|
26
|
Core Wealth Management
Jupiter,
Florida
|
$70.5M
|
+$1.9M
|
+69,044
|
+3%
|
|
|
27
|
Evanson Asset Management
Carmel,
California
|
$70M
|
+$10.2K
|
+372
|
+0%
|
|
|
28
|
New Capital Management
Houston,
Texas
|
$68.5M
|
+$2.14M
|
+77,910
|
+3%
|
|
|
29
|
Tumwater Wealth Management
Boise,
Idaho
|
$65.5M
|
+$1.25M
|
+45,351
|
+2%
|
|
|
30
|
Morton Capital Management
Calabasas,
California
|
$64.2M
|
+$1.95M
|
+70,713
|
+3%
|
|
|
31
|
Asset Dedication LLC
San Francisco,
California
|
$62.2M
|
-$1.55M
|
-56,268
|
-3%
|
|
|
32
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$61.3M
|
-$2.25M
|
-81,780
|
-4%
|
|
|
33
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$59.9M
|
+$56.2M
|
+2,040,938
|
New
|
|
|
34
|
Creative Capital Management Investments
San Diego,
California
|
$57.6M
|
+$25.6K
|
+929
|
+0%
|
|
|
35
|
Glassman Wealth Services
Vienna,
Virginia
|
$54.8M
|
+$2.12M
|
+77,094
|
+4%
|
|
|
36
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$54.5M
|
-$2.82M
|
-102,473
|
-5%
|
|
|
37
|
BetterWealth
San Jose,
California
|
$53.8M
|
+$972K
|
+35,318
|
+2%
|
|
|
38
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$49.9M
|
+$11.6M
|
+421,394
|
+33%
|
|
|
39
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$49.6M
|
-$35.1K
|
-1,275
|
-0.1%
|
|
|
40
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$48.7M
|
+$2.81M
|
+101,964
|
+7%
|
|
|
41
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$48.4M
|
+$2.29M
|
+83,090
|
+5%
|
|
|
42
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$46.4M
|
-$2.73M
|
-99,150
|
-6%
|
|
|
43
|
Bank of America
Charlotte,
North Carolina
|
$46.3M
|
+$1.87M
|
+67,943
|
+5%
|
|
|
44
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$44.6M
|
-$600K
|
-21,785
|
-1%
|
|
|
45
|
RFG Advisory
Birmingham,
Alabama
|
$43.4M
|
-$117M
|
-4,266,886
|
-74%
|
|
|
46
|
Altiora Financial Group
Lebanon,
Ohio
|
$43M
|
-$476K
|
-17,281
|
-1%
|
|
|
47
|
Financial Symmetry
Raleigh,
North Carolina
|
$42.3M
|
+$1.34M
|
+48,668
|
+4%
|
|
|
48
|
Raymond James Financial
St Petersburg,
Florida
|
$41.9M
|
-$310K
|
-11,282
|
-0.8%
|
|
|
49
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$40M
|
-$1.88M
|
-68,254
|
-5%
|
|
|
50
|
Financial Engines Advisors
Santa Clara,
California
|
$39.3M
|
-$13.6M
|
-494,163
|
-27%
|
|
