|
26
|
Evanson Asset Management
Carmel,
California
|
$62.5M
|
-$6.59M
|
-253,793
|
-10%
|
|
|
27
|
Core Wealth Management
Jupiter,
Florida
|
$61.1M
|
+$1.03M
|
+39,741
|
+2%
|
|
|
28
|
New Capital Management
Houston,
Texas
|
$59M
|
+$1.64M
|
+62,978
|
+3%
|
|
|
29
|
Tumwater Wealth Management
Boise,
Idaho
|
$57.3M
|
+$942K
|
+36,287
|
+2%
|
|
|
30
|
Asset Dedication LLC
San Francisco,
California
|
$57M
|
-$6.5M
|
-250,280
|
-10%
|
|
|
31
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$56.8M
|
-$1.29M
|
-49,544
|
-2%
|
|
|
32
|
Morton Capital Management
Calabasas,
California
|
$55.5M
|
+$2.04M
|
+78,657
|
+4%
|
|
|
33
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$51.5M
|
-$1.89M
|
-72,858
|
-4%
|
|
|
34
|
Creative Capital Management Investments
San Diego,
California
|
$51.3M
|
+$3.26M
|
+125,478
|
+7%
|
|
|
35
|
Financial Engines Advisors
Santa Clara,
California
|
$48M
|
-$698K
|
-26,874
|
-1%
|
|
|
36
|
BetterWealth
San Jose,
California
|
$47M
|
+$1.04M
|
+40,175
|
+2%
|
|
|
37
|
Glassman Wealth Services
Vienna,
Virginia
|
$46.9M
|
+$2.02M
|
+77,687
|
+5%
|
|
|
38
|
Greenspring Advisors
Towson,
Maryland
|
$46.3M
|
-$5.6M
|
-215,725
|
-11%
|
|
|
39
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$44.3M
|
+$436K
|
+16,801
|
+1%
|
|
|
40
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$44M
|
+$43.6M
|
+1,679,564
|
New
|
|
|
41
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$41.2M
|
+$5.16M
|
+198,939
|
+15%
|
|
|
42
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$40.8M
|
+$147K
|
+5,680
|
+0.4%
|
|
|
43
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$39.8M
|
-$2.58M
|
-99,550
|
-6%
|
|
|
44
|
Bank of America
Charlotte,
North Carolina
|
$39.5M
|
+$1.94M
|
+74,626
|
+5%
|
|
|
45
|
Altiora Financial Group
Lebanon,
Ohio
|
$38.8M
|
-$1.04M
|
-39,930
|
-3%
|
|
|
46
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$37.7M
|
-$481K
|
-18,509
|
-1%
|
|
|
47
|
Raymond James Financial
St Petersburg,
Florida
|
$37.7M
|
-$1.5M
|
-57,672
|
-4%
|
|
|
48
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$37.5M
|
-$1.26M
|
-48,525
|
-3%
|
|
|
49
|
Financial Symmetry
Raleigh,
North Carolina
|
$36.4M
|
+$2.11M
|
+81,406
|
+6%
|
|
|
50
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$34.7M
|
+$3.15M
|
+121,256
|
+10%
|
|
