|
26
|
Asset Dedication LLC
San Francisco,
California
|
$60.3M
|
-$2.58M
|
-99,556
|
-4%
|
|
|
27
|
Core Wealth Management
Jupiter,
Florida
|
$56.9M
|
+$716K
|
+27,661
|
+1%
|
|
|
28
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$55.1M
|
-$428K
|
-16,528
|
-0.7%
|
|
|
29
|
New Capital Management
Houston,
Texas
|
$54.4M
|
-$119K
|
-4,582
|
-0.2%
|
|
|
30
|
Tumwater Wealth Management
Boise,
Idaho
|
$53.4M
|
+$55.6M
|
+2,149,170
|
New
|
|
|
31
|
Morton Capital Management
Calabasas,
California
|
$50.7M
|
-$1.15M
|
-44,357
|
-2%
|
|
|
32
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$50.5M
|
+$252K
|
+9,752
|
+0.5%
|
|
|
33
|
Greenspring Advisors
Towson,
Maryland
|
$49.3M
|
-$588K
|
-22,725
|
-1%
|
|
|
34
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$48.2M
|
–
|
–
|
–
|
|
|
35
|
Financial Engines Advisors
Santa Clara,
California
|
$46.2M
|
+$14.2M
|
+549,143
|
+42%
|
|
|
36
|
Creative Capital Management Investments
San Diego,
California
|
$45.6M
|
+$1.99M
|
+76,745
|
+4%
|
|
|
37
|
BetterWealth
San Jose,
California
|
$43.6M
|
+$21.5M
|
+832,926
|
+90%
|
|
|
38
|
Glassman Wealth Services
Vienna,
Virginia
|
$42.5M
|
+$2.98M
|
+115,083
|
+7%
|
|
|
39
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$41.6M
|
+$147K
|
+5,673
|
+0.3%
|
|
|
40
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$40.6M
|
-$627K
|
-24,233
|
-1%
|
|
|
41
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$38.5M
|
+$765K
|
+29,568
|
+2%
|
|
|
42
|
Altiora Financial Group
Lebanon,
Ohio
|
$37.8M
|
-$28.2K
|
-1,092
|
-0.1%
|
|
|
43
|
Raymond James Financial
St Petersburg,
Florida
|
$37.2M
|
+$38.7M
|
+1,495,523
|
New
|
|
|
44
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$36.8M
|
-$1.35M
|
-52,168
|
-3%
|
|
|
45
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$36.2M
|
+$2.04M
|
+78,899
|
+6%
|
|
|
46
|
Bank of America
Charlotte,
North Carolina
|
$35.6M
|
-$3.52M
|
-136,187
|
-9%
|
|
|
47
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$34.8M
|
+$3.85M
|
+148,817
|
+12%
|
|
|
48
|
Forum Financial Management
Lombard,
Illinois
|
$32.8M
|
-$184K
|
-7,117
|
-0.5%
|
|
|
49
|
Financial Symmetry
Raleigh,
North Carolina
|
$32.5M
|
-$2.58M
|
-99,717
|
-7%
|
|
|
50
|
Cardiff Park Advisors
Carlsbad,
California
|
$32.4M
|
+$316K
|
+12,204
|
+0.9%
|
|
