|
26
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$54.7M
|
-$262K
|
-6,490
|
-0.5%
|
|
|
27
|
Forum Financial Management
Lombard,
Illinois
|
$51M
|
-$1.56M
|
-38,664
|
-3%
|
|
|
28
|
LPL Financial
San Diego,
California
|
$50.1M
|
+$2.07M
|
+51,250
|
+4%
|
|
|
29
|
Root Financial Partners
Encinitas,
California
|
$48M
|
+$13.9M
|
+343,855
|
+43%
|
|
|
30
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$46.3M
|
+$6.67M
|
+165,092
|
+17%
|
|
|
31
|
Team Hewins
Redwood City,
California
|
$45.9M
|
+$138K
|
+3,426
|
+0.3%
|
|
|
32
|
Schoolcraft Capital
Boulder,
Colorado
|
$45.4M
|
+$32.2K
|
+796
|
+0.1%
|
|
|
33
|
Willow Creek Wealth Management
Sebastopol,
California
|
$45.1M
|
-$776K
|
-19,201
|
-2%
|
|
|
34
|
Heritage Investment Group
Pompano Beach,
Florida
|
$41.2M
|
-$622K
|
-15,379
|
-2%
|
|
|
35
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$40.9M
|
+$438K
|
+10,827
|
+1%
|
|
|
36
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$40.3M
|
+$253K
|
+6,262
|
+0.7%
|
|
|
37
|
TFC Financial Management
Boston,
Massachusetts
|
$40.3M
|
-$475K
|
-11,751
|
-1%
|
|
|
38
|
Triune Financial Partners
Overland Park,
Kansas
|
$37.6M
|
+$1.29M
|
+31,861
|
+4%
|
|
|
39
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$37.4M
|
+$12.1K
|
+299
|
+0%
|
|
|
40
|
American Investment Services
Great Barrington,
Massachusetts
|
$37.3M
|
-$514K
|
-12,718
|
-1%
|
|
|
41
|
Tillman Hartley LLC
Denver,
Colorado
|
$36.6M
|
+$4.29M
|
+106,272
|
+14%
|
|
|
42
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$34.9M
|
-$103K
|
-2,538
|
-0.3%
|
|
|
43
|
Efficient Frontier Advisors
Eastford,
Connecticut
|
$33.2M
|
+$367K
|
+9,078
|
+1%
|
|
|
44
|
KEB Asset Management
Springfield,
Illinois
|
$32.8M
|
+$662K
|
+16,382
|
+2%
|
|
|
45
|
Dixon Fnancial Services
Lafayette,
California
|
$32.8M
|
-$170K
|
-4,205
|
-0.5%
|
|
|
46
|
Planning Center Inc
Moline,
Illinois
|
$32.7M
|
+$451K
|
+11,161
|
+1%
|
|
|
47
|
Cardiff Park Advisors
Carlsbad,
California
|
$31.4M
|
+$42.1K
|
+1,041
|
+0.1%
|
|
|
48
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$30M
|
-$730K
|
-18,056
|
-2%
|
|
|
49
|
McLean Asset Management
Tysons,
Virginia
|
$29.9M
|
-$303K
|
-7,499
|
-1%
|
|
|
50
|
Wealth Architects
Mountain View,
California
|
$29.3M
|
-$437K
|
-10,804
|
-2%
|
|
