|
26
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$57.2M
|
-$783K
|
-17,982
|
-1%
|
|
|
27
|
Annandale Capital
Dallas,
Texas
|
$56.7M
|
+$374K
|
+8,582
|
+7%
|
|
|
28
|
Beacon Pointe Advisors
Newport Beach,
California
|
$54.3M
|
-$6.91M
|
-158,567
|
-12%
|
|
|
29
|
Forum Financial Management
Lombard,
Illinois
|
$53.7M
|
-$241K
|
-5,544
|
-0.5%
|
|
|
30
|
Willow Creek Wealth Management
Sebastopol,
California
|
$48.3M
|
-$198K
|
-4,539
|
-0.4%
|
|
|
31
|
Schoolcraft Capital
Boulder,
Colorado
|
$46.8M
|
-$1.03M
|
-23,634
|
-2%
|
|
|
32
|
Root Financial Partners
Encinitas,
California
|
$44.9M
|
+$2.24M
|
+51,447
|
+5%
|
|
|
33
|
Team Hewins
Redwood City,
California
|
$44.1M
|
-$3.04M
|
-69,775
|
-7%
|
|
|
34
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$43.1M
|
+$466K
|
+10,711
|
+1%
|
|
|
35
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$42.5M
|
+$6.92M
|
+158,972
|
+20%
|
|
|
36
|
Triune Financial Partners
Overland Park,
Kansas
|
$42.1M
|
+$1.39M
|
+31,928
|
+4%
|
|
|
37
|
TFC Financial Management
Boston,
Massachusetts
|
$41.6M
|
-$418K
|
-9,590
|
-1%
|
|
|
38
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$41.3M
|
+$10.1M
|
+232,052
|
+34%
|
|
|
39
|
Heritage Investment Group
Pompano Beach,
Florida
|
$41.1M
|
-$714K
|
-16,390
|
-2%
|
|
|
40
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$38M
|
+$130K
|
+2,987
|
+0.4%
|
|
|
41
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$37.2M
|
+$207K
|
+4,752
|
+0.6%
|
|
|
42
|
Apella Capital
West Hartford,
Connecticut
|
$36.3M
|
-$491K
|
-11,269
|
-1%
|
|
|
43
|
Planning Center Inc
Moline,
Illinois
|
$35.7M
|
+$77.3K
|
+1,775
|
+0.2%
|
|
|
44
|
KEB Asset Management
Springfield,
Illinois
|
$35.5M
|
+$191K
|
+4,395
|
+0.6%
|
|
|
45
|
Timonier Family Office
Winston Salem,
North Carolina
|
$35.3M
|
+$1.55M
|
+35,546
|
+5%
|
|
|
46
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$34.5M
|
+$1.13M
|
+25,896
|
+3%
|
|
|
47
|
Dixon Fnancial Services
Lafayette,
California
|
$34.2M
|
-$278K
|
-6,377
|
-0.8%
|
|
|
48
|
Tillman Hartley LLC
Denver,
Colorado
|
$33.4M
|
-$488K
|
-11,206
|
-1%
|
|
|
49
|
Envestnet Asset Management
Chicago,
Illinois
|
$33.3M
|
-$1.35B
|
-31,007,741
|
-98%
|
|
|
50
|
Cardiff Park Advisors
Carlsbad,
California
|
$33.2M
|
-$177K
|
-4,072
|
-0.5%
|
|
