|
26
|
TCI Wealth Advisors
Tucson,
Arizona
|
$44.3M
|
+$1.05M
|
+30,211
|
+3%
|
|
|
27
|
Evanson Asset Management
Carmel,
California
|
$42.6M
|
+$1.23M
|
+35,615
|
+3%
|
|
|
28
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$42.4M
|
+$1.78M
|
+51,257
|
+5%
|
|
|
29
|
Apella Capital
West Hartford,
Connecticut
|
$41.4M
|
+$2.06M
|
+59,325
|
+6%
|
|
|
30
|
Falcon Wealth Planning
Ontario,
California
|
$40.6M
|
+$24.1M
|
+696,360
|
+171%
|
|
|
31
|
UBS Group
Zurich,
Switzerland
|
$40.4M
|
+$2.87M
|
+82,852
|
+8%
|
|
|
32
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$39.6M
|
+$4.03M
|
+116,408
|
+12%
|
|
|
33
|
True Link Financial Advisors
San Francisco,
California
|
$37.1M
|
-$4.96M
|
-143,165
|
-12%
|
|
|
34
|
Relative Value Partners Group
|
$34.5M
|
+$642K
|
+18,531
|
+2%
|
|
|
35
|
Planning Center Inc
Moline,
Illinois
|
$32M
|
+$71.3K
|
+2,056
|
+0.2%
|
|
|
36
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$31.3M
|
+$122K
|
+3,511
|
+0.4%
|
|
|
37
|
ML&R Wealth Management
Austin,
Texas
|
$30.3M
|
-$2.44M
|
-70,291
|
-8%
|
|
|
38
|
Strategic Financial Services
Utica,
New York
|
$29.7M
|
+$1.08M
|
+31,027
|
+4%
|
|
|
39
|
Verus Financial Partners
Richmond,
Virginia
|
$28.4M
|
+$984K
|
+28,392
|
+4%
|
|
|
40
|
Willow Creek Wealth Management
Sebastopol,
California
|
$27.7M
|
+$209K
|
+6,037
|
+0.8%
|
|
|
41
|
Schoolcraft Capital
Boulder,
Colorado
|
$26.5M
|
+$296K
|
+8,529
|
+1%
|
|
|
42
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$26.3M
|
-$165K
|
-4,771
|
-0.7%
|
|
|
43
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$25.8M
|
-$58.2K
|
-1,680
|
-0.2%
|
|
|
44
|
KEB Asset Management
Springfield,
Illinois
|
$25.7M
|
+$506K
|
+14,589
|
+2%
|
|
|
45
|
Beacon Pointe Advisors
Newport Beach,
California
|
$25.6M
|
+$1.09M
|
+31,463
|
+5%
|
|
|
46
|
Total Wealth Planning
Cincinnati,
Ohio
|
$23.9M
|
+$1.07M
|
+30,896
|
+5%
|
|
|
47
|
Merriman Wealth Management
Seattle,
Washington
|
$23.9M
|
+$613K
|
+17,674
|
+3%
|
|
|
48
|
Empowered Funds
Havertown,
Pennsylvania
|
$23.7M
|
+$22.4M
|
+646,159
|
New
|
|
|
49
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.6M
|
+$167K
|
+4,827
|
+0.8%
|
|
|
50
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$23.5M
|
+$2.8M
|
+80,817
|
+14%
|
|
