|
26
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$59.1M
|
-$524K
|
-11,558
|
-0.9%
|
|
|
27
|
Pathstone Holdings
Englewood,
New Jersey
|
$57.6M
|
-$2.79M
|
-61,599
|
-5%
|
|
|
28
|
Forum Financial Management
Lombard,
Illinois
|
$55.5M
|
-$449K
|
-9,897
|
-0.8%
|
|
|
29
|
Schoolcraft Capital
Boulder,
Colorado
|
$49.6M
|
+$853K
|
+18,807
|
+2%
|
|
|
30
|
Triune Financial Partners
Overland Park,
Kansas
|
$46.3M
|
+$262K
|
+5,779
|
+0.6%
|
|
|
31
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$45.4M
|
+$394K
|
+8,696
|
+0.9%
|
|
|
32
|
Team Hewins
Redwood City,
California
|
$45.2M
|
-$678K
|
-14,941
|
-2%
|
|
|
33
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$45.1M
|
+$758K
|
+16,703
|
+2%
|
|
|
34
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$43.9M
|
+$820K
|
+18,087
|
+2%
|
|
|
35
|
TFC Financial Management
Boston,
Massachusetts
|
$42.7M
|
-$653K
|
-14,407
|
-2%
|
|
|
36
|
Heritage Investment Group
Pompano Beach,
Florida
|
$40.6M
|
-$2.24M
|
-49,367
|
-5%
|
|
|
37
|
Guardian Wealth Management (Tennessee)
Chattanooga,
Tennessee
|
$39.8M
|
+$38.8M
|
+855,118
|
New
|
|
|
38
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$38.8M
|
+$35.7M
|
+786,297
|
+1,935%
|
|
|
39
|
KEB Asset Management
Springfield,
Illinois
|
$38.6M
|
+$1.57M
|
+34,580
|
+4%
|
|
|
40
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$37.9M
|
-$847K
|
-18,674
|
-2%
|
|
|
41
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$37.4M
|
+$1.34M
|
+29,547
|
+4%
|
|
|
42
|
Capital Performance Advisors
Walnut Creek,
California
|
$37.1M
|
+$12M
|
+263,848
|
+49%
|
|
|
43
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$35.9M
|
-$3.62M
|
-79,889
|
-9%
|
|
|
44
|
Timonier Family Office
Winston Salem,
North Carolina
|
$35.7M
|
-$1.04M
|
-22,879
|
-3%
|
|
|
45
|
Dixon Fnancial Services
Lafayette,
California
|
$35.4M
|
-$183K
|
-4,032
|
-0.5%
|
|
|
46
|
Planning Center Inc
Moline,
Illinois
|
$35.3M
|
-$1.85M
|
-40,722
|
-5%
|
|
|
47
|
Apella Capital
West Hartford,
Connecticut
|
$34.4M
|
-$3.8M
|
-83,685
|
-10%
|
|
|
48
|
Tillman Hartley LLC
Denver,
Colorado
|
$34.3M
|
-$563K
|
-12,414
|
-2%
|
|
|
49
|
Mission Wealth Management
Santa Barbara,
California
|
$33.5M
|
+$5.45M
|
+120,229
|
+20%
|
|
|
50
|
Aspiriant LLC
Los Angeles,
California
|
$33.5M
|
-$317K
|
-6,994
|
-1%
|
|
