|
26
|
Team Hewins
Redwood City,
California
|
$44.3M
|
+$423K
|
+12,350
|
+0.9%
|
|
|
27
|
Willow Creek Wealth Management
Sebastopol,
California
|
$39.5M
|
-$401K
|
-11,722
|
-1%
|
|
|
28
|
LPL Financial
San Diego,
California
|
$37.8M
|
-$655K
|
-19,132
|
-2%
|
|
|
29
|
Schoolcraft Capital
Boulder,
Colorado
|
$37M
|
-$269K
|
-7,852
|
-0.7%
|
|
|
30
|
Heritage Investment Group
Pompano Beach,
Florida
|
$35.6M
|
-$457K
|
-13,362
|
-1%
|
|
|
31
|
TFC Financial Management
Boston,
Massachusetts
|
$35.3M
|
+$267K
|
+7,807
|
+0.7%
|
|
|
32
|
American Investment Services
Great Barrington,
Massachusetts
|
$34.5M
|
–
|
–
|
–
|
|
|
33
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$31.1M
|
+$161K
|
+4,708
|
+0.5%
|
|
|
34
|
Stonnington Group
Pasadena,
California
|
$30.5M
|
-$2.74M
|
-80,000
|
-8%
|
|
|
35
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$30.5M
|
-$419K
|
-12,246
|
-1%
|
|
|
36
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$30.3M
|
+$31M
|
+904,942
|
New
|
|
|
37
|
Meritas Wealth Management
Larkspur,
California
|
$29M
|
+$151K
|
+4,424
|
+0.5%
|
|
|
38
|
Dixon Fnancial Services
Lafayette,
California
|
$27.5M
|
-$137K
|
-4,004
|
-0.5%
|
|
|
39
|
Tillman Hartley LLC
Denver,
Colorado
|
$26.4M
|
+$392K
|
+11,464
|
+1%
|
|
|
40
|
Triune Financial Partners
Overland Park,
Kansas
|
$26.3M
|
+$850K
|
+24,834
|
+3%
|
|
|
41
|
Planning Center Inc
Moline,
Illinois
|
$26.3M
|
-$2.18M
|
-63,647
|
-8%
|
|
|
42
|
Wealth Architects
Mountain View,
California
|
$26.1M
|
-$645K
|
-18,851
|
-2%
|
|
|
43
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$26.1M
|
+$2.05M
|
+59,743
|
+8%
|
|
|
44
|
McLean Asset Management
Tysons,
Virginia
|
$26M
|
-$3.8M
|
-110,871
|
-12%
|
|
|
45
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$25.9M
|
-$1.4M
|
-40,997
|
-5%
|
|
|
46
|
KEB Asset Management
Springfield,
Illinois
|
$25.8M
|
-$733K
|
-21,418
|
-3%
|
|
|
47
|
Cardiff Park Advisors
Carlsbad,
California
|
$25.4M
|
+$132K
|
+3,853
|
+0.5%
|
|
|
48
|
Merriman Wealth Management
Seattle,
Washington
|
$24.8M
|
-$113K
|
-3,310
|
-0.4%
|
|
|
49
|
Osaic Holdings
Scottsdale,
Arizona
|
$24.3M
|
+$316K
|
+9,228
|
+1%
|
|
|
50
|
Carlson Capital Management
Northfield,
Minnesota
|
$23.9M
|
-$511K
|
-14,913
|
-2%
|
|
