|
26
|
Dowling & Yahnke
San Diego,
California
|
$20.9M
|
-$439K
|
-15,364
|
-2%
|
|
|
27
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$20.7M
|
-$1.08M
|
-37,718
|
-4%
|
|
|
28
|
Schoolcraft Capital
Boulder,
Colorado
|
$20.6M
|
+$73.8K
|
+2,584
|
+0.3%
|
|
|
29
|
Carlson Capital Management
Northfield,
Minnesota
|
$19.8M
|
+$2.57M
|
+89,972
|
+13%
|
|
|
30
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$19.2M
|
+$1.57M
|
+54,953
|
+8%
|
|
|
31
|
Willow Creek Wealth Management
Sebastopol,
California
|
$17.8M
|
-$333K
|
-11,662
|
-2%
|
|
|
32
|
ML&R Wealth Management
Austin,
Texas
|
$17.6M
|
+$213K
|
+7,456
|
+1%
|
|
|
33
|
Pathstone Family Office
Englewood,
New Jersey
|
$17.5M
|
-$3.74M
|
-130,968
|
-16%
|
|
|
34
|
KEB Asset Management
Springfield,
Illinois
|
$17.4M
|
-$691K
|
-24,176
|
-3%
|
|
|
35
|
Merriman Wealth Management
Seattle,
Washington
|
$17.2M
|
-$858K
|
-30,036
|
-4%
|
|
|
36
|
LPL Financial
San Diego,
California
|
$16.2M
|
+$6.38M
|
+223,254
|
+55%
|
|
|
37
|
Wealth Architects
Mountain View,
California
|
$16M
|
-$318K
|
-11,124
|
-2%
|
|
|
38
|
Planning Center Inc
Moline,
Illinois
|
$15.2M
|
+$1.91M
|
+66,750
|
+13%
|
|
|
39
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$14.4M
|
-$225K
|
-7,890
|
-1%
|
|
|
40
|
Capital Performance Advisors
Walnut Creek,
California
|
$13.8M
|
-$238K
|
-8,336
|
-2%
|
|
|
41
|
Bayshore Asset Management
Coral Gables,
Florida
|
$12.8M
|
-$1.65M
|
-57,776
|
-10%
|
|
|
42
|
McLean Asset Management
Tysons,
Virginia
|
$12.3M
|
+$754K
|
+26,375
|
+6%
|
|
|
43
|
Rather & Kittrell
Knoxville,
Tennessee
|
$11.9M
|
+$152K
|
+5,334
|
+1%
|
|
|
44
|
Sequoia Financial Advisors
Akron,
Ohio
|
$11.8M
|
-$304K
|
-10,625
|
-2%
|
|
|
45
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$11.8M
|
+$942K
|
+32,966
|
+8%
|
|
|
46
|
Forum Financial Management
Lombard,
Illinois
|
$11.4M
|
+$652K
|
+22,826
|
+5%
|
|
|
47
|
Kraft Asset Management
Nashville,
Tennessee
|
$10.5M
|
+$146K
|
+5,099
|
+1%
|
|
|
48
|
Shearwater Capital
Denver,
Colorado
|
$9.96M
|
+$914
|
+32
|
+0%
|
|
|
49
|
Relative Value Partners Group
|
$9.89M
|
+$3.71M
|
+129,947
|
+51%
|
|
|
50
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.82M
|
-$273K
|
-9,542
|
-2%
|
|
