|
26
|
KEB Asset Management
Springfield,
Illinois
|
$21.7M
|
+$22M
|
+662,136
|
New
|
|
|
27
|
Willow Creek Wealth Management
Sebastopol,
California
|
$21.7M
|
-$73.5K
|
-2,215
|
-0.3%
|
|
|
28
|
Merriman Wealth Management
Seattle,
Washington
|
$21.2M
|
-$199K
|
-5,995
|
-0.9%
|
|
|
29
|
Schoolcraft Capital
Boulder,
Colorado
|
$20.7M
|
+$479K
|
+14,424
|
+2%
|
|
|
30
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$20.3M
|
+$20.5M
|
+618,646
|
New
|
|
|
31
|
ML&R Wealth Management
Austin,
Texas
|
$20.3M
|
+$20.5M
|
+617,075
|
New
|
|
|
32
|
Bayshore Asset Management
Coral Gables,
Florida
|
$19.7M
|
+$19.9M
|
+600,472
|
New
|
|
|
33
|
|
$19.3M
|
+$19.2M
|
+578,045
|
+5,233%
|
|
|
34
|
Wealth Architects
Mountain View,
California
|
$19.1M
|
+$1.54M
|
+46,328
|
+9%
|
|
|
35
|
Capital Performance Advisors
Walnut Creek,
California
|
$18.1M
|
+$17.9M
|
+538,790
|
New
|
|
|
36
|
Planning Center Inc
Moline,
Illinois
|
$16.7M
|
+$16M
|
+483,365
|
New
|
|
|
37
|
McLean Asset Management
Tysons,
Virginia
|
$15.2M
|
+$41.8K
|
+1,260
|
+0.3%
|
|
|
38
|
Sequoia Financial Advisors
Akron,
Ohio
|
$15M
|
+$15.2M
|
+456,558
|
New
|
|
|
39
|
Forum Financial Management
Lombard,
Illinois
|
$14.2M
|
+$14.4M
|
+432,447
|
New
|
|
|
40
|
Kraft Asset Management
Nashville,
Tennessee
|
$12.8M
|
+$12.9M
|
+389,113
|
New
|
|
|
41
|
Shearwater Capital
Denver,
Colorado
|
$12.7M
|
+$12.8M
|
+386,793
|
New
|
|
|
42
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.4M
|
+$2.31M
|
+69,720
|
+23%
|
|
|
43
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$12.3M
|
+$59.9K
|
+1,803
|
+0.5%
|
|
|
44
|
LPL Financial
San Diego,
California
|
$12M
|
-$19.8M
|
-595,777
|
-62%
|
|
|
45
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$11.6M
|
+$496K
|
+14,927
|
+4%
|
|
|
46
|
MBB Public Markets
Chicago,
Illinois
|
$11.6M
|
+$11.7M
|
+352,110
|
New
|
|
|
47
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$11.2M
|
+$11.3M
|
+341,416
|
New
|
|
|
48
|
Dopkins Wealth Management
Williamsville,
New York
|
$11.1M
|
+$11.3M
|
+339,409
|
New
|
|
|
49
|
Rather & Kittrell
Knoxville,
Tennessee
|
$10.6M
|
+$10.7M
|
+322,215
|
New
|
|
|
50
|
Claris Advisors
St. Louis,
Missouri
|
$10.4M
|
+$10.6M
|
+318,029
|
New
|
|
