|
26
|
New Capital Management
Houston,
Texas
|
$73.3M
|
+$176K
|
+5,789
|
+0.2%
|
|
|
27
|
Morton Capital Management
Calabasas,
California
|
$69.4M
|
+$702K
|
+23,105
|
+1%
|
|
|
28
|
Tumwater Wealth Management
Boise,
Idaho
|
$68.1M
|
-$1.8M
|
-59,412
|
-3%
|
|
|
29
|
UBS Group
Zurich,
Switzerland
|
$67.8M
|
-$13.2M
|
-433,678
|
-17%
|
|
|
30
|
Creative Capital Management Investments
San Diego,
California
|
$66.1M
|
+$4.4M
|
+144,776
|
+7%
|
|
|
31
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$65.7M
|
+$186K
|
+6,123
|
+0.3%
|
|
|
32
|
Asset Dedication LLC
San Francisco,
California
|
$64M
|
-$2.39M
|
-78,644
|
-4%
|
|
|
33
|
Greenspring Advisors
Towson,
Maryland
|
$63.3M
|
+$61.2M
|
+2,016,614
|
New
|
|
|
34
|
Glassman Wealth Services
Vienna,
Virginia
|
$59.8M
|
+$1.2M
|
+39,596
|
+2%
|
|
|
35
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$57.7M
|
-$481K
|
-15,847
|
-0.9%
|
|
|
36
|
BetterWealth
San Jose,
California
|
$56.5M
|
-$881K
|
-29,022
|
-2%
|
|
|
37
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$55.8M
|
+$2.75M
|
+90,635
|
+5%
|
|
|
38
|
Bank of America
Charlotte,
North Carolina
|
$54.1M
|
+$4.55M
|
+149,977
|
+10%
|
|
|
39
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$53.2M
|
+$1.48M
|
+48,762
|
+3%
|
|
|
40
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$53M
|
-$14.8K
|
-487
|
-0%
|
|
|
41
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$51.6M
|
-$450K
|
-14,816
|
-0.9%
|
|
|
42
|
Raymond James Financial
St Petersburg,
Florida
|
$50.3M
|
+$5.31M
|
+174,893
|
+12%
|
|
|
43
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$49.4M
|
-$213K
|
-7,010
|
-0.4%
|
|
|
44
|
Financial Symmetry
Raleigh,
North Carolina
|
$47.8M
|
+$2.61M
|
+85,865
|
+6%
|
|
|
45
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$46.5M
|
-$1.39M
|
-45,728
|
-3%
|
|
|
46
|
Altiora Financial Group
Lebanon,
Ohio
|
$45.4M
|
-$579K
|
-19,077
|
-1%
|
|
|
47
|
LRI Investments
Palm Beach Gardens,
Florida
|
$43.3M
|
+$3.84M
|
+126,531
|
+10%
|
|
|
48
|
Financial Engines Advisors
Santa Clara,
California
|
$43.2M
|
+$1.17M
|
+38,654
|
+3%
|
|
|
49
|
ShankerValleau Wealth Advisors
Skokie,
Illinois
|
$41.6M
|
+$58.6K
|
+1,931
|
+0.1%
|
|
|
50
|
Master's Wealth Management
Lancaster,
Pennsylvania
|
$41.6M
|
-$60.3K
|
-1,985
|
-0.1%
|
|
