|
26
|
Cobblestone Capital Advisors
Rochester,
New York
|
$62.3M
|
+$1.17M
|
+45,609
|
+2%
|
|
|
27
|
Core Wealth Management
Jupiter,
Florida
|
$57.5M
|
+$2.5M
|
+97,718
|
+5%
|
|
|
28
|
New Capital Management
Houston,
Texas
|
$54.4M
|
-$894
|
-35
|
-0%
|
|
|
29
|
Morton Capital Management
Calabasas,
California
|
$54.1M
|
+$1.4M
|
+54,977
|
+3%
|
|
|
30
|
Greenspring Advisors
Towson,
Maryland
|
$51.3M
|
+$20.8K
|
+815
|
+0%
|
|
|
31
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$50.8M
|
+$1.35M
|
+52,679
|
+3%
|
|
|
32
|
Bank of America
Charlotte,
North Carolina
|
$47.5M
|
+$4.75M
|
+185,683
|
+11%
|
|
|
33
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$43.2M
|
-$2.01M
|
-78,545
|
-4%
|
|
|
34
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$42.4M
|
-$388K
|
-15,189
|
-0.9%
|
|
|
35
|
Glassman Wealth Services
Vienna,
Virginia
|
$39.3M
|
+$3.17M
|
+123,989
|
+9%
|
|
|
36
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$39.3M
|
-$981K
|
-38,373
|
-2%
|
|
|
37
|
Creative Capital Management Investments
San Diego,
California
|
$38.8M
|
+$3.76M
|
+147,120
|
+11%
|
|
|
38
|
Altiora Financial Group
Lebanon,
Ohio
|
$38.1M
|
+$4.36M
|
+170,780
|
+13%
|
|
|
39
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$37.3M
|
+$1.07M
|
+42,043
|
+3%
|
|
|
40
|
GeoWealth Management
Chicago,
Illinois
|
$37.1M
|
-$947K
|
-37,041
|
-2%
|
|
|
41
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$34.9M
|
-$275K
|
-10,748
|
-0.8%
|
|
|
42
|
Financial Symmetry
Raleigh,
North Carolina
|
$33.9M
|
+$4.06M
|
+158,773
|
+14%
|
|
|
43
|
Financial Engines Advisors
Santa Clara,
California
|
$33.7M
|
+$13.7M
|
+534,313
|
+67%
|
|
|
44
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$33.6M
|
+$440K
|
+17,201
|
+1%
|
|
|
45
|
Forum Financial Management
Lombard,
Illinois
|
$33M
|
-$6.63M
|
-259,525
|
-17%
|
|
|
46
|
Cardiff Park Advisors
Carlsbad,
California
|
$31.7M
|
-$139K
|
-5,437
|
-0.4%
|
|
|
47
|
Mercer Global Advisors
Denver,
Colorado
|
$30.1M
|
-$1.08M
|
-42,205
|
-3%
|
|
|
48
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$29.8M
|
+$243K
|
+9,514
|
+0.8%
|
|
|
49
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29M
|
+$3.4M
|
+132,957
|
+13%
|
|
|
50
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$27.8M
|
+$2.75M
|
+107,434
|
+11%
|
|
