|
26
|
Evanson Asset Management
Carmel,
California
|
$28.7M
|
+$3.76M
|
+129,552
|
+16%
|
|
|
27
|
True Link Financial Advisors
San Francisco,
California
|
$26.2M
|
+$1.29M
|
+44,278
|
+5%
|
|
|
28
|
Bank of America
Charlotte,
North Carolina
|
$26M
|
+$24.7M
|
+851,249
|
+17,970%
|
|
|
29
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$24.6M
|
+$1.8M
|
+62,082
|
+8%
|
|
|
30
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$23.7M
|
-$699K
|
-24,072
|
-3%
|
|
|
31
|
ML&R Wealth Management
Austin,
Texas
|
$22.6M
|
+$1.65M
|
+56,738
|
+8%
|
|
|
32
|
EP Wealth Advisors
Torrance,
California
|
$22.5M
|
+$11.4M
|
+393,616
|
+114%
|
|
|
33
|
Relative Value Partners Group
|
$22.1M
|
+$9.99M
|
+344,296
|
+90%
|
|
|
34
|
Schoolcraft Capital
Boulder,
Colorado
|
$22.1M
|
-$2.16M
|
-74,420
|
-9%
|
|
|
35
|
Carlson Capital Management
Northfield,
Minnesota
|
$22.1M
|
-$1.24M
|
-42,710
|
-6%
|
|
|
36
|
TFO Wealth Partners
Maumee,
Ohio
|
$21.9M
|
+$17.1M
|
+590,700
|
+944%
|
|
|
37
|
Willow Creek Wealth Management
Sebastopol,
California
|
$21.8M
|
+$735K
|
+25,330
|
+4%
|
|
|
38
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$21.5M
|
+$4.32M
|
+148,746
|
+27%
|
|
|
39
|
KEB Asset Management
Springfield,
Illinois
|
$20.7M
|
+$138K
|
+4,751
|
+0.7%
|
|
|
40
|
Merriman Wealth Management
Seattle,
Washington
|
$20.6M
|
+$283K
|
+9,747
|
+1%
|
|
|
41
|
LPL Financial
San Diego,
California
|
$20.1M
|
+$954K
|
+32,874
|
+5%
|
|
|
42
|
Pathstone Family Office
Englewood,
New Jersey
|
$20M
|
-$610K
|
-21,010
|
-3%
|
|
|
43
|
Capital Performance Advisors
Walnut Creek,
California
|
$16.6M
|
+$289K
|
+9,966
|
+2%
|
|
|
44
|
Wealth Architects
Mountain View,
California
|
$16M
|
-$2.69M
|
-92,828
|
-15%
|
|
|
45
|
Forum Financial Management
Lombard,
Illinois
|
$15.9M
|
+$2.29M
|
+79,061
|
+18%
|
|
|
46
|
Bayshore Asset Management
Coral Gables,
Florida
|
$15.4M
|
+$240K
|
+8,252
|
+2%
|
|
|
47
|
McLean Asset Management
Tysons,
Virginia
|
$15.4M
|
+$1.2M
|
+41,482
|
+9%
|
|
|
48
|
Sequoia Financial Advisors
Akron,
Ohio
|
$14.6M
|
+$588K
|
+20,246
|
+4%
|
|
|
49
|
Sentinel Trust
Houston,
Texas
|
$14M
|
+$13.4M
|
+461,000
|
New
|
|
|
50
|
Apella Capital
West Hartford,
Connecticut
|
$13.9M
|
+$4.76M
|
+163,951
|
+56%
|
|
