-$478K
|
-20,901
|
-2%
|
|
|
48
|
Vance Wealth
Santa Clarita,
California
|
$26.3M
|
-$812K
|
-35,505
|
-3%
|
|
|
49
|
Financial Symmetry
Raleigh,
North Carolina
|
$26M
|
+$24.4M
|
+1,065,758
|
New
|
|
|
50
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$25.9M
|
-$460K
|
-20,111
|
-2%
|
|
