|
26
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$42.9M
|
-$340K
|
-10,457
|
-0.7%
|
|
|
27
|
Forum Financial Management
Lombard,
Illinois
|
$40.7M
|
+$600K
|
+18,465
|
+1%
|
|
|
28
|
Evanson Asset Management
Carmel,
California
|
$37.2M
|
+$203K
|
+6,247
|
+0.5%
|
|
|
29
|
Dowling & Yahnke
San Diego,
California
|
$35.7M
|
+$5.51M
|
+169,447
|
+16%
|
|
|
30
|
Willow Creek Wealth Management
Sebastopol,
California
|
$35.2M
|
-$1.11M
|
-34,105
|
-3%
|
|
|
31
|
LPL Financial
San Diego,
California
|
$34.8M
|
+$36.8K
|
+1,131
|
+0.1%
|
|
|
32
|
Heritage Investment Group
Pompano Beach,
Florida
|
$33M
|
-$153K
|
-4,704
|
-0.4%
|
|
|
33
|
Stonnington Group
Pasadena,
California
|
$32.9M
|
-$3.11M
|
-95,521
|
-8%
|
|
|
34
|
TFC Financial Management
Boston,
Massachusetts
|
$31.8M
|
-$546K
|
-16,780
|
-2%
|
|
|
35
|
Schoolcraft Capital
Boulder,
Colorado
|
$30.1M
|
+$1.18M
|
+36,433
|
+4%
|
|
|
36
|
American Investment Services
Great Barrington,
Massachusetts
|
$29.6M
|
+$1.25M
|
+38,549
|
+4%
|
|
|
37
|
McLean Asset Management
Tysons,
Virginia
|
$26.8M
|
-$67.9K
|
-2,089
|
-0.2%
|
|
|
38
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$26.7M
|
+$66.7K
|
+2,050
|
+0.2%
|
|
|
39
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$25.1M
|
+$550K
|
+16,912
|
+2%
|
|
|
40
|
Dixon Fnancial Services
Lafayette,
California
|
$24.8M
|
-$163K
|
-5,022
|
-0.6%
|
|
|
41
|
Wealth Architects
Mountain View,
California
|
$24.8M
|
+$872K
|
+26,814
|
+3%
|
|
|
42
|
Liberty Wealth Management
Oakland,
California
|
$23.5M
|
+$23.3M
|
+715,429
|
+898%
|
|
|
43
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$23.4M
|
-$898K
|
-27,625
|
-3%
|
|
|
44
|
KEB Asset Management
Springfield,
Illinois
|
$22.8M
|
+$228K
|
+7,024
|
+0.9%
|
|
|
45
|
Cardiff Park Advisors
Carlsbad,
California
|
$22.8M
|
+$714K
|
+21,948
|
+3%
|
|
|
46
|
Merriman Wealth Management
Seattle,
Washington
|
$22.7M
|
-$560K
|
-17,213
|
-2%
|
|
|
47
|
Triune Financial Partners
Overland Park,
Kansas
|
$22.1M
|
+$396K
|
+12,193
|
+2%
|
|
|
48
|
Aspiriant LLC
Los Angeles,
California
|
$21.9M
|
-$226K
|
-6,935
|
-0.9%
|
|
|
49
|
Carlson Capital Management
Northfield,
Minnesota
|
$21.6M
|
-$745K
|
-22,906
|
-3%
|
|
|
50
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$20.9M
|
+$81.2K
|
+2,497
|
+0.4%
|
|
