|
26
|
Evanson Asset Management
Carmel,
California
|
$45.8M
|
-$397K
|
-8,725
|
-0.9%
|
|
|
27
|
Colony Family Offices
Charlotte,
North Carolina
|
$45.1M
|
-$3.52M
|
-77,319
|
-8%
|
|
|
28
|
Zhang Financial
Portage,
Michigan
|
$42.8M
|
+$10.8M
|
+237,872
|
+37%
|
|
|
29
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$39.9M
|
+$721K
|
+15,853
|
+2%
|
|
|
30
|
1900 Wealth Management
San Antonio,
Texas
|
$38.1M
|
+$2.29M
|
+50,252
|
+7%
|
|
|
31
|
Truist Financial
Charlotte,
North Carolina
|
$37.8M
|
+$1.13M
|
+24,820
|
+3%
|
|
|
32
|
McLean Asset Management
Tysons,
Virginia
|
$34M
|
-$67.9K
|
-1,493
|
-0.2%
|
|
|
33
|
Apella Capital
West Hartford,
Connecticut
|
$33.3M
|
+$31.4M
|
+690,472
|
New
|
|
|
34
|
Wealthstream Advisors
New York
|
$33.2M
|
+$39.3K
|
+863
|
+0.1%
|
|
|
35
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$31.5M
|
-$1.96M
|
-43,143
|
-6%
|
|
|
36
|
American Investment Services
Great Barrington,
Massachusetts
|
$31.1M
|
-$609K
|
-13,396
|
-2%
|
|
|
37
|
AE Wealth Management
Topeka,
Kansas
|
$30.4M
|
-$327K
|
-7,197
|
-1%
|
|
|
38
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$28.8M
|
-$210K
|
-4,607
|
-0.8%
|
|
|
39
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$27.3M
|
+$1.29M
|
+28,340
|
+5%
|
|
|
40
|
Retirement Solution
Redmond,
Washington
|
$27.2M
|
-$175K
|
-3,848
|
-0.7%
|
|
|
41
|
Root Financial Partners
Encinitas,
California
|
$25.6M
|
+$4.74M
|
+104,281
|
+24%
|
|
|
42
|
Heritage Investment Group
Pompano Beach,
Florida
|
$24.8M
|
-$88.2K
|
-1,938
|
-0.4%
|
|
|
43
|
Dixon Fnancial Services
Lafayette,
California
|
$23.7M
|
-$174K
|
-3,826
|
-0.8%
|
|
|
44
|
|
$23M
|
+$6.86M
|
+150,887
|
+46%
|
|
|
45
|
KM Capital Management
Austin,
Texas
|
$22.4M
|
+$2.21M
|
+48,528
|
+12%
|
|
|
46
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$22.1M
|
-$6.87K
|
-151
|
-0%
|
|
|
47
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$21.5M
|
+$221K
|
+4,853
|
+1%
|
|
|
48
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$21.3M
|
+$3.02M
|
+66,392
|
+18%
|
|
|
49
|
Willow Creek Wealth Management
Sebastopol,
California
|
$20.4M
|
+$998K
|
+21,943
|
+5%
|
|
|
50
|
HighTower Advisors
Chicago,
Illinois
|
$20.4M
|
+$131K
|
+2,885
|
+0.7%
|
|
