|
26
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$65.6M
|
-$1.66M
|
-31,556
|
-3%
|
|
|
27
|
Forum Financial Management
Lombard,
Illinois
|
$63.8M
|
-$755K
|
-14,380
|
-1%
|
|
|
28
|
Pathstone Holdings
Englewood,
New Jersey
|
$62.4M
|
-$1.37M
|
-26,176
|
-2%
|
|
|
29
|
Apella Capital
West Hartford,
Connecticut
|
$58.8M
|
-$255K
|
-4,864
|
-0.5%
|
|
|
30
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$58.5M
|
+$2.01M
|
+38,217
|
+4%
|
|
|
31
|
Schoolcraft Capital
Boulder,
Colorado
|
$57.6M
|
-$700K
|
-13,328
|
-1%
|
|
|
32
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$56.2M
|
+$399K
|
+7,596
|
+0.7%
|
|
|
33
|
Triune Financial Partners
Overland Park,
Kansas
|
$54M
|
+$1.34M
|
+25,534
|
+3%
|
|
|
34
|
Team Hewins
Redwood City,
California
|
$52.4M
|
-$660K
|
-12,567
|
-1%
|
|
|
35
|
Clune & Associates
Chicago,
Illinois
|
$52.2M
|
+$12.1M
|
+229,839
|
+32%
|
|
|
36
|
TFC Financial Management
Boston,
Massachusetts
|
$49.8M
|
-$179K
|
-3,404
|
-0.4%
|
|
|
37
|
KEB Asset Management
Springfield,
Illinois
|
$49.5M
|
+$2.69M
|
+51,184
|
+6%
|
|
|
38
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$48.8M
|
-$4.79M
|
-91,137
|
-9%
|
|
|
39
|
Elser Financial Planning
Indianapolis,
Indiana
|
$48.6M
|
-$489K
|
-9,309
|
-1%
|
|
|
40
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$46.7M
|
–
|
–
|
–
|
|
|
41
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$46.1M
|
+$1.59M
|
+30,190
|
+4%
|
|
|
42
|
Heritage Investment Group
Pompano Beach,
Florida
|
$46M
|
-$463K
|
-8,811
|
-1%
|
|
|
43
|
Verus Financial Partners
Richmond,
Virginia
|
$45.9M
|
+$4.31M
|
+82,174
|
+11%
|
|
|
44
|
Guardian Wealth Management (Tennessee)
Chattanooga,
Tennessee
|
$45.3M
|
-$1.01M
|
-19,177
|
-2%
|
|
|
45
|
Capital Performance Advisors
Walnut Creek,
California
|
$43.6M
|
-$434K
|
-8,272
|
-1%
|
|
|
46
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$42.4M
|
+$611K
|
+11,634
|
+2%
|
|
|
47
|
Timonier Family Office
Winston Salem,
North Carolina
|
$42.4M
|
+$40.4M
|
+769,971
|
New
|
|
|
48
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$41.5M
|
-$913K
|
-17,394
|
-2%
|
|
|
49
|
Dixon Fnancial Services
Lafayette,
California
|
$41M
|
-$251K
|
-4,781
|
-0.6%
|
|
|
50
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$39.4M
|
+$107K
|
+2,029
|
+0.2%
|
|
