|
26
|
Core Wealth Management
Jupiter,
Florida
|
$81.3M
|
-$169K
|
-4,867
|
-0.2%
|
|
|
27
|
Morton Capital Management
Calabasas,
California
|
$81.2M
|
+$3.74M
|
+107,505
|
+5%
|
|
|
28
|
GeoWealth Management
Chicago,
Illinois
|
$81.2M
|
-$1.3M
|
-37,424
|
-2%
|
|
|
29
|
New Capital Management
Houston,
Texas
|
$81.1M
|
+$1.24M
|
+35,769
|
+2%
|
|
|
30
|
Evanson Asset Management
Carmel,
California
|
$78.3M
|
+$24.4K
|
+702
|
+0%
|
|
|
31
|
Creative Capital Management Investments
San Diego,
California
|
$73.1M
|
+$400K
|
+11,493
|
+0.5%
|
|
|
32
|
Tumwater Wealth Management
Boise,
Idaho
|
$73M
|
-$2.83M
|
-81,240
|
-4%
|
|
|
33
|
Greenspring Advisors
Towson,
Maryland
|
$72.8M
|
-$663K
|
-19,060
|
-0.9%
|
|
|
34
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$70.2M
|
-$877K
|
-25,215
|
-1%
|
|
|
35
|
Glassman Wealth Services
Vienna,
Virginia
|
$67.9M
|
+$1.21M
|
+34,830
|
+2%
|
|
|
36
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$66.2M
|
+$3.71M
|
+106,705
|
+6%
|
|
|
37
|
BetterWealth
San Jose,
California
|
$61.9M
|
+$58.3K
|
+1,675
|
+0.1%
|
|
|
38
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$59.9M
|
-$411K
|
-11,825
|
-0.7%
|
|
|
39
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$59.9M
|
+$1.47M
|
+42,356
|
+2%
|
|
|
40
|
Apella Capital
West Hartford,
Connecticut
|
$59.6M
|
+$17.4M
|
+499,063
|
+45%
|
|
|
41
|
Asset Dedication LLC
San Francisco,
California
|
$57.7M
|
-$8.98M
|
-257,922
|
-13%
|
|
|
42
|
Financial Symmetry
Raleigh,
North Carolina
|
$56.6M
|
-$452K
|
-13,003
|
-0.8%
|
|
|
43
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$55.1M
|
+$1.1M
|
+31,559
|
+2%
|
|
|
44
|
Mars Jewett Financial Group
Bellevue,
Washington
|
$54M
|
-$571K
|
-16,404
|
-1%
|
|
|
45
|
LRI Investments
Palm Beach Gardens,
Florida
|
$53.5M
|
+$5.05M
|
+145,083
|
+10%
|
|
|
46
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$53.2M
|
-$933K
|
-26,809
|
-2%
|
|
|
47
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$51.1M
|
-$484K
|
-13,922
|
-1%
|
|
|
48
|
Strathmore Capital Advisors
Charlotte,
North Carolina
|
$50.9M
|
+$1.2M
|
+34,373
|
+3%
|
|
|
49
|
|
$49.5M
|
+$36.8M
|
+1,058,271
|
+238%
|
|
|
50
|
Altiora Financial Group
Lebanon,
Ohio
|
$49.2M
|
+$428K
|
+12,292
|
+0.9%
|
|
