|
26
|
Kestra Investment Management
Austin,
Texas
|
$52.4M
|
+$15.2M
|
+413,279
|
+39%
|
|
|
27
|
Dixon Fnancial Services
Lafayette,
California
|
$49.2M
|
-$342K
|
-9,327
|
-0.7%
|
|
|
28
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$48.8M
|
+$4.35M
|
+118,592
|
+9%
|
|
|
29
|
TCI Wealth Advisors
Tucson,
Arizona
|
$48.7M
|
+$2.21M
|
+60,186
|
+5%
|
|
|
30
|
Evanson Asset Management
Carmel,
California
|
$45.3M
|
+$1.57M
|
+42,893
|
+3%
|
|
|
31
|
Apella Capital
West Hartford,
Connecticut
|
$44.7M
|
-$304K
|
-8,277
|
-0.7%
|
|
|
32
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$42M
|
+$43.4M
|
+1,183,733
|
New
|
|
|
33
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$41.7M
|
+$3.2M
|
+87,282
|
+8%
|
|
|
34
|
Falcon Wealth Planning
Ontario,
California
|
$41.2M
|
+$1.01M
|
+27,579
|
+2%
|
|
|
35
|
UBS Group
Zurich,
Switzerland
|
$39.5M
|
+$445K
|
+12,140
|
+1%
|
|
|
36
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$38.9M
|
+$4.62M
|
+125,851
|
+13%
|
|
|
37
|
True Link Financial Advisors
San Francisco,
California
|
$37.8M
|
-$1.21M
|
-32,994
|
-3%
|
|
|
38
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$35.3M
|
+$2.55M
|
+69,576
|
+8%
|
|
|
39
|
Planning Center Inc
Moline,
Illinois
|
$31.5M
|
+$242K
|
+6,603
|
+0.7%
|
|
|
40
|
Strategic Financial Services
Utica,
New York
|
$30.1M
|
+$992K
|
+27,052
|
+3%
|
|
|
41
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$29M
|
-$548K
|
-14,939
|
-2%
|
|
|
42
|
Verus Financial Partners
Richmond,
Virginia
|
$28.7M
|
+$384K
|
+10,460
|
+1%
|
|
|
43
|
Total Wealth Planning
Cincinnati,
Ohio
|
$28.6M
|
+$2.85M
|
+77,610
|
+11%
|
|
|
44
|
KEB Asset Management
Springfield,
Illinois
|
$28.3M
|
+$2.26M
|
+61,743
|
+8%
|
|
|
45
|
Schoolcraft Capital
Boulder,
Colorado
|
$27.5M
|
+$145K
|
+3,941
|
+0.5%
|
|
|
46
|
Willow Creek Wealth Management
Sebastopol,
California
|
$26.5M
|
+$604K
|
+16,464
|
+2%
|
|
|
47
|
Wealth Architects
Mountain View,
California
|
$26.3M
|
+$2.18M
|
+59,416
|
+9%
|
|
|
48
|
Beacon Pointe Advisors
Newport Beach,
California
|
$25.8M
|
-$474K
|
-12,918
|
-2%
|
|
|
49
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$24.9M
|
+$6.18M
|
+168,500
|
+32%
|
|
|
50
|
Merriman Wealth Management
Seattle,
Washington
|
$23.8M
|
-$71.5K
|
-1,951
|
-0.3%
|
|
