|
26
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$59.4M
|
-$2.17M
|
-44,214
|
-3%
|
|
|
27
|
Forum Financial Management
Lombard,
Illinois
|
$56.9M
|
-$851K
|
-17,349
|
-1%
|
|
|
28
|
Pathstone Holdings
Englewood,
New Jersey
|
$56.2M
|
-$3.73M
|
-76,017
|
-6%
|
|
|
29
|
Apella Capital
West Hartford,
Connecticut
|
$54.7M
|
+$16.5M
|
+336,721
|
+46%
|
|
|
30
|
Allworth Financial
Folsom,
California
|
$53.5M
|
+$19M
|
+387,275
|
+54%
|
|
|
31
|
Schoolcraft Capital
Boulder,
Colorado
|
$51.4M
|
-$200K
|
-4,075
|
-0.4%
|
|
|
32
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$49.7M
|
+$4.05M
|
+82,541
|
+9%
|
|
|
33
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$49.2M
|
+$2.28M
|
+46,425
|
+5%
|
|
|
34
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$47.4M
|
+$214K
|
+4,367
|
+0.4%
|
|
|
35
|
Team Hewins
Redwood City,
California
|
$46.7M
|
-$333K
|
-6,782
|
-0.7%
|
|
|
36
|
Triune Financial Partners
Overland Park,
Kansas
|
$46.3M
|
+$431K
|
+8,783
|
+0.9%
|
|
|
37
|
TFC Financial Management
Boston,
Massachusetts
|
$44.1M
|
-$386K
|
-7,865
|
-0.9%
|
|
|
38
|
Elser Financial Planning
Indianapolis,
Indiana
|
$43.1M
|
+$43.4M
|
+884,653
|
+12,074%
|
|
|
39
|
KEB Asset Management
Springfield,
Illinois
|
$41.1M
|
+$1.02M
|
+20,861
|
+3%
|
|
|
40
|
Heritage Investment Group
Pompano Beach,
Florida
|
$41M
|
-$1.23M
|
-25,122
|
-3%
|
|
|
41
|
Guardian Wealth Management (Tennessee)
Chattanooga,
Tennessee
|
$40.9M
|
-$569K
|
-11,608
|
-1%
|
|
|
42
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$40.3M
|
+$995K
|
+20,291
|
+2%
|
|
|
43
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$39.2M
|
+$314K
|
+6,395
|
+0.8%
|
|
|
44
|
Capital Performance Advisors
Walnut Creek,
California
|
$38.8M
|
+$152K
|
+3,106
|
+0.4%
|
|
|
45
|
M Holdings Securities
Portland,
Oregon
|
$38.7M
|
+$5.4M
|
+110,161
|
+17%
|
|
|
46
|
Verus Financial Partners
Richmond,
Virginia
|
$37.9M
|
+$7.54M
|
+153,800
|
+26%
|
|
|
47
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$37.8M
|
-$67.5K
|
-1,376
|
-0.2%
|
|
|
48
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$37.4M
|
+$85.6K
|
+1,745
|
+0.2%
|
|
|
49
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$36.8M
|
+$4.95M
|
+100,934
|
+15%
|
|
|
50
|
Dixon Fnancial Services
Lafayette,
California
|
$36.4M
|
-$506K
|
-10,308
|
-1%
|
|
