|
26
|
Asset Dedication LLC
San Francisco,
California
|
$85.6M
|
-$4.04M
|
-111,103
|
-4%
|
|
|
27
|
Aspen Capital Management
Boise,
Idaho
|
$80.9M
|
+$263K
|
+7,229
|
+0.3%
|
|
|
28
|
Rather & Kittrell
Knoxville,
Tennessee
|
$80.3M
|
+$1.15M
|
+31,549
|
+1%
|
|
|
29
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$78.2M
|
-$609K
|
-16,766
|
-0.8%
|
|
|
30
|
Rockbridge Investment Management
Syracuse,
New York
|
$77.7M
|
-$19.9K
|
-548
|
-0%
|
|
|
31
|
Elser Financial Planning
Indianapolis,
Indiana
|
$77.2M
|
+$78.9M
|
+2,170,433
|
New
|
|
|
32
|
Brighton Jones LLC
Seattle,
Washington
|
$73.9M
|
+$2.13M
|
+58,682
|
+3%
|
|
|
33
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$73.7M
|
+$964K
|
+26,533
|
+1%
|
|
|
34
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$72.5M
|
+$299K
|
+8,227
|
+0.4%
|
|
|
35
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$72.1M
|
-$1.34M
|
-36,961
|
-2%
|
|
|
36
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$69.9M
|
+$223K
|
+6,143
|
+0.3%
|
|
|
37
|
Truepoint Inc
Cincinnati,
Ohio
|
$69.6M
|
-$3.6M
|
-98,990
|
-5%
|
|
|
38
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$69.5M
|
+$3.89M
|
+107,042
|
+6%
|
|
|
39
|
SJS Investment Consulting
Sylvania,
Ohio
|
$69.5M
|
+$2.39M
|
+65,693
|
+3%
|
|
|
40
|
Miramar Fiduciary Corp
Reno,
Nevada
|
$68.1M
|
-$6.11M
|
-168,053
|
-8%
|
|
|
41
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$66.2M
|
+$2.57M
|
+70,697
|
+4%
|
|
|
42
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$63M
|
+$1.17M
|
+32,129
|
+2%
|
|
|
43
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$61.7M
|
+$18M
|
+494,989
|
+40%
|
|
|
44
|
|
$56.3M
|
+$736K
|
+20,255
|
+1%
|
|
|
45
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$56.2M
|
+$3.32M
|
+91,236
|
+6%
|
|
|
46
|
Kooman & Associates
Altoona,
Pennsylvania
|
$55.8M
|
-$872K
|
-23,987
|
-2%
|
|
|
47
|
Catalyst Capital Advisors
Huntington,
New York
|
$55M
|
+$3.42M
|
+94,082
|
+6%
|
|
|
48
|
Millburn Ridgefield Corp
New York
|
$55M
|
+$3.42M
|
+94,082
|
+6%
|
|
|
49
|
Financial Plan Inc
Bellingham,
Washington
|
$53.9M
|
+$3.88M
|
+106,677
|
+8%
|
|
|
50
|
Bank of America
Charlotte,
North Carolina
|
$52M
|
+$8.89M
|
+244,584
|
+20%
|
|
