|
26
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$51.8M
|
-$794K
|
-20,078
|
-1%
|
|
|
27
|
Forum Financial Management
Lombard,
Illinois
|
$49.5M
|
-$5.57M
|
-140,669
|
-10%
|
|
|
28
|
M Holdings Securities
Portland,
Oregon
|
$46.4M
|
+$42.4M
|
+1,070,903
|
+966%
|
|
|
29
|
Symmetry Partners
Glastonbury,
Connecticut
|
$46M
|
+$3.34M
|
+84,374
|
+8%
|
|
|
30
|
LPL Financial
San Diego,
California
|
$45.2M
|
+$3.29M
|
+83,035
|
+8%
|
|
|
31
|
Willow Creek Wealth Management
Sebastopol,
California
|
$43.2M
|
-$919K
|
-23,226
|
-2%
|
|
|
32
|
Team Hewins
Redwood City,
California
|
$43.1M
|
-$2.19M
|
-55,363
|
-5%
|
|
|
33
|
Schoolcraft Capital
Boulder,
Colorado
|
$42.7M
|
+$2.68M
|
+67,759
|
+7%
|
|
|
34
|
Heritage Investment Group
Pompano Beach,
Florida
|
$39.4M
|
-$338K
|
-8,542
|
-0.8%
|
|
|
35
|
TFC Financial Management
Boston,
Massachusetts
|
$38.5M
|
-$809K
|
-20,450
|
-2%
|
|
|
36
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$38.1M
|
+$12.2M
|
+307,220
|
+46%
|
|
|
37
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$37.8M
|
+$2.1K
|
+53
|
+0%
|
|
|
38
|
Elser Financial Planning
Indianapolis,
Indiana
|
$37.4M
|
+$37.7M
|
+952,203
|
New
|
|
|
39
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$37.1M
|
+$638K
|
+16,130
|
+2%
|
|
|
40
|
American Investment Services
Great Barrington,
Massachusetts
|
$35.7M
|
-$609K
|
-15,392
|
-2%
|
|
|
41
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$35.3M
|
-$408K
|
-10,305
|
-1%
|
|
|
42
|
Triune Financial Partners
Overland Park,
Kansas
|
$34.2M
|
+$982K
|
+24,830
|
+3%
|
|
|
43
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$33M
|
-$304K
|
-7,677
|
-0.9%
|
|
|
44
|
Root Financial Partners
Encinitas,
California
|
$31.7M
|
+$8.51M
|
+215,108
|
+36%
|
|
|
45
|
Dixon Fnancial Services
Lafayette,
California
|
$31M
|
-$255K
|
-6,435
|
-0.8%
|
|
|
46
|
Efficient Frontier Advisors
Eastford,
Connecticut
|
$30.9M
|
-$248K
|
-6,256
|
-0.8%
|
|
|
47
|
Planning Center Inc
Moline,
Illinois
|
$30.4M
|
+$221K
|
+5,586
|
+0.7%
|
|
|
48
|
Tillman Hartley LLC
Denver,
Colorado
|
$30.3M
|
-$283K
|
-7,165
|
-0.9%
|
|
|
49
|
KEB Asset Management
Springfield,
Illinois
|
$30.3M
|
+$96.4K
|
+2,437
|
+0.3%
|
|
|
50
|
Cardiff Park Advisors
Carlsbad,
California
|
$29.5M
|
+$59.8K
|
+1,511
|
+0.2%
|
|
