|
26
|
Core Wealth Management
Jupiter,
Florida
|
$55.1M
|
+$2.73M
|
+111,709
|
+5%
|
|
|
27
|
New Capital Management
Houston,
Texas
|
$54.4M
|
+$936K
|
+38,275
|
+2%
|
|
|
28
|
Morton Capital Management
Calabasas,
California
|
$52.7M
|
+$2.14M
|
+87,306
|
+4%
|
|
|
29
|
Greenspring Advisors
Towson,
Maryland
|
$51.3M
|
+$1.39M
|
+56,911
|
+3%
|
|
|
30
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$49.5M
|
-$29.1M
|
-1,190,744
|
-38%
|
|
|
31
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$45.2M
|
+$670K
|
+27,403
|
+2%
|
|
|
32
|
Bank of America
Charlotte,
North Carolina
|
$42.8M
|
-$741K
|
-30,272
|
-2%
|
|
|
33
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$42.8M
|
+$1.81M
|
+73,836
|
+5%
|
|
|
34
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$40.3M
|
-$676K
|
-27,638
|
-2%
|
|
|
35
|
Forum Financial Management
Lombard,
Illinois
|
$39.7M
|
-$910K
|
-37,182
|
-2%
|
|
|
36
|
GeoWealth Management
Chicago,
Illinois
|
$38.1M
|
+$36.6M
|
+1,497,414
|
New
|
|
|
37
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$36.3M
|
+$553K
|
+22,615
|
+2%
|
|
|
38
|
Glassman Wealth Services
Vienna,
Virginia
|
$36.2M
|
+$2.08M
|
+85,146
|
+6%
|
|
|
39
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$35.2M
|
+$229K
|
+9,377
|
+0.7%
|
|
|
40
|
Creative Capital Management Investments
San Diego,
California
|
$35.1M
|
+$3.4M
|
+138,793
|
+11%
|
|
|
41
|
Altiora Financial Group
Lebanon,
Ohio
|
$33.8M
|
-$308K
|
-12,580
|
-0.9%
|
|
|
42
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$33.2M
|
+$2.39M
|
+97,850
|
+8%
|
|
|
43
|
Cardiff Park Advisors
Carlsbad,
California
|
$31.9M
|
-$831K
|
-33,957
|
-3%
|
|
|
44
|
Mercer Global Advisors
Denver,
Colorado
|
$31.2M
|
-$22.6K
|
-925
|
-0.1%
|
|
|
45
|
Financial Symmetry
Raleigh,
North Carolina
|
$29.9M
|
+$2.67M
|
+109,000
|
+10%
|
|
|
46
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$29.6M
|
+$1.14M
|
+46,720
|
+4%
|
|
|
47
|
Vance Wealth
Santa Clarita,
California
|
$27.8M
|
+$455K
|
+18,598
|
+2%
|
|
|
48
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$26.2M
|
-$706K
|
-28,865
|
-3%
|
|
|
49
|
Private Advisor Group
Morristown,
New Jersey
|
$25.7M
|
+$539K
|
+22,053
|
+2%
|
|
|
50
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.6M
|
-$3.25M
|
-132,773
|
-12%
|
|
