|
26
|
New Capital Management
Houston,
Texas
|
$59.3M
|
+$1.47M
|
+56,525
|
+3%
|
|
|
27
|
Core Wealth Management
Jupiter,
Florida
|
$57.5M
|
–
|
–
|
–
|
|
|
28
|
Morton Capital Management
Calabasas,
California
|
$56.2M
|
-$1.16M
|
-44,880
|
-2%
|
|
|
29
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$54.6M
|
+$609K
|
+23,477
|
+1%
|
|
|
30
|
Greenspring Advisors
Towson,
Maryland
|
$54.2M
|
-$301K
|
-11,604
|
-0.6%
|
|
|
31
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$52.3M
|
+$50.3M
|
+1,937,480
|
New
|
|
|
32
|
Creative Capital Management Investments
San Diego,
California
|
$47.5M
|
+$5.95M
|
+229,522
|
+15%
|
|
|
33
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$45M
|
+$11.4K
|
+439
|
+0%
|
|
|
34
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$44.8M
|
-$1.05M
|
-40,594
|
-2%
|
|
|
35
|
Glassman Wealth Services
Vienna,
Virginia
|
$43.1M
|
+$1.25M
|
+48,316
|
+3%
|
|
|
36
|
Bank of America
Charlotte,
North Carolina
|
$42.4M
|
-$7.75M
|
-298,571
|
-16%
|
|
|
37
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$41.4M
|
-$394K
|
-15,181
|
-1%
|
|
|
38
|
Altiora Financial Group
Lebanon,
Ohio
|
$41.1M
|
+$635K
|
+24,462
|
+2%
|
|
|
39
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$41.1M
|
+$1.37M
|
+52,838
|
+4%
|
|
|
40
|
GeoWealth Management
Chicago,
Illinois
|
$40.8M
|
+$1.29M
|
+49,613
|
+3%
|
|
|
41
|
|
$40.3M
|
-$36.3M
|
-1,400,809
|
-48%
|
|
|
42
|
Financial Symmetry
Raleigh,
North Carolina
|
$38M
|
+$1.94M
|
+74,914
|
+6%
|
|
|
43
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$37.2M
|
+$157K
|
+6,048
|
+0.4%
|
|
|
44
|
Forum Financial Management
Lombard,
Illinois
|
$35.8M
|
+$679K
|
+26,187
|
+2%
|
|
|
45
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$35.4M
|
-$291K
|
-11,217
|
-0.8%
|
|
|
46
|
Financial Engines Advisors
Santa Clara,
California
|
$35.4M
|
-$425K
|
-16,375
|
-1%
|
|
|
47
|
Cardiff Park Advisors
Carlsbad,
California
|
$34.8M
|
+$1.08M
|
+41,489
|
+3%
|
|
|
48
|
Private Advisor Group
Morristown,
New Jersey
|
$33.5M
|
+$5.02M
|
+193,490
|
+18%
|
|
|
49
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$33.3M
|
+$1.48M
|
+56,984
|
+5%
|
|
|
50
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$32.8M
|
+$3.66M
|
+141,210
|
+13%
|
|
