|
51
|
Willow Creek Wealth Management
Sebastopol,
California
|
$31.6M
|
-$264K
|
-6,477
|
-0.9%
|
|
|
52
|
Wealth Architects
Mountain View,
California
|
$31.6M
|
-$664K
|
-16,305
|
-2%
|
|
|
53
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$30.9M
|
+$541K
|
+13,285
|
+2%
|
|
|
54
|
Washington Trust Bank
Spokane,
Washington
|
$30.1M
|
+$28.6M
|
+703,313
|
New
|
|
|
55
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$30.1M
|
-$1.16M
|
-28,493
|
-4%
|
|
|
56
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$29.1M
|
+$16.9M
|
+413,843
|
+156%
|
|
|
57
|
Schoolcraft Capital
Boulder,
Colorado
|
$28.1M
|
-$4.46M
|
-109,414
|
-14%
|
|
|
58
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$27.9M
|
+$6.06M
|
+148,763
|
+30%
|
|
|
59
|
Beacon Pointe Advisors
Newport Beach,
California
|
$27.7M
|
+$235K
|
+5,776
|
+0.9%
|
|
|
60
|
Trinity Financial Advisors
Columbus,
Ohio
|
$27.6M
|
+$331K
|
+8,117
|
+1%
|
|
|
61
|
Sequoia Financial Advisors
Akron,
Ohio
|
$26.2M
|
-$942K
|
-23,136
|
-4%
|
|
|
62
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$26.2M
|
-$1.36M
|
-33,491
|
-5%
|
|
|
63
|
Root Financial Partners
Encinitas,
California
|
$25.4M
|
-$2.66M
|
-65,253
|
-10%
|
|
|
64
|
Efficient Frontier Advisors
Eastford,
Connecticut
|
$24.8M
|
-$426K
|
-10,459
|
-2%
|
|
|
65
|
Capital Performance Advisors
Walnut Creek,
California
|
$24.1M
|
-$87.3K
|
-2,143
|
-0.4%
|
|
|
66
|
Mariner
Overland Park,
Kansas
|
$23.2M
|
+$5.51M
|
+135,241
|
+33%
|
|
|
67
|
Wells Fargo
San Francisco,
California
|
$23.1M
|
+$4.78M
|
+117,451
|
+28%
|
|
|
68
|
Truist Financial
Charlotte,
North Carolina
|
$22.4M
|
+$12M
|
+295,786
|
+130%
|
|
|
69
|
Fiduciary Financial Group
San Rafael,
California
|
$22M
|
+$1.6M
|
+39,298
|
+8%
|
|
|
70
|
|
$21.8M
|
-$337K
|
-8,262
|
-2%
|
|
|
71
|
Allworth Financial
Folsom,
California
|
$21.4M
|
-$304K
|
-7,469
|
-1%
|
|
|
72
|
McMill Wealth Management
Norfolk,
Nebraska
|
$21M
|
-$266K
|
-6,529
|
-1%
|
|
|
73
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$20.9M
|
+$812K
|
+19,926
|
+4%
|
|
|
74
|
Acropolis Investment Management
St. Louis,
Missouri
|
$20.9M
|
+$558K
|
+13,709
|
+3%
|
|
|
75
|
First Command Advisory Services
Fort Worth,
Texas
|
$20.2M
|
+$602K
|
+14,784
|
+3%
|
|
