|
26
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$33.1M
|
+$900K
|
+32,750
|
+3%
|
|
|
27
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$33.1M
|
-$4.87M
|
-176,967
|
-14%
|
|
|
28
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$32.7M
|
+$1.86M
|
+67,662
|
+7%
|
|
|
29
|
Mercer Global Advisors
Denver,
Colorado
|
$32.2M
|
-$17.2M
|
-624,002
|
-37%
|
|
|
30
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$32.2M
|
+$1.63M
|
+59,277
|
+6%
|
|
|
31
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$31.5M
|
-$330K
|
-11,993
|
-1%
|
|
|
32
|
Miramar Fiduciary Corp
Reno,
Nevada
|
$31.1M
|
–
|
–
|
–
|
|
|
33
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$29.9M
|
-$473K
|
-17,212
|
-2%
|
|
|
34
|
Oakwell Private Wealth Management
Austin,
Texas
|
$29.8M
|
+$2.3M
|
+83,494
|
+9%
|
|
|
35
|
Kooman & Associates
Altoona,
Pennsylvania
|
$28.9M
|
-$64.8K
|
-2,358
|
-0.2%
|
|
|
36
|
Brighton Jones LLC
Seattle,
Washington
|
$28.7M
|
+$1.32M
|
+47,940
|
+5%
|
|
|
37
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$28.1M
|
+$13.2M
|
+480,797
|
+103%
|
|
|
38
|
Burton Enright Welch
Walnut Creek,
California
|
$28M
|
-$3.35M
|
-121,910
|
-11%
|
|
|
39
|
|
$27.9M
|
-$13.2M
|
-479,917
|
-34%
|
|
|
40
|
Seaside Wealth Management
Carlsbad,
California
|
$27.7M
|
+$737K
|
+26,798
|
+3%
|
|
|
41
|
Rather & Kittrell
Knoxville,
Tennessee
|
$27.5M
|
+$641K
|
+23,329
|
+3%
|
|
|
42
|
Willow Creek Wealth Management
Sebastopol,
California
|
$27M
|
+$1.84M
|
+66,880
|
+8%
|
|
|
43
|
Rockbridge Investment Management
Syracuse,
New York
|
$27M
|
+$1.46M
|
+52,964
|
+6%
|
|
|
44
|
Your Advocates Ltd
Houston,
Texas
|
$26.2M
|
-$504K
|
-18,337
|
-2%
|
|
|
45
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$24.3M
|
+$4.4M
|
+159,985
|
+24%
|
|
|
46
|
|
$24.1M
|
-$1.77M
|
-64,496
|
-7%
|
|
|
47
|
Hemington Wealth Management
Falls Church,
Virginia
|
$23M
|
+$1.08M
|
+39,307
|
+5%
|
|
|
48
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$22.9M
|
-$77.3K
|
-2,811
|
-0.4%
|
|
|
49
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$22.5M
|
+$4.88M
|
+177,330
|
+31%
|
|
|
50
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$22.4M
|
-$50.3K
|
-1,829
|
-0.2%
|
|
