|
26
|
Apella Capital
West Hartford,
Connecticut
|
$48M
|
+$2.98M
|
+80,522
|
+7%
|
|
|
27
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$47.7M
|
+$46.5M
|
+1,257,825
|
New
|
|
|
28
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$47.5M
|
+$2.63M
|
+71,134
|
+6%
|
|
|
29
|
Evanson Asset Management
Carmel,
California
|
$47M
|
+$1.32M
|
+35,628
|
+3%
|
|
|
30
|
Falcon Wealth Planning
Ontario,
California
|
$43.2M
|
-$25.1M
|
-678,037
|
-37%
|
|
|
31
|
UBS Group
Zurich,
Switzerland
|
$41.9M
|
-$274K
|
-7,406
|
-0.7%
|
|
|
32
|
True Link Financial Advisors
San Francisco,
California
|
$41.8M
|
+$2.7M
|
+73,026
|
+7%
|
|
|
33
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$41.4M
|
+$2.19M
|
+59,209
|
+6%
|
|
|
34
|
Kestra Investment Management
Austin,
Texas
|
$40.5M
|
+$39.4M
|
+1,064,220
|
New
|
|
|
35
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$37M
|
+$5.25M
|
+141,997
|
+17%
|
|
|
36
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$35.2M
|
+$2.57M
|
+69,553
|
+8%
|
|
|
37
|
Planning Center Inc
Moline,
Illinois
|
$33.6M
|
+$392K
|
+10,590
|
+1%
|
|
|
38
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$31.7M
|
-$764K
|
-20,658
|
-2%
|
|
|
39
|
Strategic Financial Services
Utica,
New York
|
$31.2M
|
+$6.73K
|
+182
|
+0%
|
|
|
40
|
Verus Financial Partners
Richmond,
Virginia
|
$30.3M
|
+$195K
|
+5,260
|
+0.7%
|
|
|
41
|
Schoolcraft Capital
Boulder,
Colorado
|
$29.4M
|
+$436K
|
+11,787
|
+2%
|
|
|
42
|
Beacon Pointe Advisors
Newport Beach,
California
|
$28.2M
|
+$482K
|
+13,025
|
+2%
|
|
|
43
|
KEB Asset Management
Springfield,
Illinois
|
$28M
|
+$639K
|
+17,264
|
+2%
|
|
|
44
|
Willow Creek Wealth Management
Sebastopol,
California
|
$27.8M
|
-$608K
|
-16,426
|
-2%
|
|
|
45
|
Total Wealth Planning
Cincinnati,
Ohio
|
$27.7M
|
+$1.59M
|
+42,983
|
+6%
|
|
|
46
|
Wealth Architects
Mountain View,
California
|
$26M
|
+$1.25M
|
+33,739
|
+5%
|
|
|
47
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$25.6M
|
+$12.5K
|
+338
|
+0%
|
|
|
48
|
Merriman Wealth Management
Seattle,
Washington
|
$25.6M
|
+$752K
|
+20,339
|
+3%
|
|
|
49
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$23.2M
|
+$1.66M
|
+44,951
|
+8%
|
|
|
50
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$22.6M
|
-$1.33M
|
-35,885
|
-6%
|
|
