|
26
|
Raymond James Financial
St Petersburg,
Florida
|
$76.3M
|
+$23.3M
|
+729,814
|
+46%
|
|
|
27
|
Evanson Asset Management
Carmel,
California
|
$75.4M
|
-$1.48M
|
-46,546
|
-2%
|
|
|
28
|
Morton Capital Management
Calabasas,
California
|
$74.8M
|
+$2.35M
|
+73,536
|
+3%
|
|
|
29
|
Tumwater Wealth Management
Boise,
Idaho
|
$73M
|
+$1.85M
|
+58,034
|
+3%
|
|
|
30
|
UBS Group
Zurich,
Switzerland
|
$71.5M
|
+$781K
|
+24,495
|
+1%
|
|
|
31
|
Greenspring Advisors
Towson,
Maryland
|
$70.8M
|
+$4.66M
|
+146,033
|
+7%
|
|
|
32
|
Creative Capital Management Investments
San Diego,
California
|
$70M
|
+$1.09M
|
+34,080
|
+2%
|
|
|
33
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$68.4M
|
-$55.4K
|
-1,736
|
-0.1%
|
|
|
34
|
Align Financial
Hermantown,
Minnesota
|
$68M
|
+$2.17M
|
+67,980
|
New
|
|
|
35
|
Glassman Wealth Services
Vienna,
Virginia
|
$64.2M
|
+$1.84M
|
+57,600
|
+3%
|
|
|
36
|
Asset Dedication LLC
San Francisco,
California
|
$64M
|
-$2.68M
|
-83,927
|
-4%
|
|
|
37
|
Bank of America
Charlotte,
North Carolina
|
$63.9M
|
+$7.25M
|
+227,174
|
+13%
|
|
|
38
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$60.3M
|
+$1.67M
|
+52,223
|
+3%
|
|
|
39
|
BetterWealth
San Jose,
California
|
$59.6M
|
+$621K
|
+19,464
|
+1%
|
|
|
40
|
Mars Jewett Financial Group
Bellevue,
Washington
|
$58.6M
|
+$51.2M
|
+1,606,224
|
New
|
|
|
41
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$58.1M
|
+$2.55M
|
+80,015
|
+5%
|
|
|
42
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$56.3M
|
+$1.01M
|
+31,693
|
+2%
|
|
|
43
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$52.1M
|
+$593K
|
+18,583
|
+1%
|
|
|
44
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$52M
|
-$1.69M
|
-53,090
|
-3%
|
|
|
45
|
Financial Symmetry
Raleigh,
North Carolina
|
$51M
|
+$1.05M
|
+32,786
|
+2%
|
|
|
46
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$50.3M
|
-$9.66M
|
-302,712
|
-16%
|
|
|
47
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$48.2M
|
-$992K
|
-31,083
|
-2%
|
|
|
48
|
Altiora Financial Group
Lebanon,
Ohio
|
$47M
|
-$332K
|
-10,407
|
-0.7%
|
|
|
49
|
LRI Investments
Palm Beach Gardens,
Florida
|
$46.8M
|
+$1.57M
|
+49,293
|
+4%
|
|
|
50
|
Master's Wealth Management
Lancaster,
Pennsylvania
|
$45.4M
|
+$2M
|
+62,814
|
+5%
|
|
