|
26
|
Evanson Asset Management
Carmel,
California
|
$56M
|
+$535K
|
+13,315
|
+1%
|
|
|
27
|
Raymond James Financial
St Petersburg,
Florida
|
$55.9M
|
+$47.3K
|
+1,179
|
+0.1%
|
|
|
28
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$54.9M
|
+$582K
|
+14,494
|
+1%
|
|
|
29
|
Forum Financial Management
Lombard,
Illinois
|
$51M
|
-$338K
|
-8,412
|
-0.7%
|
|
|
30
|
RW Investment Management
Eagle,
Idaho
|
$50.5M
|
-$153K
|
-3,800
|
-0.3%
|
|
|
31
|
Willow Creek Wealth Management
Sebastopol,
California
|
$45.9M
|
-$437K
|
-10,888
|
-1%
|
|
|
32
|
Schoolcraft Capital
Boulder,
Colorado
|
$45.2M
|
-$579K
|
-14,427
|
-1%
|
|
|
33
|
Team Hewins
Redwood City,
California
|
$44.6M
|
-$787K
|
-19,599
|
-2%
|
|
|
34
|
Root Financial Partners
Encinitas,
California
|
$40.3M
|
-$16.3M
|
-406,707
|
-30%
|
|
|
35
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$40.3M
|
-$166K
|
-4,136
|
-0.4%
|
|
|
36
|
TFC Financial Management
Boston,
Massachusetts
|
$39.8M
|
-$49.1K
|
-1,223
|
-0.1%
|
|
|
37
|
Heritage Investment Group
Pompano Beach,
Florida
|
$39.6M
|
-$417K
|
-10,373
|
-1%
|
|
|
38
|
Triune Financial Partners
Overland Park,
Kansas
|
$38.5M
|
-$341K
|
-8,502
|
-0.9%
|
|
|
39
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$35.8M
|
-$116K
|
-2,888
|
-0.3%
|
|
|
40
|
Apella Capital
West Hartford,
Connecticut
|
$35.6M
|
+$14M
|
+347,714
|
+72%
|
|
|
41
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$35M
|
-$1.02M
|
-25,288
|
-3%
|
|
|
42
|
Planning Center Inc
Moline,
Illinois
|
$33.7M
|
+$1.04M
|
+25,994
|
+3%
|
|
|
43
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$33.5M
|
+$5.42M
|
+134,900
|
+21%
|
|
|
44
|
KEB Asset Management
Springfield,
Illinois
|
$33.4M
|
-$1.29M
|
-32,205
|
-4%
|
|
|
45
|
Dixon Fnancial Services
Lafayette,
California
|
$32.6M
|
-$157K
|
-3,897
|
-0.5%
|
|
|
46
|
Tillman Hartley LLC
Denver,
Colorado
|
$32.1M
|
-$3.59M
|
-89,492
|
-11%
|
|
|
47
|
Efficient Frontier Advisors
Eastford,
Connecticut
|
$32M
|
-$1.84M
|
-45,865
|
-6%
|
|
|
48
|
Timonier Family Office
Winston Salem,
North Carolina
|
$31.8M
|
+$1.17M
|
+29,047
|
+4%
|
|
|
49
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$31.6M
|
+$2.61M
|
+65,000
|
+10%
|
|
|
50
|
Cardiff Park Advisors
Carlsbad,
California
|
$31.6M
|
+$31.9K
|
+795
|
+0.1%
|
|
