|
51
|
Merriman Wealth Management
Seattle,
Washington
|
$21.7M
|
-$3.39M
|
-103,887
|
-14%
|
|
|
52
|
Total Wealth Planning
Cincinnati,
Ohio
|
$21.3M
|
+$2.12M
|
+65,006
|
+12%
|
|
|
53
|
Wealth Architects
Mountain View,
California
|
$20.5M
|
+$597K
|
+18,306
|
+3%
|
|
|
54
|
Trinity Financial Advisors
Columbus,
Ohio
|
$19.5M
|
+$5.73M
|
+175,547
|
+45%
|
|
|
55
|
Sequoia Financial Advisors
Akron,
Ohio
|
$19.2M
|
+$562K
|
+17,222
|
+3%
|
|
|
56
|
Capital Performance Advisors
Walnut Creek,
California
|
$19.2M
|
+$117K
|
+3,584
|
+0.6%
|
|
|
57
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$19.2M
|
+$1.48M
|
+45,444
|
+9%
|
|
|
58
|
Efficient Frontier Advisors
Eastford,
Connecticut
|
$18.8M
|
+$17.9M
|
+547,637
|
New
|
|
|
59
|
Bank of America
Charlotte,
North Carolina
|
$17.5M
|
+$1.11M
|
+34,141
|
+7%
|
|
|
60
|
Bayshore Asset Management
Coral Gables,
Florida
|
$17.5M
|
-$18.2K
|
-557
|
-0.1%
|
|
|
61
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$16.8M
|
+$819K
|
+25,088
|
+5%
|
|
|
62
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$16.7M
|
+$861K
|
+26,389
|
+6%
|
|
|
63
|
Citadel Advisors
Miami,
Florida
|
$15.9M
|
+$12.4M
|
+380,031
|
+454%
|
|
|
64
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$15.7M
|
+$182K
|
+5,566
|
+1%
|
|
|
65
|
Forum Financial Management
Lombard,
Illinois
|
$15.6M
|
-$452K
|
-13,848
|
-3%
|
|
|
66
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$15.5M
|
-$9M
|
-275,804
|
-38%
|
|
|
67
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$15.2M
|
+$625K
|
+19,144
|
+5%
|
|
|
68
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$14.9M
|
+$817K
|
+25,024
|
+6%
|
|
|
69
|
McLean Asset Management
Tysons,
Virginia
|
$14.5M
|
+$409K
|
+12,541
|
+3%
|
|
|
70
|
|
$14.5M
|
+$657K
|
+20,146
|
+5%
|
|
|
71
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$14.5M
|
+$425K
|
+13,035
|
+3%
|
|
|
72
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$14.3M
|
+$13.2M
|
+405,359
|
+3,747%
|
|
|
73
|
Falcon Wealth Planning
Ontario,
California
|
$14M
|
+$5.6M
|
+171,622
|
+73%
|
|
|
74
|
Bridgeworth
Birmingham,
Alabama
|
$13.4M
|
-$60.7K
|
-1,861
|
-0.5%
|
|
|
75
|
Pathstone Holdings
Englewood,
New Jersey
|
$13.3M
|
+$12.6M
|
+387,412
|
New
|
|
